0001665198-24-000008.txt : 20240917 0001665198-24-000008.hdr.sgml : 20240917 20240917150850 ACCESSION NUMBER: 0001665198-24-000008 CONFORMED SUBMISSION TYPE: SCHEDULE 13G PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240917 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC CENTRAL INDEX KEY: 0001408201 ORGANIZATION NAME: IRS NUMBER: 260573018 STATE OF INCORPORATION: MD FISCAL YEAR END: 1130 FILING VALUES: FORM TYPE: SCHEDULE 13G SEC ACT: 1934 Act SEC FILE NUMBER: 005-89337 FILM NUMBER: 241303785 BUSINESS ADDRESS: STREET 1: 6363 COLLEGE BOULEVARD STREET 2: SUITE 100A CITY: OVERLAND PARK STATE: KS ZIP: 66211 BUSINESS PHONE: 913-981-1020 MAIL ADDRESS: STREET 1: 6363 COLLEGE BOULEVARD STREET 2: SUITE 100A CITY: OVERLAND PARK STATE: KS ZIP: 66211 FORMER COMPANY: FORMER CONFORMED NAME: TORTOISE POWER & ENERGY INCOME CO DATE OF NAME CHANGE: 20070727 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: Kovitz Investment Group Partners, LLC CENTRAL INDEX KEY: 0001665198 ORGANIZATION NAME: IRS NUMBER: 475657416 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SCHEDULE 13G BUSINESS ADDRESS: STREET 1: 71 S WACKER DR. STREET 2: SUITE 1860 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 312-334-7300 MAIL ADDRESS: STREET 1: 71 S WACKER DR. STREET 2: SUITE 1860 CITY: CHICAGO STATE: IL ZIP: 60606 SCHEDULE 13G 1 primary_doc.xml SCHEDULE 13G 0001665198 XXXXXXXX LIVE COMMON SHARES 08/31/2024 0001408201 TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC 89147X104 6363 COLLEGE BOULEVARD SUITE 100A OVERLAND PARK KS 66211 Rule 13d-1(b) Kovitz Investment Group Partners, LLC DE 735229.55 0.00 735229.55 0.00 735229.55 12.5 IA TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC 6363 COLLEGE BOULEVARD, SUITE 100A, OVERLAND PARK, KANSAS, 66211 KOVITZ INVESTMENT GROUP PARTNERS, LLC 71 SOUTH WACKER DRIVE, SUITE 1860, CHICAGO, IL 60606 DELAWARE N IA 735,229.5510 12.48 735,229.5510 0 735,229.5510 0 Y N Y Y Y Y N By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11. Kovitz Investment Group Partners, LLC JEREMY WILSON 09/17/2024