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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
AESAes Corp Com
| 0.28% | $21.654M 1.079M shares@ $20.07 avg price | Increased 3.56% |
AEEAmeren Corporation
| 0.26% | $19.857M 227,038 shares@ $87.46 avg price | Decreased -0.01% |
EEExcelerate Energy Inc.
| 0.23% | $17.458M 793,189 shares@ $22.02 avg price | Decreased -2.56% |
FANGDiamondback Energy Inc
| 0.23% | $17.296M 100,325 shares@ $172.4 avg price | |
TECKTeck Resources Ltd
| 0.22% | $16.301M 312,046 shares@ $52.24 avg price | Increased 5.01% |
XOMExxon Mobil Corp
| 0.2% | $14.969M 127,701 shares@ $117.22 avg price | |
PEGPublic Svc Enterprise Grp Inc
| 0.19% | $14.182M 158,973 shares@ $89.21 avg price | Decreased -33.49% |
NXPINxp Semiconductors Nv
| 0.18% | $13.966M 58,188 shares@ $240.02 avg price | Decreased -0.19% |
NEXTNextdecade Corporation
| 0.18% | $13.615M 2.891M shares@ $4.72 avg price | Decreased -0.67% |
AVAAvista Corp
| 0.17% | $12.922M 333,481 shares@ $38.76 avg price | Decreased -51.87% |