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 | iShares MSCI UAE ETF Common stock | $34.17M | +334K +59.04% | 900,987 6.86% of portfolio | medium |
| Q2 2026 as of | Add | 46654Q575 Common stock | $33.77M | +666K +1723.61% | 705,007 2.66% of portfolio | medium |
| Q2 2026 as of | Trim | 25861R402 Common stock | $-20.93M | -426K -95.66% | 19,336 0.07% of portfolio | medium |
| Q2 2026 as of | Add | 92206C706 Common stock | $18.40M | +312K +4347.81% | 319,219 1.40% of portfolio | medium |
| Q2 2026 as of | Add | 025072141 Common stock | $11.90M | +172K +1319.09% | 184,695 0.95% of portfolio | medium |
| Q2 2026 as of | Trim | 97717W281 Common stock | $-10.17M | -157K -55.07% | 128,217 0.62% of portfolio | medium |
| Q2 2026 as of | Add | 922040845 Common stock | $9.59M | +127K +159.98% | 205,882 1.16% of portfolio | medium |
| Q2 2026 as of | Exit | 47103U845 Common stock | $-7.72M | -153K -100.00% | 0 | medium |
| Q2 2026 as of | Add | 025072885 Common stock | $7.20M | +56K +15.64% | 415,640 3.97% of portfolio | medium |
| Q2 2026 as of | Add | 46641Q647 Common stock | $6.79M | +134K +25.29% | 664,214 2.51% of portfolio | medium |
| Q2 2026 as of | New | 02507A606 Common stock | $6.70M | +123K | 123,076 0.50% of portfolio | medium |
| Q2 2026 as of | Exit | 25434V864 Common stock | $-5.95M | -124K -100.00% | 0 | medium |
| Q2 2026 as of | Trim | 46641Q654 Common stock | $-5.87M | -115K -74.21% | 40,000 0.15% of portfolio | medium |
| Q2 2026 as of | New | 00039J764 Common stock | $5.05M | +201K | 201,018 0.38% of portfolio | medium |
| Q2 2026 as of | New | 46641Q159 Common stock | $3.67M | +80K | 79,732 0.27% of portfolio | low |
| Q2 2026 as of | Add | 02072L565 Common stock | $3.17M | +27K +21.60% | 152,407 1.33% of portfolio | low |
| Q2 2026 as of | Add | 92206C847 Common stock | $3.16M | +57K +13.03% | 495,847 2.04% of portfolio | low |
| Q2 2026 as of | Trim | 464287200 Common stock | $-3.04M | -4K -2.77% | 142,937 7.98% of portfolio | low |
| Q2 2026 as of | Trim | 464288588 Common stock | $-2.93M | -31K -83.77% | 6,005 0.04% of portfolio | low |
| Q2 2026 as of | Add | 82889N525 Common stock | $2.78M | +57K +12.05% | 527,409 1.93% of portfolio | low |
| Q2 2026 as of | Add | 746729763 Common stock | $2.60M | +326K +1176.24% | 354,245 0.21% of portfolio | low |
| Q2 2026 as of | Add | 72201R635 Common stock | $2.46M | +54K +74.46% | 126,080 0.43% of portfolio | low |
| Q2 2026 as of | Trim | 46436E718 Common stock | $-2.29M | -23K -7.98% | 262,915 1.97% of portfolio | low |
| Q2 2026 as of | Trim | 46431W838 Common stock | $-2.24M | -44K -72.34% | 17,000 0.06% of portfolio | low |
| Q2 2026 as of | Add | 808524870 Common stock | $2.21M | +84K +9.33% | 978,659 1.93% of portfolio | low |
| Q2 2026 as of | Add | 92189F536 Common stock | $2.15M | +121K +23.55% | 634,387 0.84% of portfolio | low |
| Q2 2026 as of | Add | 78464A854 Common stock | $2.00M | +23K +13.62% | 190,204 1.25% of portfolio | low |
| Q2 2026 as of | Add | 25434V104 Common stock | $1.88M | +36K +9.87% | 404,352 1.56% of portfolio | low |
| Q2 2026 as of | Add | 25434V831 Common stock | $1.84M | +44K +32.23% | 180,837 0.56% of portfolio | low |
| Q2 2026 as of | Add | 78468R853 Common stock | $1.60M | +28K +13.37% | 235,466 1.01% of portfolio | low |
| Q2 2026 as of | Trim | NUW Nuveen AMT-Free Municipal Value Fund Closed-End Fund | $-1.54M | -107K -17.28% | 511,065 0.55% of portfolio | low |
| Q2 2026 as of | Add | 025072695 Common stock | $1.44M | +31K +82.40% | 68,554 0.24% of portfolio | low |
| Q2 2026 as of | Add | BTT BlackRock Municipal 2030 Target Term Trust Closed-End Fund | $1.35M | +59K +4.36% | 1,420,474 2.41% of portfolio | low |
| Q2 2026 as of | Add | 46138G805 Common stock | $1.31M | +49K +11.74% | 464,700 0.93% of portfolio | low |
| Q2 2026 as of | Add | 922908637 Common stock | $1.30M | +4K +12.25% | 34,519 0.88% of portfolio | low |
| Q2 2026 as of | Add | 92204H400 Common stock | $1.24M | +12K +88.92% | 25,410 0.20% of portfolio | low |
| Q2 2026 as of | New | 02507A507 Common stock | $1.22M | +19K | 18,500 0.09% of portfolio | low |
| Q2 2026 as of | Add | 25434V401 Common stock | $1.19M | +14K +15.94% | 105,284 0.64% of portfolio | low |
| Q2 2026 as of | Add | 808524854 Common stock | $1.15M | +47K +95.20% | 95,958 0.18% of portfolio | low |
| Q2 2026 as of | Add | 464287614 Common stock | $1.13M | +9K +300.00% | 12,172 0.11% of portfolio | low |
| Q2 2026 as of | New | 78464A805 Common stock | $1.11M | +12K | 12,250 0.08% of portfolio | low |
| Q2 2026 as of | Add | 808524847 Common stock | $1.11M | +47K +8.94% | 570,742 1.01% of portfolio | low |
| Q2 2026 as of | Trim | 46434G103 Common stock | $-1.11M | -13K -4.33% | 295,482 1.82% of portfolio | low |
| Q2 2026 as of | New | 92206C599 Common stock | $1.09M | +3K | 3,300 0.08% of portfolio | low |
| Q2 2026 as of | Trim | NNY Nuveen New York Municipal Value Fund Closed-End Fund | $-1.09M | -124K -18.75% | 538,148 0.35% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-1.05M | -12K -28.41% | 30,520 0.20% of portfolio | low |
| Q2 2026 as of | Exit | NUV Nuveen Municipal Value Fund Inc Closed-End Fund | $-1.02M | -113K -100.00% | 0 | low |
| Q2 2026 as of | Add | 808524201 Common stock | $960.9K | +33K +4.63% | 737,656 1.62% of portfolio | low |
| Q2 2026 as of | Trim | 78463X756 Common stock | $-869.7K | -12K -18.98% | 49,974 0.28% of portfolio | low |
| Q2 2026 as of | Add | 25434V203 Common stock | $829.7K | +20K +6.94% | 310,076 0.95% of portfolio | low |