Who owns TPZ?
Institutional ownership of Tortoise Power and Energy Infrastructure Fund Inc from Form 13F, Q2 2026
34 institutional managers reported holding Tortoise Power and Energy Infrastructure Fund Inc (TPZ) in Form 13F filings for Q2 2026, with 1,585,439 shares worth $34.7M. The largest reported holder was Bard Associates Inc. Managers that filed both quarters cut a net 51,423 shares (-3.2%). 3 opened new positions and 6 sold out.
- Funds holding
- 34
- Value held
- $34.7M
- New / sold out
- 3 / 6
- Net shares, same filers
- -3.2%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of TPZ
Share of 13F holdings is each fund's shares as a share of the 1,585,439 TPZ shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Old Mission Capital LLC Added+$1.5M
- Cambridge Investment Research Advisors, Inc. Added+$885K
- Susquehanna International Group, LLP New+$699K
- Osaic Holdings, Inc. Added+$158K
- Raymond James Financial Inc Added+$119K
- Steward Partners Investment Advisory, LLC Added+$39K
- Northwestern Mutual Wealth Management Co New+$6K
- Creative Planning Added+$3K
- Wells Fargo & Company New+$2K
- McGowan Group Asset Management, Inc. Added+$1K
Biggest sellers in Q2 2026
- Focus Partners Wealth Trimmed-$1.2M
- Jane Street Group, LLC Sold out-$580K
- Advisors Asset Management, Inc. Trimmed-$576K
- GTS Securities LLC Trimmed-$552K
- D.a. Davidson & Co. Trimmed-$342K
- First Trust Advisors LP Sold out-$271K
- Twelve Points Wealth Management LLC Sold out-$208K
- Breakwater Capital Group Sold out-$204K
- Morgan Stanley Trimmed-$176K
- Evolve Private Wealth, LLC Trimmed-$111K
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $3.4M and sold $4.6M; 8 added and 16 trimmed.
Questions about TPZ ownership
- Who owns TPZ stock?
- 34 institutional investment managers reported TPZ positions in their Form 13F filings for Q2 2026, holding 1,585,439 shares worth $34.7M in total. Bard Associates Inc reported the largest position.
- Are funds buying or selling TPZ?
- In Q2 2026, 3 managers opened new TPZ positions, 8 added, 16 trimmed and 6 sold out. Managers that filed in both quarters sold a net 51,423 shares.
- How current is this TPZ institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to TPZ by CUSIP. Options are left out. TPZ news and filings · TPZ insider trades · Top funds