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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
ADSKAutodesk Inc
Recent Activity
Increased 5.31%
0.06%
$4.377M
15,890 shares@ $275.48 avg price
AYAtlantica Sustainable Infr Plc
Recent Activity
Decreased -76.54%
0.06%
$3.939M
179,190 shares@ $21.98 avg price
ORAOrmat Technologies, Inc.
Recent Activity
New Position
0.05%
$3.43M
44,579 shares@ $76.94 avg price
AWKAmerican Wtr Wks Co Inc New Co
Recent Activity
Decreased -5.34%
0.04%
$3.06M
20,922 shares@ $146.24 avg price
WLKPWestlake Chemical Partners Lp
Recent Activity
Decreased -0.86%
0.04%
$2.951M
131,664 shares@ $22.41 avg price
EOGEog Resources Inc
Recent Activity
0.04%
$2.929M
23,826 shares@ $122.93 avg price
CVXChevron Corp
Recent Activity
0.04%
$2.876M
19,528 shares@ $147.28 avg price
SEDGSolaredge Technologies Inc
Recent Activity
Increased 25.61%
0.04%
$2.864M
125,008 shares@ $22.91 avg price
NFENew Fortress Energy Inc.
Recent Activity
0.04%
$2.597M
285,719 shares@ $9.1 avg price
APTVAptiv Plc
Recent Activity
Decreased -56.72%
0.04%
$2.398M
33,299 shares@ $72.02 avg price