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Diane Bono

@Tortoise Capital Advisors, L.l.c.

Latest period2024 - Q3ReportedManaged Assets$7.761BTotal holdings84
Assets growth rate2.68%Assets growth rate (2-Q avg)4.13%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Tortoise Capital Advisors, L.l.c.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Tortoise Capital Advisors, L.l.c. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 7.761B in assets, with a quarterly growth rate of 2.68% and a 2-quarter average growth rate of 4.13%. The portfolio is managed by Diane Bono, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ETEnergy Transfer Lp
Recent Activity
Increased 1.84%
7.73%
$599.342M
37.342M shares@ $16.05 avg price
TRPTc Energy Corp.
Recent Activity
Increased 263.27%
4.87%
$377.659M
7.942M shares@ $47.56 avg price
HESMHess Midstream Lp
Recent Activity
Increased 0.93%
3.41%
$264.425M
7.497M shares@ $35.27 avg price
KMIKinder Morgan Inc
Recent Activity
Increased 4.26%
3.2%
$247.663M
11.212M shares@ $22.09 avg price
ENBEnbridge Inc
Recent Activity
Increased 27.77%
3.04%
$235.198M
5.792M shares@ $40.61 avg price
DTMDt Midstream Inc
Recent Activity
Increased 40.1%
1.46%
$112.846M
1.435M shares@ $78.67 avg price
AMAntero Midstream Corporation
Recent Activity
Increased 24.3%
1.35%
$104.352M
6.934M shares@ $15.06 avg price
CEGConstellation Energy Corp Com
Recent Activity
Increased 3.55%
1.06%
$81.517M
313,501 shares@ $260.02 avg price
SRESempra Energy
Recent Activity
Increased 20.65%
0.96%
$74.152M
886,666 shares@ $83.64 avg price
VSTVistra Energy Corp.
Recent Activity
Increased 40.37%
0.93%
$71.844M
606,072 shares@ $118.55 avg price