Tortoise Capital Advisors

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

  • Top 5 stock holdings are TRGP, MPLX, OKE, ET, LNG, and represent 44.43% of Tortoise Capital Advisors's stock portfolio.
  • Added to shares of these 10 stocks: OKE (+$104M), AM (+$40M), VG (+$29M), DTM (+$27M), SRE (+$27M), TRP (+$19M), ET (+$18M), XOM (+$13M), ENB (+$8.5M), CMS (+$7.4M).
  • Started 4 new stock positions in XIFR, XEL, WEC, VG.
  • Reduced shares in these 10 stocks: ENLC (-$155M), TRGP (-$50M), MPLX (-$27M), LNG (-$22M), PAA (-$17M), PAGP (-$14M), GEL (-$12M), HESM (-$11M), EQT (-$8.0M), WMB (-$7.1M).
  • Sold out of its positions in ENLC, NFE, OXY.
  • Tortoise Capital Advisors was a net seller of stock by $-43M.
  • Tortoise Capital Advisors has $8.3B in assets under management (AUM), dropping by 5.89%.
  • Central Index Key (CIK): 0001280965

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Portfolio Holdings for Tortoise Capital Advisors

Tortoise Capital Advisors holds 51 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Targa Res Corp (TRGP) 10.0 $828M -5% 4.1M 200.47
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MPLX Com Unit Rep Ltd (MPLX) 8.9 $735M -3% 14M 53.52
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Oneok (OKE) 8.6 $712M +17% 7.2M 99.22
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Energy Transfer Com Ut Ltd Ptn (ET) 8.6 $710M +2% 38M 18.59
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Cheniere Energy Com New (LNG) 8.4 $691M -3% 3.0M 231.40
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Williams Companies (WMB) 8.2 $678M 11M 59.76
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Enterprise Products Partners (EPD) 6.4 $527M 15M 34.14
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Tc Energy Corp (TRP) 5.0 $410M +4% 8.7M 47.21
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Western Midstream Partners Com Unit Lp Int (WES) 3.9 $325M 7.9M 40.96
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Hess Midstream Cl A Shs (HESM) 3.7 $310M -3% 7.3M 42.29
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Kinder Morgan (KMI) 3.5 $290M 10M 28.53
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Enbridge (ENB) 3.4 $284M +3% 6.4M 44.31
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Plains GP Holdings Ltd Partnr Int A (PAGP) 3.1 $253M -5% 12M 21.36
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Plains All American Pipeline L Unit Ltd Partn (PAA) 3.0 $249M -6% 13M 20.00
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Antero Midstream Corp antero midstream (AM) 2.0 $168M +31% 9.3M 18.00
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Pembina Pipeline Corp (PBA) 2.0 $164M -3% 4.1M 40.03
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DT Midstream Common Stock (DTM) 1.8 $153M +21% 1.6M 96.48
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Sempra Energy (SRE) 1.2 $103M +35% 1.4M 71.36
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Clearway Energy CL C (CWEN) 1.0 $84M 2.8M 30.27
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Sunoco Com Ut Rep Lp (SUN) 0.9 $71M -5% 1.2M 58.06
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Vistra Energy (VST) 0.6 $49M -9% 414k 117.44
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Cheniere Energy Partners Com Unit (CQP) 0.6 $47M +6% 713k 66.04
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CMS Energy Corporation (CMS) 0.4 $34M +27% 458k 75.11
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EQT Corporation (EQT) 0.4 $33M -19% 617k 53.43
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Constellation Energy (CEG) 0.4 $32M -8% 161k 201.63
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Nextera Energy (NEE) 0.4 $32M +27% 445k 70.89
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South Bow Corp (SOBO) 0.4 $31M 1.2M 25.52
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Kodiak Gas Svcs (KGS) 0.4 $29M -2% 776k 37.30
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Venture Global Com Cl A (VG) 0.3 $29M NEW 2.8M 10.30
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Excelerate Energy Cl A Com (EE) 0.3 $21M 747k 28.68
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Kinetik Holdings Com New Cl A (KNTK) 0.3 $21M -11% 404k 51.94
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Exxon Mobil Corporation (XOM) 0.2 $20M +162% 169k 118.93
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Ameren Corporation (AEE) 0.2 $18M 180k 100.40
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DTE Energy Company (DTE) 0.2 $18M -25% 128k 138.27
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Phillips 66 (PSX) 0.2 $15M +85% 125k 123.48
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Cabot Oil & Gas Corporation (CTRA) 0.2 $15M +18% 514k 28.90
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Nextdecade Corp (NEXT) 0.2 $14M 1.8M 7.78
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Devon Energy Corporation (DVN) 0.1 $12M +106% 329k 37.40
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ConocoPhillips (COP) 0.1 $11M +15% 106k 105.02
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Diamondback Energy (FANG) 0.1 $10M -21% 64k 159.88
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AES Corporation (AES) 0.1 $8.8M 708k 12.42
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Encana Corporation (OVV) 0.1 $8.0M 187k 42.80
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XPLR Infrastructure Com Unit Part In (XIFR) 0.1 $6.4M NEW 673k 9.50
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Marathon Petroleum Corp (MPC) 0.1 $4.6M 31k 145.69
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Westlake Chemical Partners Com Unit Rp Lp (WLKP) 0.0 $2.9M 126k 23.09
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Wec Energy Group (WEC) 0.0 $2.2M NEW 20k 108.98
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Xcel Energy (XEL) 0.0 $2.2M NEW 31k 70.79
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Global Partners Com Units (GLP) 0.0 $1.3M 24k 53.38
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Genesis Energy Unit Ltd Partn (GEL) 0.0 $507k -96% 32k 15.69
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NGL Energy Partners Com Unit Repst (NGL) 0.0 $310k 68k 4.54
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Ecofin Sustainable and Social Com Sh Ben Int (TEAF) 0.0 $220k 19k 11.36
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Past Filings by Tortoise Capital Advisors

SEC 13F filings are viewable for Tortoise Capital Advisors going back to 2010

View all past filings