TORTOISE CAPITAL SERIES TRUS - ESSENTIAL ENERGY (TPZ) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2024 to Q4 2025

Type / Class
Equity / ESSENTIAL ENERGY
Symbol
TPZ
Price per share
$20.92
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,674,941
Total reported value
$34,156,790
% of total 13F portfolios
0%
Share change
-1,141,636
Value change
-$22,576,068
Number of holders
38
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 38 institutional investors reported holding 1,674,941 shares of TORTOISE CAPITAL SERIES TRUS - ESSENTIAL ENERGY (TPZ).

Institutional Holders of TORTOISE CAPITAL SERIES TRUS - ESSENTIAL ENERGY (TPZ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,674,941 $34,156,790 -$22,576,068 $20.38 38
2025 Q3 2,788,134 $57,193,303 +$6,844,090 $21.01 39
2025 Q2 2,446,194 $49,194,750 -$5,798,351 $20.50 38
2025 Q1 2,744,865 $54,559,029 -$52,264,118 $20.65 39
2024 Q4 5,985,408 $120,220,007 +$118,922,778 $20.06 53
2024 Q3 47,473 $859,736 +$859,736 $18.11 1