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TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC hedge fund holdings

TPZ
$20.44+0.22 (+1.09%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

TPZ · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-4.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025712$3.55M$7.85M33Aug 14, 2025
Q3 202599$10.7M$5.69M37Nov 14, 2025
Q4 2025419$6.26M$30M39Feb 14, 2026
Q1 20261015$4.02M$5.11M37May 15, 2026
Q2 2026713$3.44M$4.27M32Aug 14, 2026

Quarterly action breakdown

Q2 2026
32 filers
New position
2
$701K+32K sh
Increased
5
$2.74M+125K sh
Reduced
9
-$3.24M-148K sh
Out / sold
4
-$1.02M-46.7K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Old Mission Capital LLCAdded 478.37%+$1.54M$1.86M0.03%Aug 14, 2026
GTS Securities LLCReduce 67.39%-$552K$267K0.01%Aug 14, 2026
D.A. Davidson & Co.Reduce 18.98%-$342K$1.46M0.01%Jul 24, 2026
Twelve Points Wealth Management LLCSell 100%-$208K$00.00%Aug 7, 2026
Breakwater Capital GroupSell 100%-$204K$00.00%Jul 8, 2026
Evolve Private Wealth, LLCReduce 12.76%-$111K$763K0.05%Aug 12, 2026
Sound Income Strategies, LLCSell 100%-$30.7K$00.00%Jul 20, 2026
Bard Associates IncReduce 0.32%-$17.7K$5.55M1.23%Aug 12, 2026
Uhlmann Price Securities, LLCReduce 1.02%-$16.5K$1.61M0.06%Jul 24, 2026
McGowan Group Asset Management, Inc.Added 0.48%+$1.27K$268K0.03%Aug 12, 2026
Basepoint Wealth LLCAdded 1.02%+$44$4.34K0.00%Aug 10, 2026

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