Tortoise Essential Energy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| JOURNEY ADVISORY GROUP, LLC | 11/10/2025 | 562.33 K | $10.43 M | -2.86% | 9.55% |
| BREAKTHRU ADVISORY SERVICES, LLC | 10/09/2025 | 375.51 K | $7.89 M | 100.00% | 6.38% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 318.11 K | $6.68 M | -14.08% | 5.40% |
| BARD ASSOCIATES INC | 11/14/2025 | 286.26 K | $6.01 M | -1.34% | 4.86% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 149.09 K | $3.13 M | 1.91% | 2.53% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 132.37 K | $2.78 M | 2.03% | 2.25% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 121.44 K | $2.55 M | -0.84% | 2.06% |
| MORGAN STANLEY | 11/14/2025 | 104.97 K | $2.21 M | -5.34% | 1.78% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 100.92 K | $2.12 M | 1.21% | 1.71% |
| LPL FINANCIAL LLC | 11/12/2025 | 96.36 K | $2.02 M | 0.88% | 1.64% |
| JANE STREET GROUP, LLC | 11/14/2025 | 89.18 K | $1.87 M | 100.00% | 1.51% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 77.50 K | $1.63 M | -0.64% | 1.32% |
| UHLMANN PRICE SECURITIES, LLC | 11/07/2025 | 75.13 K | $1.58 M | 39.88% | 1.28% |
| GTS SECURITIES LLC | 11/14/2025 | 43.44 K | $912.59 K | 36.09% | 0.74% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 28.36 K | $595.81 K | -0.79% | 0.48% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 25.46 K | $528.01 K | -4.64% | 0.43% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 22.50 K | $472.63 K | 0.38% | 0.38% |
| CONCORDE ASSET MANAGEMENT, LLC | 11/14/2025 | 18.23 K | $386.09 K | 100.00% | 0.31% |
| UBS GROUP AG | 11/13/2025 | 16.44 K | $345.37 K | -62.56% | 0.28% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 16.25 K | $341.36 K | -7.70% | 0.28% |
| CREATIVE PLANNING | 11/14/2025 | 15.16 K | $318.50 K | 0.58% | 0.26% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 14.32 K | $300.95 K | -62.19% | 0.24% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 13.89 K | $291.80 K | 0.00% | 0.24% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 12.68 K | $266.36 K | 19.39% | 0.22% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 11/13/2025 | 12.07 K | $253.50 K | 0.52% | 0.20% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 11.31 K | $237.67 K | 9.58% | 0.19% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 11/10/2025 | 10.32 K | $216.82 K | 0.00% | 0.18% |
| CERITY PARTNERS LLC | 10/22/2025 | 10.24 K | $215.14 K | 0.00% | 0.17% |
| MONTAG A & ASSOCIATES INC | 11/12/2025 | 6.62 K | $139.12 K | 0.00% | 0.11% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 6.41 K | $134.75 K | 0.00% | 0.11% |
| JPMORGAN CHASE & CO | 11/26/2025 | 5.36 K | $112.61 K | -31.28% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 3.60 K | $75.63 K | -81.77% | 0.06% |
| PRIVATE TRUST CO NA | 10/15/2025 | 3.00 K | $63.03 K | 0.00% | 0.05% |
| HARBOR INVESTMENT ADVISORY, LLC | 10/27/2025 | 1.33 K | $27.98 K | 0.00% | 0.02% |
| BOKF, NA | 11/13/2025 | 550 | $11.56 K | 0.00% | 0.01% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10/24/2025 | 542 | $11.36 K | 0.00% | 0.01% |
| ROYAL BANK OF CANADA | 11/14/2025 | 361 | $8.00 K | 100.00% | 0.01% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 325 | $6.83 K | 100.00% | 0.01% |
| STRATEGIC INVESTMENT SOLUTIONS, INC. /IL | 12/03/2025 | 200 | $4.20 K | 0.00% | 0.00% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| WALLEYE CAPITAL LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
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Tortoise Essential Energy Fund institutional Ownership - FAQ's
During the previous two years, 64 institutional investors and hedge funds held shares of Tortoise Essential Energy Fund. The most heavily invested institutionals were:
Journey Advisory Group, LLC: 562,329
BREAKTHRU ADVISORY SERVICES, LLC: 375,510
Kovitz Investment Group Partners, LLC: 318,112
BARD ASSOCIATES INC: 286,261
COMMONWEALTH EQUITY SERVICES, LLC: 149,088
D.A. DAVIDSON & CO.: 132,373
47.34% of Tortoise Essential Energy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.26 M shares in the last 24 months. This purchase volume represents approximately $68.77 M in transactions.