Tortoise Energy Independence Fund
TORTOISE ENERGY INDEPENDENCE FUND, INC. is a company, not a closed-end fund. We still track it - notices about it are below - but most of this site is about funds.
Is anyone targeting this fund?
Yes - one large investor is pushing for changes at this company.
- Bulldog owns 8.2% and has said it may push for changes. Since Jan 22, 2024.
What this means for you
Bulldog has told the regulator it may push for changes at this company. That usually means asking for a seat on the board, a sale of the company, or a change in how it is run.
Nothing is required of you now.
Large investors can also sell down and walk away. We show every notice they file, the day it is filed.
What happened, and when
-
Jan 3, 2025
Saba sold down below 5% and stopped reporting.
Original document → -
Oct 2, 2024
Herzfeld sold down below 5% and stopped reporting.
Original document → -
Sept 10, 2024
Bulldog cut its stake to 8.2% (from 9.4%). It has said it may push for changes.
Original document → -
Jan 22, 2024
Bulldog now owns 9.4%. It has said it may push for changes.
Original document → -
Jan 17, 2024
Herzfeld now owns 5.5%, as a passive investor.
Original document →
Show all 6 events
-
Jan 9, 2024
Saba now owns 9.6%. It has said it may push for changes.
Original document →
Details: all notices, events and fund facts
| Date | Investor | Stake | Type of notice |
|---|---|---|---|
| Jan 3, 2025 | Saba | 0% | Sold down below 5% |
| Oct 2, 2024 | Herzfeld | 3.6% | Sold down below 5% |
| Sept 10, 2024 | Bulldog | 8.2% | Updated notice |
| Jan 22, 2024 | Bulldog | 9.4% | Updated notice |
| Jan 17, 2024 | Herzfeld | 5.5% | Updated notice |
| Jan 9, 2024 | Saba | 9.6% | Updated notice |
No announcements from the fund on file.
- Run by
- not filed yet
- Fund family
- not filed yet
- Exchange
- not listed
Email me when something new is filed for Tortoise Energy Independence Fund
Free. One email per notice or announcement, usually within a day. No password.