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, Q1 2026
Institutional positions in Tortoise Power & Energy Infrastructure Fund Inc as of Mar 31, 2026. 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
- 39
- −2 vs. Q4 2025
- Shares held
- 1.64M
- −52.1K (−3.1%) vs. Q4 2025
- Total value
- $35.8M
- +$1.37M (+4.0%) vs. Q4 2025
- New holders
- 4
- 10 more added
- Sold out
- 6
- 18 more reduced
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Tortoise Power & Energy Infrastructure Fund Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 0 | $6 | 0.00% | −1−100.0% | Reduced |
| Parkside Financial Bank & Trust | 77 | $1.68K | 0.00% | +77 | New |
| UBS Group AG | 102 | $2.23K | 0.00% | −125−55.1% | Reduced |
| Basepoint Wealth LLC | 197 | $4.31K | 0.00% | +3+1.5% | Added |
| Strategic Investment Solutions, Inc. | 200 | $4.38K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 309 | $6.76K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 542 | $12.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,032 | $22.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,400 | $30.7K | 0.00% | +1,400 | New |
| Private Trust Co NA | 3,000 | $65.6K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,904 | $107.4K | 0.00% | −2,632−34.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 6,135 | $134.2K | 0.02% | −279−4.3% | Reduced |
| Montag A & Associates Inc | 6,622 | $144.9K | 0.01% | 00.0% | Unchanged |
| Breakwater Capital Group | 9,307 | $203.6K | 0.03% | +9,307 | New |
| Twelve Points Wealth Management LLC | 9,503 | $207.9K | 0.05% | +9,503 | New |
| Beverly Hills Private Wealth, LLC | 10,320 | $225.8K | 0.04% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 12,187 | $266.6K | 0.03% | +80+0.7% | Added |
| First Trust Advisors LP | 12,406 | $271.4K | 0.00% | −27−0.2% | Reduced |
| Old Mission Capital LLC | 14,692 | $321.5K | 0.01% | −2,531−14.7% | Reduced |
| Raymond James Financial Inc | 15,006 | $328.3K | 0.00% | −239−1.6% | Reduced |
| Creative Planning | 15,674 | $342.9K | 0.00% | +418+2.7% | Added |
| NWF Advisory Services Inc. | 16,189 | $354.2K | 0.04% | +2,300+16.6% | Added |
| Concorde Asset Management, LLC | 17,525 | $383.4K | 0.19% | −700−3.8% | Reduced |
| MAI Capital Management | 18,811 | $411.6K | 0.00% | +134+0.7% | Added |
| Truist Financial Corp | 25,544 | $558.9K | 0.00% | −2,750−9.7% | Reduced |
| Advisor Group Holdings, Inc. | 25,930 | $567.4K | 0.00% | +2,316+9.8% | Added |
| Jane Street Group, LLC | 26,515 | $580.1K | 0.00% | +14,919+128.7% | Added |
| GTS Securities LLC | 37,459 | $819.6K | 0.03% | +11,126+42.3% | Added |
| Evolve Private Wealth, LLC | 39,966 | $874.5K | 0.05% | −2,566−6.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 70,370 | $1.54M | 0.00% | −4,592−6.1% | Reduced |
| Uhlmann Price Securities, LLC | 74,155 | $1.62M | 0.11% | −1,345−1.8% | Reduced |
| Morgan Stanley | 82,038 | $1.79M | 0.00% | −5,572−6.4% | Reduced |
| D.A. Davidson & Co. | 82,440 | $1.80M | 0.01% | −34,778−29.7% | Reduced |
| Rockefeller Capital Management L.P. | 94,705 | $2.07M | 0.00% | −6,210−6.2% | Reduced |
| LPL Financial LLC | 99,279 | $2.17M | 0.00% | +7,561+8.2% | Added |
| Advisors Asset Management, Inc. | 119,743 | $2.62M | 0.04% | −509−0.4% | Reduced |
| Cetera Investment Advisers | 135,508 | $2.96M | 0.00% | +124,837+1,169.9% | Added |
| Bard Associates Inc | 254,707 | $5.57M | 1.40% | −5,374−2.1% | Reduced |
| Colony Group, LLC | 292,440 | $6.40M | 0.01% | −13,285−4.3% | Reduced |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −141,061−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −10,146−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −12−100.0% | Sold out |