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Tortoise Capital Series Trus shares owned by Roman Butler Fullerton & Co

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TNGY) shares owned by Roman Butler Fullerton & Co from 13F filings

Historical chart of Roman Butler Fullerton & Co investment in Tortoise Capital Series Trus

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All positions including Tortoise Capital Series Trus held by Roman Butler Fullerton & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by Roman Butler Fullerton & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 159k 8.90
2025-06-30 $1.4M 156k 9.04

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Mastercard Incorporated Cl A (MA)
Vanguard Specialized Funds Div App Etf (VIG)
Wal-Mart Stores (WMT)
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Eli Lilly & Co. (LLY)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Meta Platforms Cl A (META)
Proshares Tr S&p 500 Dv Arist (NOBL)

View all positions for Roman Butler Fullerton & Co

Top funds holding Tortoise Capital Series Trus

Envestnet Asset Management
D.A. Davidson & Co.
Raymond James Financial
UBS Group
Baird Financial
Kovitz Investment Group Partners
Ameriprise Financial
Parkside Financial Bank & Trust
Burns Wealth Management
Captrust Financial Advisors
Warren Averett Asset Management
Royal Bank of Canada
Northern Trust
Wealth Enhancement Advisory Services
Lee Financial

View all funds holding Tortoise Capital Series Trus