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Disclosery

TPZ TORTOISE CAPITAL SERIES TRUS

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ESSENTIAL ENERGY (fund)

39 managers (39 13F filers) reported a position in TPZ shares at 2026-03-31, 1,636,939 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
39
13F filers
39
New
4
Added
10
Reduced
18
Sold out
6
Shares held by filers
1,636,939

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Focus Partners Wealthin group Focus Partners Wealth292,440$6.4M0.01%-13,28513F-HRTimelineGroup
BARD ASSOCIATES INC254,707$5.57M1.4%-5,37413F-HRTimeline
Cetera Investment Advisers135,508$2.96M<0.01%+124,83713F-HRTimeline
Advisors Asset Management, Inc.119,743$2.62M0.04%-50913F-HRTimeline
LPL Financial LLC99,279$2.17M<0.01%+7,56113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…94,705$2.07M<0.01%-6,21013F-HRTimelineGroup
D.A. DAVIDSON & CO.82,440$1.8M0.01%-34,77813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY82,038$1.79M<0.01%-5,57213F-HRTimelineGroup
UHLMANN PRICE SECURITIES, LLC74,155$1.62M0.11%-1,34513F-HRTimeline
Cambridge Investment Research Advisors,…70,370$1.54M<0.01%-4,59213F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC39,966$874K0.05%-2,56613F-HRTimeline
GTS SECURITIES LLC37,459$820K0.03%+11,12613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,515$580K<0.01%+14,91913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,930$567K<0.01%+2,31613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,544$559K<0.01%-2,75013F-HRTimelineGroup
MAI Capital Management18,811$412K<0.01%+13413F-HRTimeline
Concorde Asset Management, LLC17,525$383K0.19%-70013F-HRTimeline
NWF Advisory Services Inc.16,189$354K0.04%+2,30013F-HRTimeline
Creative Planningin group Creative Planning15,674$343K<0.01%+41813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,006$328K<0.01%-23913F-HRTimelineGroup
OLD MISSION CAPITAL LLC14,692$321K0.01%-2,53113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,406$271K<0.01%-2713F-HRTimelineGroup
McGowan Group Asset Management, Inc.12,187$267K0.03%+8013F-HRTimeline
Beverly Hills Private Wealth, LLC10,320$226K0.04%013F-HRTimeline
Twelve Points Wealth Management LLC9,503$208K0.05%new13F-HRTimeline
Breakwater Capital Group9,307$204K0.03%new13F-HRTimeline
MONTAG A & ASSOCIATES INC6,622$145K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC6,135$134K0.02%-27913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,904$107K<0.01%-2,63213F-HR/ATimelineGroup
PRIVATE TRUST CO NA3,000$65.6K0.01%013F-HRTimeline
Sound Income Strategies, LLC1,400$30.7K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,032$22.6K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…542$12.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…309$6.76K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL200$4.38K<0.01%013F-HRTimeline
Basepoint Wealth LLC197$4.31K<0.01%+313F-HRTimeline
UBS Group AGin group UBS Group AG102$2.23K<0.01%-12513F-HRTimelineGroup
Parkside Financial Bank & Trust77$1.68K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$6<0.01%-113F-HR/ATimelineGroupAmount filed as zero, left out of ratios.