TORTOISE POWER & ENRGY INFRA (TPZ) Institutional Ownership Changes & 13F Activity

TORTOISE POWER & ENRGY INFRA (TPZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Focus Partners Wealth, Bard Associates Inc, Commonwealth Equity Services, Llc, Advisors Asset Management, Inc., and Rockefeller Capital Management L.P..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-121,444-100.0%0$0.00Q4 2025Aug 26, 2026
Nwf Advisory Services Inc.Buy+13,889—13,889$283.06KQ4 2025Mar 03, 2026
Strategic Investment Solutions, Inc.Buy+200—200$4.08KQ4 2025Feb 27, 2026
Raymond James Financial IncBuy+15,245—15,245$310.69KQ4 2025Feb 18, 2026
Rockefeller Capital Management L.P.Buy+100,915—100,915$2.06MQ4 2025Feb 17, 2026
Evolve Private Wealth, LlcBuy+42,532—42,532$869.68KQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+23,614—23,614$481.36KQ4 2025Feb 17, 2026
Old Mission Capital LlcBuy+17,223—17,223$351.00KQ4 2025Feb 17, 2026
Creative PlanningBuy+15,256—15,256$310.92KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+10,671—10,671$217.48KQ4 2025Feb 17, 2026
Jones Financial Companies LllpBuy+700—700$14.27KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+12—12$0.00Q4 2025Feb 17, 2026
Focus Partners WealthBuy+305,725—305,725$6.23MQ4 2025Feb 13, 2026
Bard Associates IncBuy+260,081—260,081$5.32MQ4 2025Feb 13, 2026
Morgan StanleyBuy+87,610—87,610$1.79MQ4 2025Feb 13, 2026
Gts Securities LlcBuy+26,333—26,333$536.67KQ4 2025Feb 13, 2026
Mai Capital ManagementBuy+18,677—18,677$380.63KQ4 2025Feb 13, 2026
First Trust Advisors LpBuy+12,433—12,433$253.38KQ4 2025Feb 13, 2026
Wells Fargo & Company/MnBuy+1—1$13.00Q4 2025Feb 13, 2026
Commonwealth Equity Services, LlcBuy+141,061—141,061$2.87MQ4 2025Feb 12, 2026
Jane Street Group, LlcBuy+11,596—11,596$236.33KQ4 2025Feb 12, 2026
Steward Partners Investment Advisory, LlcBuy+309—309$6.30KQ4 2025Feb 12, 2026
Lpl Financial LlcBuy+91,718—91,718$1.87MQ4 2025Feb 11, 2026
Cerity Partners LlcBuy+10,146—10,146$206.78KQ4 2025Feb 11, 2026
Jpmorgan Chase & CoBuy+7,536—7,536$153.58KQ4 2025Feb 11, 2026
Basepoint Wealth LlcBuy+194—194$3.96KQ4 2025Feb 10, 2026
Blue Bell Private Wealth Management, LlcBuy+6,414—6,414$130.72KQ4 2025Feb 09, 2026
Cambridge Investment Research Advisors, Inc.Buy+74,962—74,962$1.53MQ4 2025Feb 05, 2026
Beverly Hills Private Wealth, LlcBuy+10,320—10,320$216.81KQ4 2025Feb 04, 2026
Bokf, NaBuy+550—550$11.21KQ4 2025Feb 03, 2026
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Frequently asked questions about TPZ activity

  • Which institutional owners are buying TPZ?

    Institutional owners buying TPZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TPZ activity?

    "Buy" means an investor increased their reported position in TPZ compared to the prior reporting period. This reflects growing exposure to TORTOISE POWER & ENRGY INFRA (TPZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TPZ increasing?

    Institutional interest in TPZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.