Tortoise Power & Enrgy InfraXTPZX

13F holders, Q4 2024 (December 31)
1holders −36
0new positions
36sold out
$20.07avg. 13F price*

At the end of Q4 2024, 1 institutions reported holding Tortoise Power & Enrgy Infra (XTPZX) in their 13F filings, down 36 from Q3 2024. 0 opened new positions and 36 sold out. The largest holder was Blue Bell Private Wealth Management, LLC ($129K).

Company
Tortoise Power & Enrgy Infra
CUSIP
89147X104
Latest filing quarter
Q1 2025

History

Number of 13F holders

010203040 Q1 2024: 35Q1 2024Q2 2024: 35Q2 2024Q3 2024: 37Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits36$48.3M

All 13F filers, Q3 2024 → Q4 2024: 6,143 shares bought and 2,666,530 shares sold, net −2,660,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Blue Bell Private Wealth Management, LLC 0.02% Add +2266.8% 6,414 $129K

"% of holder's portfolio" is XTPZX's weight in each manager's 13F, not the share of Tortoise Power & Enrgy Infra the manager owns.