TORTOISE PWR & ENERGY INFRAS's ticker is TPZ and the CUSIP is 89147X104.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $403,111 | +6.8% | 30,173 | +5.6% | 0.00% | 0.0% |
| Q2 2023 | $377,467 | +9.0% | 28,574 | +6.1% | 0.00% | 0.0% |
| Q1 2023 | $346,171 | +27.6% | 26,939 | +26.7% | 0.00% | +33.3% |
| Q4 2022 | $271,252 | +775.0% | 21,258 | +1317.2% | 0.00% | +200.0% |
| Q2 2017 | $31,000 | -3.1% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $32,000 | – | 1,500 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Boulegeris Investments, Inc. | 71,381 | $1,674,000 | 1.20% |
| Cordasco Financial Network | 17,421 | $409,000 | 0.32% |
| MARATHON CAPITAL MANAGEMENT | 21,581 | $506,000 | 0.23% |
| HHG & Company, LLC | 19,072 | $447,000 | 0.13% |
| SII INVESTMENTS INC/WI | 39,550 | $926,000 | 0.11% |
| Advisors Asset Management, Inc. | 245,368 | $5,754,000 | 0.08% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 11,420 | $268,000 | 0.06% |
| Jacobus Wealth Management, Inc. | 9,370 | $220,000 | 0.06% |
| DAVENPORT & Co LLC | 91,747 | $2,151,467,000 | 0.03% |
| GUGGENHEIM CAPITAL LLC | 342,389 | $8,029,000 | 0.02% |