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 | Ovintiv Inc. Common stock | $11.8K | +198 +0.09% | 230,150 0.14% of portfolio | low |
| Q1 2026 as of | Add | Southern Co Common stock | $106.5K | +1K +2.66% | 42,495 0.04% of portfolio | low |
| Q1 2026 as of | Trim | ANTERO RESOURCES Corp Common stock | $-107.6K | -3K -0.69% | 366,007 0.16% of portfolio | low |
| Q1 2026 as of | Add | Global Partners LP Common stock | $117.2K | +3K +11.43% | 27,147 0.01% of portfolio | low |
| Q1 2026 as of | Add | Ferguson Enterprises Inc. /DE Common stock | $140.1K | +610 +3.51% | 17,987 0.04% of portfolio | low |
| Q1 2026 as of | Add | Dte Energy Co Common stock | $163.0K | +1K +0.91% | 123,226 0.19% of portfolio | low |
| Q1 2026 as of | Add | CenterPoint Energy Inc Common stock | $204.0K | +5K +0.61% | 776,826 0.35% of portfolio | low |
| Q1 2026 as of | Trim | Genesis Energy LP Common stock | $-230.7K | -13K -40.02% | 19,393 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Ciena Corp Common stock | $-231.4K | -596 -2.29% | 25,418 0.10% of portfolio | low |
| Q1 2026 as of | Trim | NiSource Inc Common stock | $-233.8K | -5K -0.71% | 696,197 0.34% of portfolio | low |
| Q1 2026 as of | Add | Kinetik Holdings Inc. Common stock | $240.2K | +5K +1.37% | 367,841 0.19% of portfolio | low |
| Q1 2026 as of | Exit | TYG Tortoise Energy Infrastructure Corp Closed-End Fund | $-250.0K | -6K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Wec Energy Group, Inc. Common stock | $-250.1K | -2K -1.40% | 152,398 0.18% of portfolio | low |
| Q1 2026 as of | Trim | Nextera Energy Inc Common stock | $-270.1K | -3K -5.10% | 54,162 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 85472N109 Common stock | $-312.1K | -4K -17.02% | 17,648 0.02% of portfolio | low |
| Q1 2026 as of | Add | CLS Celestica Inc Common Stock | $317.7K | +1K +53.41% | 3,240 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Kodiak Gas Services, Inc. Common stock | $333.0K | +6K +0.79% | 726,247 0.44% of portfolio | low |
| Q1 2026 as of | Add | Cummins Inc Common stock | $404.6K | +752 +51.86% | 2,202 0.01% of portfolio | low |
| Q1 2026 as of | Trim | Sandisk Corp Common stock | $-423.1K | -666 -13.16% | 4,394 0.03% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $491.8K | +3K +53.55% | 8,086 0.01% of portfolio | low |
| Q1 2026 as of | Add | Modine Manufacturing Co Common stock | $517.9K | +2K +21.69% | 13,408 0.03% of portfolio | low |
| Q1 2026 as of | Add | Cms Energy Corp Common stock | $556.6K | +7K +3.31% | 223,947 0.18% of portfolio | low |
| Q1 2026 as of | Add | Excelerate Energy, Inc. Common stock | $591.0K | +18K +1.52% | 1,183,147 0.41% of portfolio | low |
| Q1 2026 as of | Add | 83671M105 Common stock | $599.5K | +18K +1.91% | 960,084 0.33% of portfolio | low |
| Q1 2026 as of | Exit | Equinix Inc Common stock | $-611.4K | -798 -100.00% | 0 | low |
| Q1 2026 as of | Trim | Everpure, Inc. Common stock | $-647.0K | -11K -30.60% | 24,848 0.02% of portfolio | low |
| Q1 2026 as of | Add | Caterpillar Inc Common stock | $666.0K | +940 +51.76% | 2,756 0.02% of portfolio | low |
| Q1 2026 as of | Add | CQP Cheniere Energy Partners, L.P. MLP | $890.0K | +14K +1.26% | 1,106,637 0.75% of portfolio | low |
| Q1 2026 as of | Exit | Super Micro Computer, Inc. Common stock | $-931.1K | -32K -100.00% | 0 | low |
| Q1 2026 as of | Add | Quanta Services Inc Common stock | $943.2K | +2K +16.82% | 11,932 0.07% of portfolio | low |
| Q1 2026 as of | Add | Amphenol Corp /De Common stock | $951.2K | +8K +54.09% | 21,446 0.03% of portfolio | low |
| Q1 2026 as of | Add | Sunoco LP Common stock | $963.7K | +15K +1.85% | 815,498 0.55% of portfolio | low |
| Q1 2026 as of | Add | GE Vernova Inc. Common stock | $1.01M | +1K +50.50% | 3,433 0.03% of portfolio | low |
| Q1 2026 as of | Add | Mastec Inc Common stock | $1.17M | +4K +24.76% | 18,340 0.06% of portfolio | low |
| Q1 2026 as of | Add | Core Scientific, Inc./tx Common stock | $1.21M | +81K +7.86% | 1,106,726 0.17% of portfolio | low |
| Q1 2026 as of | Add | Western Digital Corp Common stock | $1.30M | +5K +20.72% | 27,906 0.08% of portfolio | low |
| Q1 2026 as of | Exit | Digital Realty Trust Inc Common stock | $-1.32M | -9K -100.00% | 0 | low |
| Q1 2026 as of | Add | Cipher Digital Inc. Common stock | $1.33M | +103K +53.98% | 294,432 0.04% of portfolio | low |
| Q1 2026 as of | Add | Coterra Energy Inc. Common stock | $1.44M | +41K +11.28% | 403,440 0.15% of portfolio | low |
| Q1 2026 as of | Add | Devon Energy Corp Common stock | $1.47M | +29K +20.79% | 169,841 0.09% of portfolio | low |
| Q1 2026 as of | New | Nebius Group N.V. Common stock | $1.48M | +14K | 14,252 0.02% of portfolio | low |
| Q1 2026 as of | Add | Primoris Services Corp Common stock | $1.48M | +10K +53.80% | 29,558 0.04% of portfolio | low |
| Q1 2026 as of | Add | Terawulf Inc. Common stock | $1.52M | +105K +54.01% | 300,192 0.05% of portfolio | low |
| Q1 2026 as of | Add | Vertiv Holdings Co Common stock | $1.73M | +7K +23.78% | 35,906 0.09% of portfolio | low |
| Q1 2026 as of | Add | Hess Midstream LP Common stock | $1.75M | +45K +1.02% | 4,466,939 1.81% 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 |
| 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 | New | Coherent Corp Common stock | $1.84M | +8K | 7,710 0.02% 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 | Add | ANET Arista Networks, Inc. Common Stock | $1.87M | +15K +96.62% | 30,936 0.04% of portfolio | low |