Ecofin

Latest statistics and disclosures from Tortoise Advisors UK's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NEE, EXC, EIX, CVA, TERP, and represent 40.86% of Tortoise Advisors UK's stock portfolio.
  • Added to shares of these 10 stocks: EIX (+$12M), FE (+$5.8M), ADSK, EVRG, NEE, CVA, EXC, PEG, AEP, LYFT.
  • Started 2 new stock positions in ADSK, FE.
  • Reduced shares in these 9 stocks: NEP, TERP, RUN, CSTM, TT, WCN, AQN, WM, AY.
  • Sold out of its positions in CSTM.
  • Tortoise Advisors UK was a net buyer of stock by $19M.
  • Tortoise Advisors UK has $183M in assets under management (AUM), growing by 24.63%.

Portfolio Holdings for Tortoise Advisors UK

Companies in the Tortoise Advisors UK portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nextera Energy Ord (NEE) 12.2 $22M +8% 93k 240.17
Exelon Corp Ord (EXC) 8.2 $15M +8% 411k 36.29
Edison Intl Ord (EIX) 7.9 $15M +527% 266k 54.31
Covanta Hldg Corp Ord (CVA) 7.6 $14M +9% 1.4M 9.59
Terraform Pwr Ord (TERP) 5.0 $9.0M -16% 491k 18.44
Public Svc Enterprise Grp In Ord (PEG) 4.6 $8.4M +8% 170k 49.16
Algonquin Pwr Utils Corp Ord (AQN) 4.3 $7.9M -7% 616k 12.89
Sunrun Ord (RUN) 4.2 $7.7M -15% 392k 19.72
Brookfield Renewable Partner Ord (BEP) 3.6 $6.6M 138k 47.73
Evergy Ord (EVRG) 3.3 $6.0M +60% 102k 59.29
Firstenergy Corp Ord (FE) 3.2 $5.8M NEW 149k 38.78
Nextera Energy Partners Ord (NEP) 3.0 $5.4M -33% 106k 51.28
Williams Cos Ord (WMB) 2.9 $5.4M 282k 19.02
Essential Utils Convprf (WTRU) 2.9 $5.4M 95k 56.54
Waste Mgmt Inc Del Ord (WM) 2.8 $5.1M -4% 48k 105.91
Dominion Energy Ord (D) 2.7 $4.8M 60k 81.18
American Elec Pwr Ord (AEP) 2.6 $4.7M +14% 59k 79.64
Nextera Energy Convprf (NEE.PO) 2.6 $4.7M 96k 48.54
Te Connectivity Ord (TEL) 2.5 $4.6M +5% 57k 81.55
Waste Connections Ord (WCN) 2.5 $4.6M -14% 49k 93.79
Trane Technologies Ord (TT) 1.8 $3.3M -23% 37k 88.98
Dte Energy Ord (DTE) 1.8 $3.2M 30k 107.50
Atlantica Sustainable Infr P Ord (AY) 1.8 $3.2M -4% 110k 29.10
Lyft Ord (LYFT) 1.6 $3.0M +15% 91k 33.01
American Wtr Wks Ord (AWK) 1.6 $3.0M 23k 128.66
Sempra Energy Ord (SRE) 1.3 $2.4M 21k 117.23
Autodesk Ord (ADSK) 1.3 $2.4M NEW 9.9k 239.19
Essential Utils Ord (WTRG) 0.3 $489k 12k 42.24

Past Filings by Tortoise Advisors UK

SEC 13F filings are viewable for Tortoise Advisors UK going back to 2011

View all past filings