Top 50 Tortoise Index Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMB | WILLIAMS COS INC COM | 7.55% | 962.7K | $37.5M | -12.88%(-142.38K) | โ | 2024-03-31 | |
| OKE | ONEOK, Inc | 7.31% | 453.3K | $36.3M | -21.64%(-125.20K) | โ | 2024-03-31 | |
| ENB | Enbridge Inc | 7.31% | 1.00M | $36.3M | -11.66%(-132.47K) | โ | 2024-03-31 | |
| TRP | TC Energy Corp. | 7.11% | 878.3K | $35.3M | -15.93%(-166.43K) | โ | 2024-03-31 | |
| LNG | Cheniere Energy Inc. | 7.02% | 216.2K | $34.9M | +1.34%(+2.87K) | โ | 2024-03-31 | |
| KMI | Kinder Morgan Inc | 6.63% | 1.79M | $32.9M | -14.14%(-295.54K) | โ | 2024-03-31 | |
| TRGP | Targa Resources Corp. | 4.05% | 179.8K | $20.1M | -27.09%(-66.84K) | โ | 2024-03-31 | |
| EPD | Enterprise Products Partners L | 3.93% | 669.9K | $19.5M | -15.80%(-125.75K) | โ | 2024-03-31 | |
| ET | Energy Transfer LP | 3.92% | 1.24M | $19.5M | -20.99%(-328.99K) | โ | 2024-03-31 | |
| ATO | Atmos Energy Corp | 3.9% | 162.8K | $19.4M | -11.57%(-21.30K) | โ | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Tortoise Index Solutions, Llc reports $496.79M in US-listed equity holdings across 64 positions in its most recent 13F filing. Its largest disclosed positions are WMB (7.5%), OKE (7.3%) and ENB (7.3%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tortoise Index Solutions, Llcโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1650373). View Tortoise Index Solutions, Llcโs 13F filings on SEC