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TORTOISE CAPITAL ADVISORS, L.L.C. 13F portfolio summary

TORTOISE CAPITAL ADVISORS, L.L.C. of TORTOISE CAPITAL ADVISORS, L.L.C. has 91 current stock holdings with a reported portfolio value of $9.84B. The portfolio 1 year return is +17.88%. Top holdings include TRGP (9.62%), WMB (8.50%), ET (7.39%), LNG (7.15%), EPD (6.96%).

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TORTOISE CAPITAL ADVISORS, L.L.C.

TORTOISE CAPITAL ADVISORS, L.L.C.
Latest filing: 2026-06-30

TORTOISE CAPITAL ADVISORS, L.L.C. runs TORTOISE CAPITAL ADVISORS, L.L.C. and currently holds 91 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $9.84B. Their top holdings are TRGP, WMB, ET, LNG, EPD. The top five represent 39.6% of reported portfolio weight. TORTOISE CAPITAL ADVISORS, L.L.C. ranks #359 out of 1000 investors tracked by Alpha Score. In the most recent quarter, TORTOISE CAPITAL ADVISORS, L.L.C. initiated 9 new positions. They added to 45 existing positions. They trimmed 34 positions. Their current best-performing preview position is SNDK with returns of +257.88%.

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Top 5 Holdings
TRGP9.6%
WMB8.5%
ET7.4%
LNG7.1%
EPD7.0%
Top 5: 39.6%
Portfolio Returns
1 Year
+17.88%
#779/1000
3 Year
+73.44%
#464/1000
5 Year
+103.54%
#256/1000

Portfolio Value

$9.84B

Alpha Score

67.1

#359 of 1000

Holdings

91

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91 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
TRGP
Targa Resources Corp.
9.62%$67.72$299.05+341.60%
Trimmed
-0.49%
WMB
WILLIAMS COS INC COM
8.50%$29.48$70.50+139.15%
Trimmed
-2.18%
ET
Energy Transfer LP
7.39%$13.47$21.20+57.35%
Trimmed
-3.71%
LNG
Cheniere Energy Inc.
7.15%$108.68$277.34+155.19%
Added
+14.99%
EPD
Enterprise Products Partners L
6.96%$28.60$38.04+32.99%
Added
+25.40%
MPLX
MPLX LP
6.01%$34.26$58.40+70.46%
Trimmed
-20.81%
OKE
ONEOK Inc
5.61%$67.67$93.35+37.95%
Added
+4.13%
TRP
TC Energy Corp.
4.92%$44.32$62.04+39.98%
Trimmed
-8.91%
DTM
DT Midstream Inc
4.44%$87.80$126.76+44.37%
Trimmed
-1.05%
ENB
Enbridge Inc
3.29%$40.05$50.47+26.02%
Trimmed
-10.97%

Showing 1-10 of 91