Institutions / Tortoise Capital Advisors, L.L.C. / Activity
Activity — Tortoise Capital Advisors, L.L.C.
95 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Cheniere Energy, Inc. Common stock | $74.74M | +263K +11.48% | 2,557,784 7.56% of portfolio | high |
| Q1 2026 as of | Trim | 87807B107 Common stock | $-73.54M | -1.2M -12.79% | 8,007,666 5.22% of portfolio | high |
| Q1 2026 as of | Add | Constellation Energy Corp Common stock | $50.72M | +182K +84.41% | 396,789 1.15% of portfolio | high |
| Q1 2026 as of | Trim | Sempra Common stock | $-45.98M | -473K -29.52% | 1,129,673 1.14% of portfolio | medium |
| Q1 2026 as of | Trim | Kinder Morgan, Inc. Common stock | $-43.55M | -1.3M -14.19% | 7,853,411 2.74% of portfolio | medium |
| Q1 2026 as of | Add | Targa Resources Corp Common stock | $39.55M | +158K +4.65% | 3,546,761 9.26% of portfolio | medium |
| Q1 2026 as of | Add | Marathon Petroleum Corp Common stock | $34.67M | +142K +512.30% | 169,704 0.43% of portfolio | medium |
| Q1 2026 as of | Add | Valero Energy Corp Common stock | $33.63M | +136K +435.23% | 167,394 0.43% of portfolio | medium |
| Q1 2026 as of | Add | ONEOK Inc Common stock | $28.12M | +311K +5.38% | 6,092,659 5.74% of portfolio | medium |
| Q1 2026 as of | Add | Plains All American Pipeline LP Common stock | $27.92M | +1.3M +13.10% | 10,792,532 2.51% of portfolio | medium |
| Q1 2026 as of | Add | EPD Enterprise Products Partners L.P. MLP | $21.95M | +580K +4.06% | 14,861,384 5.86% of portfolio | medium |
| Q1 2026 as of | Trim | 29250N105 Common stock | $-19.52M | -360K -5.11% | 6,696,559 3.78% of portfolio | medium |
| Q1 2026 as of | New | Chevron Corp Common stock | $16.21M | +78K | 78,350 0.17% of portfolio | medium |
| Q1 2026 as of | Exit | Exxon Mobil Corp Common stock | $-16.00M | -133K -100.00% | 0 | medium |
| Q1 2026 as of | Add | ET Energy Transfer LP MLP | $15.19M | +787K +2.03% | 39,462,878 7.93% of portfolio | medium |
| Q1 2026 as of | Trim | EXPAND ENERGY Corp Common stock | $-14.03M | -128K -47.17% | 143,176 0.16% of portfolio | medium |
| Q1 2026 as of | Add | NRG Energy Inc Common stock | $10.86M | +74K +23.16% | 395,300 0.60% of portfolio | medium |
| Q1 2026 as of | Add | Vistra Corp. Common stock | $10.78M | +72K +17.73% | 476,205 0.75% of portfolio | medium |
| Q1 2026 as of | New | Diamondback Energy, Inc. Common stock | $10.22M | +52K | 51,684 0.11% of portfolio | medium |
| Q1 2026 as of | Add | Williams Cos Inc/The Common stock | $9.93M | +136K +1.20% | 11,499,134 8.72% of portfolio | medium |
| Q1 2026 as of | Add | Western Midstream Partners LP Common stock | $9.90M | +240K +2.82% | 8,779,628 3.77% of portfolio | medium |
| Q1 2026 as of | New | Halliburton Co Common stock | $9.54M | +245K | 244,800 0.10% of portfolio | medium |
| Q1 2026 as of | Trim | Evergy, Inc. Common stock | $-7.98M | -97K -7.14% | 1,267,504 1.08% of portfolio | medium |
| Q1 2026 as of | New | Seagate Technology Holdings PLC Common stock | $7.44M | +19K | 18,988 0.08% of portfolio | medium |
| Q1 2026 as of | Exit | First Solar Inc Common stock | $-7.38M | -28K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Talen Energy Corp Common stock | $7.13M | +22K +19.14% | 139,041 0.46% of portfolio | medium |
| Q1 2026 as of | Add | FRMI Fermi Inc. Common Stock | $6.99M | +1.2M +110.41% | 2,280,837 0.14% of portfolio | medium |
| Q1 2026 as of | Add | 706327103 Common stock | $5.81M | +130K +3.38% | 3,982,948 1.85% of portfolio | medium |
| Q1 2026 as of | Trim | Antero Midstream Corp Common stock | $-5.56M | -244K -2.14% | 11,159,394 2.65% of portfolio | medium |
| Q1 2026 as of | Trim | Phillips 66 Common stock | $-5.25M | -29K -26.32% | 80,743 0.15% of portfolio | medium |
| Q1 2026 as of | Add | Dell Technologies Inc. Common stock | $4.42M | +27K +78.53% | 61,252 0.10% of portfolio | low |
| Q1 2026 as of | New | Q4982L109 Common stock | $4.33M | +126K | 126,312 0.05% of portfolio | low |
| Q1 2026 as of | New | Dycom Industries Inc Common stock | $4.32M | +13K | 12,764 0.05% of portfolio | low |
| Q1 2026 as of | Add | Entergy Corp /De Common stock | $4.05M | +36K +9.18% | 428,752 0.50% of portfolio | low |
| Q1 2026 as of | Add | Micron Technology Inc Common stock | $3.72M | +11K +93.73% | 22,740 0.08% of portfolio | low |
| Q1 2026 as of | Add | ProPetro Holding Corp. Common stock | $3.64M | +253K +110.74% | 481,294 0.07% of portfolio | low |
| Q1 2026 as of | Add | DT Midstream, Inc. Common stock | $3.58M | +27K +0.89% | 3,007,559 4.22% of portfolio | low |
| Q1 2026 as of | New | Credo Technology Group Holding Ltd Common stock | $3.48M | +37K | 37,048 0.04% of portfolio | low |
| Q1 2026 as of | Trim | MPLX Mplx LP MLP | $-3.39M | -59K -0.45% | 13,260,584 7.88% of portfolio | low |
| Q1 2026 as of | Add | Xcel Energy Inc Common stock | $3.29M | +41K +10.37% | 440,626 0.36% of portfolio | low |
| Q1 2026 as of | Add | PAGP Plains Gp Holdings LP Ltd Part | $2.30M | +95K +0.81% | 11,799,098 2.98% of portfolio | low |
| Q1 2026 as of | New | Lumentum Hldgs Inc Common stock | $2.11M | +3K | 3,002 0.02% of portfolio | low |
| Q1 2026 as of | Add | MYR Group Inc. Common stock | $2.02M | +7K +53.77% | 20,430 0.06% of portfolio | low |
| Q1 2026 as of | Add | EQT Corp Common stock | $1.99M | +31K +4.73% | 692,704 0.46% of portfolio | low |
| Q1 2026 as of | Add | nVent Electric plc Common stock | $1.95M | +16K +42.75% | 55,006 0.07% of portfolio | low |
| Q1 2026 as of | Add | ANET Arista Networks, Inc. Common Stock | $1.87M | +15K +96.62% | 30,936 0.04% of portfolio | low |
| Q1 2026 as of | New | Hut 8 Corp. Common stock | $1.84M | +39K | 39,264 0.02% of portfolio | low |
| Q1 2026 as of | New | Coherent Corp Common stock | $1.84M | +8K | 7,710 0.02% of portfolio | low |
| Q1 2026 as of | New | FPS Forgent Power Solutions, Inc. Common Stock | $1.83M | +63K | 62,692 0.02% of portfolio | low |
| Q1 2026 as of | Trim | Clearway Energy, Inc. Common stock | $-1.77M | -45K -1.72% | 2,582,138 1.06% of portfolio | low |