Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / ESSENTIAL ENERGY
-
Number of holders
-
39
-
Total 13F shares, excl. options
-
2,788,134
-
Shares change
-
+323,006
-
Total reported value, excl. options
-
$57,193,303
-
Value change
-
+$6,844,090
-
Number of buys
-
15
-
Number of sells
-
-18
-
Price
-
$21.01
Significant Holders of TORTOISE CAPITAL SERIES TRUS - ESSENTIAL ENERGY (TPZ) as of Q3 2025
43 filings reported holding TPZ - TORTOISE CAPITAL SERIES TRUS - ESSENTIAL ENERGY as of Q3 2025.
TORTOISE CAPITAL SERIES TRUS - ESSENTIAL ENERGY (TPZ) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,788,134 shares
.
Largest 10 shareholders include Journey Advisory Group, LLC (562,329 shares), BREAKTHRU ADVISORY SERVICES, LLC (375,510 shares), Kovitz Investment Group Partners, LLC (318,112 shares), BARD ASSOCIATES INC (286,261 shares), COMMONWEALTH EQUITY SERVICES, LLC (149,088 shares), D.A. DAVIDSON & CO. (132,373 shares), Advisors Asset Management, Inc. (121,444 shares), MORGAN STANLEY (104,966 shares), Rockefeller Capital Management L.P. (100,915 shares), and LPL Financial LLC (96,362 shares).
This table shows the top 39 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.