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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | Sell | -121,444 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Nwf Advisory Services Inc. | Buy | +13,889 | — | 13,889 | $283.06K | Q4 2025 | Mar 03, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +200 | — | 200 | $4.08K | Q4 2025 | Feb 27, 2026 |
| Raymond James Financial Inc | Buy | +15,245 | — | 15,245 | $310.69K | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | Buy | +100,915 | — | 100,915 | $2.06M | Q4 2025 | Feb 17, 2026 |
| Evolve Private Wealth, Llc | Buy | +42,532 | — | 42,532 | $869.68K | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +23,614 | — | 23,614 | $481.36K | Q4 2025 | Feb 17, 2026 |
| Old Mission Capital Llc | Buy | +17,223 | — | 17,223 | $351.00K | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +15,256 | — | 15,256 | $310.92K | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +10,671 | — | 10,671 | $217.48K | Q4 2025 | Feb 17, 2026 |
| Jones Financial Companies Lllp | Buy | +700 | — | 700 | $14.27K | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +12 | — | 12 | $0.00 | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | Buy | +305,725 | — | 305,725 | $6.23M | Q4 2025 | Feb 13, 2026 |
| Bard Associates Inc | Buy | +260,081 | — | 260,081 | $5.32M | Q4 2025 | Feb 13, 2026 |
| Morgan Stanley | Buy | +87,610 | — | 87,610 | $1.79M | Q4 2025 | Feb 13, 2026 |
| Gts Securities Llc | Buy | +26,333 | — | 26,333 | $536.67K | Q4 2025 | Feb 13, 2026 |
| Mai Capital Management | Buy | +18,677 | — | 18,677 | $380.63K | Q4 2025 | Feb 13, 2026 |
| First Trust Advisors Lp | Buy | +12,433 | — | 12,433 | $253.38K | Q4 2025 | Feb 13, 2026 |
| Wells Fargo & Company/Mn | Buy | +1 | — | 1 | $13.00 | Q4 2025 | Feb 13, 2026 |
| Commonwealth Equity Services, Llc | Buy | +141,061 | — | 141,061 | $2.87M | Q4 2025 | Feb 12, 2026 |
| Jane Street Group, Llc | Buy | +11,596 | — | 11,596 | $236.33K | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +309 | — | 309 | $6.30K | Q4 2025 | Feb 12, 2026 |
| Lpl Financial Llc | Buy | +91,718 | — | 91,718 | $1.87M | Q4 2025 | Feb 11, 2026 |
| Cerity Partners Llc | Buy | +10,146 | — | 10,146 | $206.78K | Q4 2025 | Feb 11, 2026 |
| Jpmorgan Chase & Co | Buy | +7,536 | — | 7,536 | $153.58K | Q4 2025 | Feb 11, 2026 |
| Basepoint Wealth Llc | Buy | +194 | — | 194 | $3.96K | Q4 2025 | Feb 10, 2026 |
| Blue Bell Private Wealth Management, Llc | Buy | +6,414 | — | 6,414 | $130.72K | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +74,962 | — | 74,962 | $1.53M | Q4 2025 | Feb 05, 2026 |
| Beverly Hills Private Wealth, Llc | Buy | +10,320 | — | 10,320 | $216.81K | Q4 2025 | Feb 04, 2026 |
| Bokf, Na | Buy | +550 | — | 550 | $11.21K | Q4 2025 | Feb 03, 2026 |
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.
Related TPZ Institutional Insights
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- TPZ Insider Trading & SEC Form 4 Activity
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