Tortoise Power and Energy Infrastructure Fund

TPZ · NYSE

$20.64+$0.2674 (+1.31%)TodayMarket closed ·
Prev close $20.37

Who owns TPZ

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 21.9% of TPZ’s shares.

  • Bard Associates Inc.4.6%
  • Focus Partners Wealth, LLC4.3%
  • Cetera Investment Advisers LLC2.4%
  • LPL Financial LLC1.7%
  • Next 6 largest institutions8.8%
  • All other shareholders78.1%
Top institutional holders of TPZ
HolderShares% of shares
Bard Associates Inc.253.90K4.60%
Focus Partners Wealth, LLC237.22K4.30%
Cetera Investment Advisers LLC135.00K2.45%
LPL Financial LLC95.33K1.73%
Rockefeller Capital Management93.50K1.69%
Advisors Asset Management, Inc.93.41K1.69%
Old Mission Capital LLC84.97K1.54%
Morgan Stanley Smith Barney LLC74.00K1.34%
Uhlmann Investments LLC73.40K1.33%
D.A. Davidson & Co.(Research)66.79K1.21%

Short interest

Settled Sep 30, 2026

Shares short
7.46K
Days to cover
1.00
% of shares outstanding
0.14%
Average daily volume
9.72K
Change since last report
+23.0%

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