TPZ Institutional Ownership & Shareholders
TORTOISE POWER & ENRGY INFRA (TPZ) is currently held by 33 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $30.28M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bard Associates Inc is currently the largest disclosed institutional shareholder of TPZ tracked by InsiderSet, reporting ownership valued at approximately $5.55M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.46M, representing an estimated loss of -1.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed TPZ value among the investors covered in this analysis. Major shareholders include Bard Associates Inc, Focus Partners Wealth, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in TORTOISE POWER & ENRGY INFRA (TPZ).
This page ranks the largest institutional TPZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
33
Total Reported Value
$30.28M
Largest Holder
Bard Associates Inc
Largest Position
$5.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
48
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bard Associates Inc | 1.23% | 253,897 | $5,552,737 | $5,457,592 | -$95,145 | -1.71% | |
| Focus Partners Wealth | 0.01% | 237,222 | $5,188,058 | $5,099,158 | -$88,900 | -1.71% | |
| Cetera Investment Advisers | 0.00% | 135,002 | $2,952,491 | $2,901,908 | -$50,583 | -1.71% | |
| Lpl Financial Llc | 0.00% | 95,329 | $2,084,838 | $2,049,125 | -$35,713 | -1.71% | |
| Rockefeller Capital Management L.P. | 0.00% | 93,501 | $2,044,867 | $2,009,832 | -$35,035 | -1.71% | |
| Old Mission Capital Llc | 0.05% | 84,974 | $1,858,381 | $1,826,542 | -$31,839 | -1.71% | |
| Morgan Stanley | 0.00% | 74,002 | $1,618,424 | $1,590,695 | -$27,729 | -1.71% | |
| Uhlmann Price Securities, Llc | 0.06% | 73,399 | $1,605,292 | $1,577,734 | -$27,558 | -1.72% | |
| D.A. Davidson & Co. | 0.01% | 65,334 | $1,299,663 | $1,404,374 | +$104,711 | +8.06% | |
| Evolve Private Wealth, Llc | 0.05% | 34,868 | $762,560 | $749,498 | -$13,062 | -1.71% | |
| Osaic Holdings, Inc. | 0.00% | 33,153 | $725,170 | $712,634 | -$12,536 | -1.73% | |
| Susquehanna International Group, Llp | 0.00% | 31,947 | $698,681 | $686,710 | -$11,971 | -1.71% | |
| Truist Financial Corp | 0.00% | 24,012 | $477,667 | $516,145 | +$38,478 | +8.06% | |
| Davidson Trust Co | 0.18% | 23,000 | $457,530 | $494,392 | +$36,862 | +8.06% | |
| Raymond James Financial Inc | 0.00% | 20,452 | $447,281 | $439,622 | -$7,659 | -1.71% | |
| Concorde Asset Management, Llc | 0.22% | 17,525 | $383,272 | $376,705 | -$6,567 | -1.71% | |
| Mai Capital Management | 0.00% | 16,007 | $350,077 | $344,075 | -$6,002 | -1.71% | |
| Nwf Advisory Services Inc. | 0.03% | 14,289 | $284,244 | $307,146 | +$22,902 | +8.06% | |
| Mcgowan Group Asset Management, Inc. | 0.03% | 12,245 | $267,808 | $263,210 | -$4,598 | -1.72% | |
| Gts Securities Llc | 0.01% | 12,216 | $267,164 | $262,587 | -$4,577 | -1.71% | |
| Advisors Asset Management, Inc. | 0.00% | 18,709 | $254,816 | $402,156 | +$147,340 | +57.82% | |
| Beverly Hills Private Wealth, Llc | 0.04% | 10,320 | $225,697 | $221,831 | -$3,866 | -1.71% | |
| Montag A & Associates Inc | 0.01% | 6,622 | $131,729 | $142,342 | +$10,613 | +8.06% | |
| Blue Bell Private Wealth Management, Llc | 0.01% | 6,041 | $120,171 | $129,853 | +$9,682 | +8.06% | |
| Jpmorgan Chase & Co | 0.00% | 4,201 | $92,980 | $90,302 | -$2,678 | -2.88% | |
| Private Trust Co Na | 0.00% | 3,000 | $59,678 | $64,486 | +$4,808 | +8.06% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 2,089 | $45,686 | $44,904 | -$782 | -1.71% | |
| Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma | 0.00% | 542 | $10,782 | $11,650 | +$868 | +8.05% | |
| Strategic Investment Solutions, Inc. | 0.00% | 200 | $4,374 | $4,299 | -$75 | -1.71% | |
| Basepoint Wealth Llc | 0.00% | 199 | $4,344 | $4,278 | -$66 | -1.53% | |
| Wells Fargo & Company/Mn | 0.00% | 97 | $2,121 | $2,085 | -$36 | -1.70% | |
| Parkside Financial Bank & Trust | 0.00% | 78 | $1,555 | $1,677 | +$122 | +7.82% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 55,411 | $1,212 | $1,191,076 | +$1,189,864 | +98173.60% |
Frequently asked questions about TPZ
Who are the largest institutional holders of TPZ?
The largest institutional holders of TPZ reported in the latest SEC Form 13F filings include Bard Associates Inc, Focus Partners Wealth, Cetera Investment Advisers, Lpl Financial Llc, and Rockefeller Capital Management L.P.. InsiderSet ranks institutional holders by their latest reported TPZ position.
What is TPZ institutional ownership?
This page tracks TPZ positions reported by institutional investment managers through SEC Form 13F. TORTOISE POWER & ENRGY INFRA (TPZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own TPZ?
InsiderSet currently tracks 33 institutional managers reporting TPZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of TPZ shareholders.
How much TPZ stock do institutions own?
Institutional investment managers disclosed approximately $30.28M in TPZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was TPZ institutional ownership last updated?
The latest TPZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional TPZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its TPZ position after the reporting date.
Are institutions buying or selling TPZ?
Institutional buying and selling can be analyzed by comparing TPZ positions across consecutive 13F reporting periods. InsiderSet's TPZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View TPZ ownership changes.
How has TPZ institutional ownership changed over time?
InsiderSet tracks TPZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.