Institutions / Tortoise Investment Management, LLC / Activity
Activity — Tortoise Investment Management, LLC
112 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 25434V732 Common stock | $163 | +4 +0.03% | 15,956 0.05% of portfolio | low |
| Q2 2026 as of | Add | Terawulf Inc. Common stock | $173 | +7 +<0.01% | 153,225 0.28% of portfolio | low |
| Q2 2026 as of | Add | Heico Corp Common stock | $516 | +2 +0.07% | 2,919 0.06% of portfolio | low |
| Q2 2026 as of | Add | 464287309 Common stock | $550 | +4 +0.07% | 5,726 0.06% of portfolio | low |
| Q2 2026 as of | Add | Mueller Industries Inc Common stock | $738 | +6 +0.17% | 3,478 0.03% of portfolio | low |
| Q2 2026 as of | Add | Mettler-Toledo International Inc Common stock | $1.3K | +1 +0.49% | 205 0.02% of portfolio | low |
| Q2 2026 as of | Add | 808524607 Common stock | $1.5K | +41 +0.02% | 249,627 0.67% of portfolio | low |
| Q2 2026 as of | Add | Yum! Brands Inc Common stock | $2.1K | +13 +0.89% | 1,475 0.02% of portfolio | low |
| Q2 2026 as of | Add | 922042858 Common stock | $2.1K | +36 +0.02% | 181,484 0.81% of portfolio | low |
| Q2 2026 as of | Add | 78464A284 Common stock | $2.3K | +90 +0.44% | 20,445 0.04% of portfolio | low |
| Q2 2026 as of | Add | Hartford Insurance Group, Inc. Common stock | $3.3K | +25 +1.62% | 1,566 0.02% of portfolio | low |
| Q2 2026 as of | Add | Axsome Therapeutics, Inc. Common stock | $3.7K | +15 +0.80% | 1,885 0.03% of portfolio | low |
| Q2 2026 as of | Add | 808524805 Common stock | $3.8K | +137 +0.10% | 139,138 0.29% of portfolio | low |
| Q2 2026 as of | Add | 921910725 Common stock | $4.7K | +57 +0.96% | 5,984 0.04% of portfolio | low |
| Q2 2026 as of | Add | 46435G516 Common stock | $5.7K | +55 +1.87% | 2,996 0.02% of portfolio | low |
| Q2 2026 as of | Add | Mcdonald'S Corp Common stock | $7.8K | +29 +2.89% | 1,034 0.02% of portfolio | low |
| Q2 2026 as of | Add | 922908553 Common stock | $11.5K | +119 +0.69% | 17,474 0.13% of portfolio | low |
| Q2 2026 as of | Add | T Rowe Price Group Inc Common stock | $11.5K | +101 +3.56% | 2,935 0.02% of portfolio | low |
| Q2 2026 as of | Add | Home Depot, Inc. Common stock | $14.5K | +41 +1.22% | 3,407 0.09% of portfolio | low |
| Q2 2026 as of | Add | Union Pacific Corp Common stock | $16.9K | +62 +2.58% | 2,468 0.05% of portfolio | low |
| Q2 2026 as of | Add | 78464A664 Common stock | $17.5K | +669 +0.98% | 69,051 0.13% of portfolio | low |
| Q2 2026 as of | Add | RTX Corp Common stock | $20.3K | +107 +5.78% | 1,959 0.03% of portfolio | low |
| Q2 2026 as of | Add | Philip Morris International Inc. Common stock | $22.4K | +124 +9.42% | 1,441 0.02% of portfolio | low |
| Q2 2026 as of | Add | 46438F101 Common stock | $23.0K | +692 +12.48% | 6,237 0.02% of portfolio | low |
| Q2 2026 as of | Add | 921910733 Common stock | $24.5K | +185 +1.09% | 17,083 0.17% of portfolio | low |
| Q2 2026 as of | Add | Palantir Technologies Inc Common stock | $25.0K | +214 +10.88% | 2,181 0.02% of portfolio | low |
| Q2 2026 as of | Add | 464285204 Common stock | $31.0K | +410 +7.33% | 6,003 0.03% of portfolio | low |
| Q2 2026 as of | Add | 25434V781 Common stock | $31.5K | +784 +2.02% | 39,525 0.12% of portfolio | low |
| Q2 2026 as of | Add | Emerson Electric Co Common stock | $31.8K | +222 +6.01% | 3,916 0.04% of portfolio | low |
| Q2 2026 as of | Add | 46137V357 Common stock | $32.8K | +154 +13.51% | 1,294 0.02% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $37.8K | +150 +15.34% | 1,128 0.02% of portfolio | low |
| Q2 2026 as of | Add | DNP Dnp Select Income Fund Inc Closed-End Fund | $41.4K | +4K +5.76% | 70,472 0.06% of portfolio | low |
| Q2 2026 as of | Add | 921937827 Common stock | $42.4K | +544 +8.07% | 7,288 0.04% of portfolio | low |
| Q2 2026 as of | Add | American Express Co Common stock | $45.0K | +133 +10.44% | 1,407 0.04% of portfolio | low |
| Q2 2026 as of | Add | Parker-Hannifin Corp Common stock | $45.0K | +46 +7.89% | 629 0.05% of portfolio | low |
| Q2 2026 as of | Add | Visa Inc Common stock | $46.7K | +136 +14.30% | 1,087 0.03% of portfolio | low |
| Q2 2026 as of | Add | 922020805 Common stock | $55.3K | +1K +5.14% | 22,485 0.08% of portfolio | low |
| Q2 2026 as of | Add | 25434V500 Common stock | $58.8K | +714 +0.91% | 78,776 0.48% of portfolio | low |
| Q2 2026 as of | Add | 25434V716 Common stock | $59.7K | +1K +8.14% | 17,000 0.06% of portfolio | low |
| Q2 2026 as of | Add | 03463K760 Common stock | $64.0K | +3K +0.48% | 651,023 1.01% of portfolio | low |
| Q2 2026 as of | Add | 25434V757 Common stock | $64.6K | +2K +3.49% | 44,835 0.14% of portfolio | low |
| Q2 2026 as of | Add | 025072604 Common stock | $66.9K | +693 +0.58% | 121,127 0.87% of portfolio | low |
| Q2 2026 as of | Add | 25434V856 Common stock | $70.1K | +2K +6.31% | 28,642 0.09% of portfolio | low |
| Q2 2026 as of | Add | 464287655 Common stock | $78.1K | +260 +4.63% | 5,872 0.13% of portfolio | low |
| Q2 2026 as of | Add | Meta Platforms Inc Common stock | $91.2K | +162 +17.36% | 1,095 0.05% of portfolio | low |
| Q2 2026 as of | Add | 025072877 Common stock | $92.3K | +740 +1.05% | 71,494 0.66% of portfolio | low |
| Q2 2026 as of | Add | 808524706 Common stock | $103.5K | +3K +3.80% | 77,970 0.21% of portfolio | low |
| Q2 2026 as of | Add | Exxon Mobil Corp Common stock | $109.6K | +802 +20.04% | 4,804 0.05% of portfolio | low |
| Q2 2026 as of | Add | Tesla Inc Common stock | $114.0K | +271 +21.85% | 1,511 0.05% of portfolio | low |
| Q2 2026 as of | Add | 78463X509 Common stock | $127.5K | +2K +0.74% | 336,148 1.30% of portfolio | low |