Tortoise Energy IndependenceXNDPX
13F holders, Q2 2024 (June 30)20holders −2
1new positions
3sold out
$36.19avg. 13F price*
At the end of Q2 2024, 20 institutions reported holding Tortoise Energy Independence (XNDPX) in their 13F filings, down 2 from Q1 2024. 1 opened new positions and 3 sold out. The largest holders were Saba Capital Management, L.P. ($6.1M), Bulldog Investors, LLP ($3.7M) and Thomas J. Herzfeld Advisors, Inc. ($3.1M).
- Company
- Tortoise Energy Independence
- CUSIP
- 89148K200
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $546K |
| Exits | 3 | $1.9M |
All 13F filers, Q1 2024 → Q2 2024: 71,905 shares bought and 85,624 shares sold, net −13,719 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Saba Capital Management, L.P. | 0.14% | Add +4.7% | 169,805 | $6.1M |
| Bulldog Investors, LLP | 1.37% | Reduce -2.6% | 101,357 | $3.7M |
| Thomas J. Herzfeld Advisors, Inc. | 1.07% | Reduce -5.3% | 84,389 | $3.1M |
| Aristides Capital LLC | 0.97% | No change | 64,191 | $2.3M |
| 1607 Capital Partners, LLC | 0.20% | Reduce -20.8% | 62,741 | $2.3M |
| Rivernorth Capital Management, LLC | 0.06% | Add +279.0% | 36,045 | $1.3M |
| Morgan Stanley | 0.00% | Add +29.1% | 30,391 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 17,427 | $631K |
| Osaic Holdings, Inc. | 0.00% | Add +389.0% | 16,993 | $615K |
| Almitas Capital LLC | 0.23% | New | 15,093 | $546K |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 14,227 | $515K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -22.5% | 13,941 | $505K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Add +18.5% | 12,807 | $463K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.9% | 11,520 | $417K |
| Zimmer Partners, LP | 0.01% | No change | 7,766 | $281K |
| Royal Bank of Canada | 0.00% | Reduce -26.3% | 2,127 | $77K |
| UBS Group AG | 0.00% | Reduce -22.1% | 930 | $34K |
| Wells Fargo & Company | 0.00% | Reduce -6.5% | 692 | $25K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +42.5% | 57 | $2K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 31 | $1K |
"% of holder's portfolio" is XNDPX's weight in each manager's 13F, not the share of Tortoise Energy Independence the manager owns.