Institutions / Tortoise Investment Management, LLC / Activity
Activity — Tortoise Investment Management, LLC
250 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 | Trim | 25434V807 Common stock | $-4.9K | -90 -0.05% | 181,496 0.73% 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 | Trim | Microsoft Corp Common stock | $-7.8K | -21 -0.22% | 9,549 0.27% 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 | Trim | Bath & Body Works, Inc. Common stock | $-10.3K | -444 -3.21% | 13,400 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 464287101 Common stock | $-11.0K | -30 -0.43% | 6,917 0.19% of portfolio | low |
| Q2 2026 as of | Trim | International Business Machines Corp Common stock | $-11.2K | -40 -1.54% | 2,550 0.05% 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 | Trim | 464287879 Common stock | $-14.2K | -104 -0.39% | 26,352 0.27% of portfolio | low |
| Q2 2026 as of | Trim | 808524409 Common stock | $-14.2K | -409 -0.49% | 83,088 0.22% 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 | Trim | 025072323 Common stock | $-16.1K | -220 -1.38% | 15,723 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 | Trim | 92204A876 Common stock | $-19.6K | -100 -7.27% | 1,275 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 78470E205 Common stock | $-20.0K | -369 -3.30% | 10,814 0.04% 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 | Trim | 921908844 Common stock | $-21.3K | -90 -3.75% | 2,312 0.04% of portfolio | low |
| Q2 2026 as of | Trim | 464288869 Common stock | $-22.0K | -110 -3.70% | 2,859 0.04% of portfolio | low |
| Q2 2026 as of | Trim | 922021605 Common stock | $-22.1K | -220 -8.33% | 2,420 0.02% 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 | Trim | Merck & Co., Inc. Common stock | $-23.0K | -179 -4.92% | 3,462 0.03% 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 | Trim | GE Vernova Inc. Common stock | $-27.0K | -23 -5.56% | 391 0.03% of portfolio | low |
| Q2 2026 as of | Trim | Travelers Companies, Inc. Common stock | $-28.1K | -85 -8.06% | 970 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 921909768 Common stock | $-28.2K | -330 -1.85% | 17,501 0.11% of portfolio | low |
| Q2 2026 as of | Trim | General Electric Co Common stock | $-28.4K | -76 -5.04% | 1,431 0.04% of portfolio | low |
| Q2 2026 as of | Trim | 67092P300 Common stock | $-30.0K | -600 -9.07% | 6,015 0.02% of portfolio | low |
| Q2 2026 as of | Trim | 46436E767 Common stock | $-30.2K | -435 -6.29% | 6,477 0.03% 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 |