Fortis Advisors, LLC Tortoise Power & Energy Infrastructure Fund Inc Transaction History

Fortis Advisors, LLC

$127 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Nov 14, 2019	SELL	$17.12 - $19.08 $34,034 - $37,931	-1,988 Closed	0 $0
Q2 2019 Aug 12, 2019	BUY	$18.2 - $19.24 $36,181 - $38,249	1,988 New	1,988 $36,000

Others Institutions Holding TPZ

# of Institutions

34

Shares Held

1.78M

Call Options Held

0

Put Options Held

0

Bulldog Investors, LLP Saddle Brook, NJ

278K
Shares

$5.05 Million
2.08% of portfolio
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL

247K
Shares

$4.49 Million
1.37% of portfolio
Saba Capital Management, L.P. New York, NY

228K
Shares

$4.14 Million
0.06% of portfolio
Bard Associates Inc Chicago, IL

212K
Shares

$3.86 Million
1.4% of portfolio
Envestnet Asset Management Inc

197K
Shares

$3.59 Million
0.0% of portfolio

About TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC

Ticker TPZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Tortoise Power and Energy Infrastructure Fund, Inc. is a closed-ended balanced mutual fund launched and managed by Tortoise Capital Advisors, LLC. The fund invests in the fixed income and public equity markets of the United States. It invests in securities of companies operating in the power and energy infrastructure sectors. The fund employs a ...

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