TORTOISE CAPITAL SERIES TRUS - ESSENTIAL ENERGY (TPZ)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / ESSENTIAL ENERGY
Total 13F shares
5,985,408
Share change
+5,916,131
Total reported value
$120,220,007
Price per share
$20.06
Number of holders
53
Value change
+$118,922,778
Number of buys
52
Number of sells
1

Institutional Holders of TORTOISE CAPITAL SERIES TRUS - ESSENTIAL ENERGY (TPZ) as of Q4 2024

As of 31 Dec 2024, TORTOISE CAPITAL SERIES TRUS - ESSENTIAL ENERGY (TPZ) was held by 53 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,985,408 shares. The largest 10 holders included Kovitz Investment Group Partners, LLC, Kovitz Investment Group Partners, LLC, Bulldog Investors, LLP, Almitas Capital LLC, BARD ASSOCIATES INC, JANE STREET GROUP, LLC, Aristides Capital LLC, Yakira Capital Management, Inc., CSS LLC/IL, and MORGAN STANLEY. This page lists 53 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.