Tortoise Power & Energy Infrastructure Fund Inc
TPZDelisted Dec 23, 2024- SEC CIK
- 0001408201
Tortoise Power & Energy Infrastructure Fund Inc was delisted on Dec 23, 2024; its insiders filed their last Form 4 on Nov 14, 2025; 38 institutions reported holding it in 13F filings for Q3 2024, worth $49.6M in total; no superinvestor held it.
13F holders, Q4 2025
Institutional positions in Tortoise Power & Energy Infrastructure Fund Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
TPZ is no longer listed, and 13F filings after Q3 2024 list far fewer holders. See Q3 2024
- Institutional holders
- 41
- +2 vs. Q3 2025
- Shares held
- 1.69M
- −1.10M (−39.4%) vs. Q3 2025
- Total value
- $34.4M
- −$22.7M (−39.8%) vs. Q3 2025
- New holders
- 6
- 4 more added
- Sold out
- 4
- 21 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TPZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 35 | $33.5M |
| Q1 2026 | 39 | $35.8M |
| Q4 2025 | 41 | $34.4M |
| Q3 2025 | 39 | $57.2M |
| Q2 2025 | 38 | $49.2M |
| Q1 2025 | 40 | $55.0M |
| Q4 2024 | 53 | $106.3M |
| Q3 2024 | 38 | $49.6M |
| Q2 2024 | 35 | $28.6M |
| Q1 2024 | 35 | $38.1M |
| Q4 2023 | 36 | $35.8M |
| Q3 2023 | 35 | $36.0M |
| Q2 2023 | 37 | $34.4M |
| Q1 2023 | 35 | $33.4M |
| Q4 2022 | 32 | $34.7M |
| Q3 2022 | 30 | $34.6M |
| Q2 2022 | 29 | $34.9M |
| Q1 2022 | 31 | $39.0M |
| Q4 2021 | 32 | $36.8M |
| Q3 2021 | 33 | $34.6M |
| Q2 2021 | 33 | $32.2M |
| Q1 2021 | 34 | $29.6M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Tortoise Power & Energy Infrastructure Fund Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colony Group, LLC | 305,725 | $6.23M | 0.01% | +305,725 | New |
| Bard Associates Inc | 260,081 | $5.32M | 1.37% | −26,180−9.1% | Reduced |
| Commonwealth Equity Services, LLC | 141,061 | $2.87M | 0.00% | −8,027−5.4% | Reduced |
| Advisors Asset Management, Inc. | 120,252 | $2.45M | 0.04% | −1,192−1.0% | Reduced |
| D.A. Davidson & Co. | 117,218 | $2.39M | 0.01% | −15,155−11.4% | Reduced |
| Rockefeller Capital Management L.P. | 100,915 | $2.06M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 91,718 | $1.87M | 0.00% | −4,644−4.8% | Reduced |
| Morgan Stanley | 87,610 | $1.79M | 0.00% | −17,356−16.5% | Reduced |
| Uhlmann Price Securities, LLC | 75,500 | $1.54M | 0.91% | +371+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 74,962 | $1.53M | 0.00% | −2,539−3.3% | Reduced |
| Evolve Private Wealth, LLC | 42,532 | $869.7K | 0.05% | +42,532 | New |
| Truist Financial Corp | 28,294 | $576.6K | 0.00% | −65−0.2% | Reduced |
| GTS Securities LLC | 26,333 | $536.7K | 0.02% | −17,105−39.4% | Reduced |
| Advisor Group Holdings, Inc. | 23,614 | $481.4K | 0.00% | −1,847−7.3% | Reduced |
| MAI Capital Management | 18,677 | $380.6K | 0.00% | −3,819−17.0% | Reduced |
| Concorde Asset Management, LLC | 18,225 | $371.4K | 0.15% | 00.0% | Unchanged |
| Old Mission Capital LLC | 17,223 | $351.0K | 0.01% | +17,223 | New |
| Creative Planning | 15,256 | $310.9K | 0.00% | +96+0.6% | Added |
| Raymond James Financial Inc | 15,245 | $310.7K | 0.00% | −1,003−6.2% | Reduced |
| NWF Advisory Services Inc. | 13,889 | $283.1K | 0.03% | 00.0% | Unchanged |
| First Trust Advisors LP | 12,433 | $253.4K | 0.00% | −245−1.9% | Reduced |
| McGowan Group Asset Management, Inc. | 12,107 | $246.7K | 0.03% | +41+0.3% | Added |
| Jane Street Group, LLC | 11,596 | $236.3K | 0.00% | −77,587−87.0% | Reduced |
| Cetera Investment Advisers | 10,671 | $217.5K | 0.00% | −641−5.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 10,320 | $210.3K | 0.04% | 00.0% | Unchanged |
| Cerity Partners LLC | 10,146 | $206.8K | 0.00% | −94−0.9% | Reduced |
| JPMorgan Chase & Co | 7,536 | $153.6K | 0.00% | +2,176+40.6% | Added |
| Montag A & Associates Inc | 6,622 | $135.4K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6,414 | $130.7K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 3,000 | $61.1K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,032 | $21.0K | 0.00% | −300−22.5% | Reduced |
| Jones Financial Companies LLLP | 700 | $14.3K | 0.00% | +700 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 542 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 550 | $11.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 309 | $6.30K | 0.00% | −16−4.9% | Reduced |
| UBS Group AG | 227 | $4.63K | 0.00% | −16,212−98.6% | Reduced |
| Strategic Investment Solutions, Inc. | 200 | $4.08K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 194 | $3.96K | 0.00% | +194 | New |
| FNY Investment Advisers, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Wells Fargo & Company | 1 | $13 | 0.00% | −14,323−100.0% | Reduced |
| Royal Bank of Canada | 12 | $0 | 0.00% | −349−96.7% | Reduced |
| Journey Advisory Group, LLC | 0 | $0 | 0.00% | −562,329−100.0% | Sold out |
| Breakthru Advisory Services, LLC | 0 | $0 | 0.00% | −375,510−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −318,112−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |