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.
Q4 2025 vs. Q3 2025
How the institutions holding Tortoise Power & Energy Infrastructure Fund Inc changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Holders | 39 | 41 | +2 |
| Shares | 2.79M | 1.69M | −1.10M (−39.4%) |
| Value | $57.2M | $34.4M | −$22.7M (−39.8%) |
New holders (6)
Institutions that held Tortoise Power & Energy Infrastructure Fund Inc at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Colony Group, LLC | 305,725 | $6.23M | 0.01% |
| Evolve Private Wealth, LLC | 42,532 | $869.7K | 0.05% |
| Old Mission Capital LLC | 17,223 | $351.0K | 0.01% |
| Jones Financial Companies LLLP | 700 | $14.3K | 0.00% |
| Basepoint Wealth LLC | 194 | $3.96K | 0.00% |
| FNY Investment Advisers, LLC | 100 | $2.00K | 0.00% |
Sold out (4)
Institutions that held Tortoise Power & Energy Infrastructure Fund Inc at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Journey Advisory Group, LLC | 562,329 | $10.4M |
| Breakthru Advisory Services, LLC | 375,510 | $7.89M |
| Kovitz Investment Group Partners, LLC | 318,112 | $6.68M |
| Bank of America Corp | 3,600 | $75.6K |