T
Tortoise Power and Energy Infrastructure Fund
TPZ • NYSE
Tortoise Power and Energy Infrastructure Fund is a publicly traded company on NYSE. As of Q3 2025, 36 institutional investors hold shares in this company, with total holdings valued at $52.4M. Journey Advisory Group, LLC is the largest holder with a position valued at $10.4M.
Websitetortoiseecofin.com
Overview
Overview of institutional ownership in TPZ as of Q3 2025
All Institutions
- Institutions
- 36
- Value Held
- $52.4M
- Shares Held
- 2.6M
- Avg Position
- $1.5M
- Median Position
- $329.9K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in TPZ as of Q3 2025
| Institution | Position Value |
|---|---|
 Journey Advisory Group, LLC RIA/Wealth | $10.4M 0.77% of portfolio |
 BREAKTHRU ADVISORY SERVICES, LLC RIA/Wealth | $7.9M 6.03% of portfolio |
 Kovitz Investment Group Partners, LLC RIA/Wealth | $6.7M 0.03% of portfolio |
 BARD ASSOCIATES INC RIA/Wealth | $6.0M 1.60% of portfolio |
D DAVIDSON D A & CO Institution | $2.8M 0.02% of portfolio |
 Advisors Asset Management, Inc. ETF Provider | $2.6M 0.04% of portfolio |
 MORGAN STANLEY RIA/Wealth | $2.2M 0.00% of portfolio |
 Rockefeller Capital Management L.P. Long Only Manager | $2.1M 0.00% of portfolio |
L LPL Financial LLC Institution | $2.0M 0.00% of portfolio |
J JANE STREET GROUP, LLC Institution | $1.9M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for TPZ in Q3 2025
- Traded
- +$6.8M
- Buyers
- 13
- Sellers
- 17
- Total Bought
- +$10.6M
- Total Sold
- −$3.8M
- Avg Position
- $1.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
BREAKTHRU ADVISORY SERVICES, LLC RIA/Wealth | +$7.9M +375.5K shares |
J JANE STREET GROUP, LLC Institution | +$1.9M +89.2K shares |
U UHLMANN PRICE SECURITIES, LLC RIA/Wealth | +$450.0K +21.4K shares |
G GTS SECURITIES LLC Institution | +$242.0K +11.5K shares |
D DAVIDSON D A & CO Institution | +$55.3K +2.6K shares |
 FIRST TRUST ADVISORS LP ETF Provider | +$43.3K +2.1K shares |
Rockefeller Capital Management L.P. Long Only Manager | +$25.4K +1.2K shares |
 Cetera Investment Advisers RIA/Wealth | +$20.8K +989.0 shares |
L LPL Financial LLC Institution | +$17.6K +840.0 shares |
+$6.8K +325.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Kovitz Investment Group Partners, LLC RIA/Wealth | −$1.1M −52.1K shares |
 UBS Group AG Institution | −$577.0K −27.5K shares |
 WELLS FARGO & COMPANY/MN Institution | −$495.1K −23.6K shares |
 BANK OF AMERICA CORP /DE/ Institution | −$339.3K −16.1K shares |
Journey Advisory Group, LLC RIA/Wealth | −$306.9K −16.5K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$253.3K −12.4K shares |
 Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | −$212.7K −10.4K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$205.2K −10.0K shares |
MORGAN STANLEY RIA/Wealth | −$124.3K −5.9K shares |
BARD ASSOCIATES INC RIA/Wealth | −$81.8K −3.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited TPZ in Q3 2025
- New Positions
- 1
- New Value
- $7.9M
- Exited Positions
- 4
- Exited Value
- $674.6K
New Positions
| Institution | Position Value |
|---|---|
BREAKTHRU ADVISORY SERVICES, LLC RIA/Wealth | $7.9M 375.5K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $253.3K 12.4K shares |
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | $212.7K 10.4K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $205.2K 10.0K shares |
A Atlantic Trust Group, LLC Institution | $3.4K 164.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in TPZ as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with TPZ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
BREAKTHRU ADVISORY SERVICES, LLC RIA/Wealth | 6.03% $7.9M |
BARD ASSOCIATES INC RIA/Wealth | 1.60% $6.0M |
U UHLMANN PRICE SECURITIES, LLC RIA/Wealth | 0.97% $1.6M |
Journey Advisory Group, LLC RIA/Wealth | 0.77% $10.4M |
 Concorde Asset Management, LLC RIA/Wealth | 0.16% $386.1K |
Advisors Asset Management, Inc. ETF Provider | 0.04% $2.6M |
 Beverly Hills Private Wealth, LLC RIA/Wealth | 0.04% $216.8K |
 McGowan Group Asset Management, Inc. RIA/Wealth | 0.04% $253.5K |
G GTS SECURITIES LLC Institution | 0.04% $912.6K |
 NWF Advisory Services Inc. RIA/Wealth | 0.03% $291.8K |