test

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
COPConocophillips
Recent Activity
Decreased -36.13%
0.17%
$12.494M
118,672 shares@ $105.28 avg price
CTRACoterra Energy Inc.
Recent Activity
0.15%
$11.563M
482,792 shares@ $23.95 avg price
XELXcel Energy
Recent Activity
Decreased -0.03%
0.15%
$11.372M
174,151 shares@ $65.3 avg price
GELGenesis Energy L.p.
Recent Activity
Decreased -3.68%
0.15%
$11.023M
824,432 shares@ $13.38 avg price
SOSouthern Co
Recent Activity
Decreased -0.03%
0.15%
$10.904M
120,916 shares@ $90.19 avg price
DVNDevon Energy Corporation
Recent Activity
0.13%
$9.551M
244,149 shares@ $39.13 avg price
PSXPhillips 66
Recent Activity
0.13%
$9.37M
71,283 shares@ $131.45 avg price
LNTAlliant Energy Corp Com
Recent Activity
Decreased -0.02%
0.11%
$8.145M
134,202 shares@ $60.69 avg price
OVVOvintiv Inc.
Recent Activity
0.1%
$7.177M
187,340 shares@ $38.31 avg price
MPCMarathon Petroleum Corp
Recent Activity
New Position
0.07%
$5.095M
31,275 shares@ $162.91 avg price