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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
CQPCheniere Energy Partners Lp
Recent Activity
Increased 10.57%
0.43%
$32.718M
671,550 shares@ $48.72 avg price
HUBBHubbell Inc
Recent Activity
Increased 3.93%
0.41%
$31.299M
73,069 shares@ $428.35 avg price
EQTEqt Corp
Recent Activity
Increased 36.73%
0.39%
$29.695M
810,461 shares@ $36.64 avg price
RUNSunrun Inc Com
Recent Activity
Increased 61%
0.38%
$28.809M
1.595M shares@ $18.06 avg price
DTEDte Energy Co Com
Recent Activity
Increased 29.47%
0.32%
$24.468M
190,544 shares@ $128.41 avg price
CMSCms Energy Corp Com
Recent Activity
Increased 31.71%
0.31%
$23.303M
329,930 shares@ $70.64 avg price
AESAes Corp Com
Recent Activity
Increased 3.56%
0.28%
$21.654M
1.079M shares@ $20.07 avg price
TECKTeck Resources Ltd
Recent Activity
Increased 5.01%
0.22%
$16.301M
312,046 shares@ $52.24 avg price
ADSKAutodesk Inc
Recent Activity
Increased 5.31%
0.06%
$4.377M
15,890 shares@ $275.48 avg price
SEDGSolaredge Technologies Inc
Recent Activity
Increased 25.61%
0.04%
$2.864M
125,008 shares@ $22.91 avg price