Recent Quarter Total Invested
$28.39 M
Recent Quarter Institutional Ownership Percentage
39.98%
Total Invested of Last Quarter
$38.09 M
Ownership Percentage of Last Quarter
55.9%
Tortoise Power and Energy Infrastructure Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BULLDOG INVESTORS, LLP | 08/09/2024 | 277,544 | $4.38 M | 8.01% | 6.17% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/13/2024 | 246,698 | $3.90 M | 8.04% | 5.48% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2024 | 227,726 | $3.60 M | 0.01% | 5.06% |
| BARD ASSOCIATES INC | 08/12/2024 | 212,317 | $3.35 M | -1.51% | 4.72% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 197,369 | $3.12 M | 13.63% | 4.39% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/12/2024 | 118,375 | $1.87 M | -0.96% | 2.63% |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 08/09/2024 | 62,051 | $979,785 | 0.00% | 1.38% |
| CHOREO, LLC | 08/07/2024 | 44,574 | $701,595 | 7.65% | 0.99% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 36,801 | $581,095 | -7.57% | 0.82% |
| PRIVATE ADVISOR GROUP, LLC | 08/05/2024 | 36,496 | $576,272 | -41.88% | 0.81% |
| D.A. DAVIDSON & CO. | 08/01/2024 | 36,445 | $575,476 | 18.10% | 0.81% |
| MORGAN STANLEY | 10/17/2024 | 31,940 | $504,333 | -3.45% | 0.71% |
| TRUIST FINANCIAL CORP | 08/21/2024 | 29,201 | $461,092 | 0.23% | 0.65% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 24,022 | $379,000 | -3.98% | 0.53% |
| CARMICHAEL HILL & ASSOCIATES, INC. | 08/02/2024 | 21,429 | $338,358 | 3.40% | 0.48% |
| ARISTIDES CAPITAL LLC | 08/23/2024 | 20,110 | $317,537 | 0.00% | 0.45% |
| UBS GROUP AG | 08/14/2024 | 19,357 | $305,647 | -2.15% | 0.43% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 18,034 | $284,764 | 9.61% | 0.40% |
| 09/05/2024 | 17,064 | $258,434 | 100.00% | 0.38% | |
| STRATOS WEALTH ADVISORS, LLC | 07/24/2024 | 16,571 | $261,656 | -5.69% | 0.37% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 16,366 | $258,423 | -3.42% | 0.36% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 15,880 | $250,745 | -5.92% | 0.35% |
| ZIMMER PARTNERS, LP | 08/14/2024 | 13,599 | $214,728 | 0.00% | 0.30% |
| J.W. COLE ADVISORS, INC. | 08/08/2024 | 13,517 | $213,438 | 1.12% | 0.30% |
| LPL FINANCIAL LLC | 08/07/2024 | 12,994 | $205,178 | -3.12% | 0.29% |
| MONTAG A & ASSOCIATES INC | 07/31/2024 | 11,322 | $178,775 | 0.00% | 0.25% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/01/2024 | 6,891 | $108,808 | 100.00% | 0.15% |
| ROYAL BANK OF CANADA | 11/06/2024 | 4,000 | $63,000 | 185.71% | 0.09% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 08/12/2024 | 4,000 | $63,000 | 0.00% | 0.09% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/05/2024 | 2,330 | $36,791 | -2.92% | 0.05% |
| PRIVATE TRUST CO NA | 07/23/2024 | 2,000 | $31,580 | 0.00% | 0.04% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/08/2024 | 920 | $14,527 | 0.00% | 0.02% |
| TRIAD WEALTH PARTNERS, LLC | 07/18/2024 | 450 | $7,106 | 100.00% | 0.01% |
| WETZEL INVESTMENT ADVISORS, INC. | 08/07/2024 | 300 | $4,676 | 100.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| RELATIVE VALUE PARTNERS GROUP, LLC | 07/12/2024 | 0 | $0 | -100.00% | 0.00% |
| FNY INVESTMENT ADVISERS, LLC | 08/05/2024 | 0 | $0 | -100.00% | 0.00% |
| CORECAP ADVISORS, LLC | 08/08/2024 | 0 | $0 | -100.00% | 0.00% |
Tortoise Power and Energy Infrastructure Fund, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of TPZ shares?
During the previous two years, 37 institutional investors and hedge funds held shares of Tortoise Power and Energy Infrastructure Fund, Inc.. The most heavily invested institutionals were:
WETZEL INVESTMENT ADVISORS, INC.: 0
KAYNE ANDERSON CAPITAL ADVISORS LP: 0
Triad Wealth Partners, LLC: 0
J.W. COLE ADVISORS, INC.: 0
Private Advisor Group, LLC: 0
Bulldog Investors, LLP: 277,544
-
What percentage of Tortoise Power and Energy Infrastructure Fund, Inc. stock is owned by institutional investors?
39.98% of Tortoise Power and Energy Infrastructure Fund, Inc. stock is owned by institutional investors.
-
How much institutional buying is happening at TPZ ?
Institutional investors have bought a total of 1.36 M shares in the last 24 months. This purchase volume represents approximately $26.92 M in transactions.