TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC - TPZ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | New | 305,725 | 6,230 | 0.01% | — | 1 | +305,725 | New | Q4 2025 | Feb 13, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 260,081 | 5,317 | 1.37% | 1.6% | 2 | -26,180 | -9.15% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 141,061 | 2,874 | 0.0% | 0.0% | 3 | -8,027 | -5.38% | Q4 2025 | Feb 12, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 120,252 | 2,450 | 0.04% | 0.04% | 4 | -1,192 | -0.98% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 117,218 | 2,388 | 0.01% | 0.02% | 5 | -15,155 | -11.45% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 100,915 | 2,056 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| LPL Financial LLC | History | Reduced | 91,718 | 1,869 | 0.0% | 0.0% | 7 | -4,644 | -4.82% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 87,610 | 1,785 | 0.0% | 0.0% | 8 | -17,356 | -16.53% | Q4 2025 | Feb 13, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | Added to | 75,500 | 1,538 | 0.91% | 0.96% | 9 | +371 | 0.49% | Q4 2025 | Jan 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 74,962 | 1,528 | 0.0% | 0.0% | 10 | -2,539 | -3.28% | Q4 2025 | Feb 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 42,532 | 869 | 0.05% | — | 11 | +42,532 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 28,294 | 576 | 0.0% | 0.0% | 12 | -65 | -0.23% | Q4 2025 | Feb 02, 2026 |
| GTS SECURITIES LLC | History | Reduced | 26,333 | 536 | 0.02% | 0.04% | 13 | -17,105 | -39.38% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 23,614 | 481 | 0.0% | 0.0% | 14 | -1,847 | -7.25% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 18,677 | 380 | 0.0% | 0.0% | 15 | -3,819 | -16.98% | Q4 2025 | Feb 13, 2026 |
| Concorde Asset Management, LLC | History | No change | 18,225 | 371 | 0.15% | 0.16% | 16 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 17,223 | 351 | 0.01% | — | 17 | +17,223 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 15,245 | 310 | 0.0% | 0.0% | 18 | -1,003 | -6.17% | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Added to | 15,256 | 310 | 0.0% | 0.0% | 19 | +96 | 0.63% | Q4 2025 | Feb 17, 2026 |
| NWF Advisory Services Inc. | History | No change | 13,889 | 283 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 12,433 | 253 | 0.0% | 0.0% | 21 | -245 | -1.93% | Q4 2025 | Feb 13, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 12,107 | 246 | 0.03% | 0.03% | 22 | +41 | 0.34% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,596 | 236 | 0.0% | 0.0% | 23 | -77,587 | -87.0% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,671 | 217 | 0.0% | 0.0% | 24 | -641 | -5.67% | Q4 2025 | Feb 17, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 10,320 | 210 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 10,146 | 206 | 0.0% | 0.0% | 26 | -94 | -0.92% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,536 | 153 | 0.0% | 0.0% | 27 | +2,176 | 40.6% | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 6,622 | 135 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 6,414 | 130 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,000 | 61 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 1,032 | 21 | 0.0% | 0.0% | 31 | -300 | -22.52% | Q4 2025 | Jan 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 700 | 14 | 0.0% | — | 32 | +700 | New | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | No change | 550 | 11 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 542 | 11 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 309 | 6 | 0.0% | 0.0% | 35 | -16 | -4.92% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Reduced | 227 | 4 | 0.0% | 0.0% | 36 | -16,212 | -98.62% | Q4 2025 | Jan 29, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 200 | 4 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Basepoint Wealth LLC | History | New | 194 | 3 | 0.0% | — | 38 | +194 | New | Q4 2025 | Feb 10, 2026 |
| FNY Investment Advisers, LLC | History | New | 100 | 2 | 0.0% | — | 39 | +100 | New | Q4 2025 | Jan 16, 2026 |
| Journey Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -562,329 | -100.0% | Q3 2025 | Nov 10, 2025 |
| BREAKTHRU ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 5.19% | — | -375,510 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -318,112 | -100.0% | Q3 2025 | Nov 10, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -14,323 | -99.99% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,600 | -100.0% | Q3 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 17, 2026 |