Tortoise Power and Energy Infrastructure Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 11,700 | $211,887 | -18.64% | 0.20% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/07/2025 | 6,414 | $128,697 | 2,266.79% | 0.11% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| TRUIST FINANCIAL CORP | 01/31/2025 | 0 | $0 | -100.00% | 0.00% |
| SIT INVESTMENT ASSOCIATES INC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| MONTAG A & ASSOCIATES INC | 01/30/2025 | 0 | $0 | -100.00% | 0.00% |
| D.A. DAVIDSON & CO. | 01/31/2025 | 0 | $0 | -100.00% | 0.00% |
| CSS LLC/IL | 02/18/2025 | 0 | $0 | -100.00% | 0.00% |
| BARD ASSOCIATES INC | 02/06/2025 | 0 | $0 | -100.00% | 0.00% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| PRIVATE TRUST CO NA | 02/05/2025 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/03/2025 | 0 | $0 | -100.00% | 0.00% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 0 | $0 | -100.00% | 0.00% |
| CIBC PRIVATE WEALTH GROUP, LLC | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| BULLDOG INVESTORS, LLP | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| THOMAS J. HERZFELD ADVISORS, INC. | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| SABA CAPITAL MANAGEMENT, L.P. | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ZIMMER PARTNERS, LP | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| ARISTIDES CAPITAL LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| ALMITAS CAPITAL LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| CHOREO, LLC | 01/27/2025 | 0 | $0 | -100.00% | 0.00% |
| STRATOS WEALTH ADVISORS, LLC | 01/27/2025 | 0 | $0 | -100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/06/2025 | 0 | $0 | -100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| 01/31/2025 | 0 | $0 | -100.00% | 0.00% | |
| QUARRY LP | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
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Tortoise Power and Energy Infrastructure Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 54 institutional investors and hedge funds held shares of Tortoise Power and Energy Infrastructure Fund, Inc.. The most heavily invested institutionals were:
ADVISOR GROUP HOLDINGS, INC.: 11,700
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 6,414
Zimmer Partners, LP: 0
SIT INVESTMENT ASSOCIATES INC: 0
PRIVATE TRUST CO NA: 0
Steward Partners Investment Advisory, LLC: 0
0.31% of Tortoise Power and Energy Infrastructure Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 475,451 shares in the last 24 months. This purchase volume represents approximately $9.76 M in transactions.