Nwf Advisory Services Inc. Tortoise Power & Energy Infrastructure Fund Inc Transaction History

Nwf Advisory Services Inc.

$911 Billion
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 06, 2025	SELL	$15.74 - $18.37 $23,610 - $27,555	-1,500 Reduced 11.63%	11,400 $206 Million
Q1 2024 Oct 06, 2025	BUY	$13.86 - $15.59 $178,794 - $201,111	12,900 New	12,900 $201 Million
Q1 2023 Dec 08, 2025	BUY	$12.38 - $13.86 $159,702 - $178,794	12,900 New	12,900 $170 Million

Others Institutions Holding TPZ

# of Institutions

2

Shares Held

25.7K

Call Options Held

0

Put Options Held

0

Carmichael Hill & Associates, Inc.

21.7K
Shares

$457,303
0.14% of portfolio
Benjamin F. Edwards & Company, Inc. St. Louis, MO

4K
Shares

$84,280
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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