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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
CWENClearway Energy, Inc.
Recent Activity
Decreased -5.66%
1.04%
$80.148M
2.612M shares@ $30.68 avg price
SRESempra Energy
Recent Activity
Increased 20.65%
0.96%
$74.152M
886,666 shares@ $83.64 avg price
SUNSunoco Lp
Recent Activity
Decreased -0.12%
0.94%
$72.451M
1.35M shares@ $53.68 avg price
VSTVistra Energy Corp.
Recent Activity
Increased 40.37%
0.93%
$71.844M
606,072 shares@ $118.55 avg price
EXCExelon Corp Com
Recent Activity
Decreased -22.56%
0.56%
$43.453M
1.072M shares@ $40.55 avg price
EIXEdison Intl Com
Recent Activity
Decreased -37.38%
0.46%
$35.353M
405,932 shares@ $87.09 avg price
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