Tortoise Index Solutions, LLC Top Holdings and 13F Report (2023) → Warren Buffett, Jeff Bezos, Michael Bloomberg, & 48 Members of Congress Are Buying ONE Sector… (From InvestorPlace) (Ad) About Tortoise Index Solutions, LLCInvestment ActivityTortoise Index Solutions, LLC has $496.79 million in total holdings as of June 30, 2023.Tortoise Index Solutions, LLC owns shares of 64 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 0.91% of the portfolio was purchased this quarter.About 17.62% of the portfolio was sold this quarter.This quarter, Tortoise Index Solutions, LLC has purchased 63 new stocks and bought additional shares in 5 stocks.Tortoise Index Solutions, LLC sold shares of 57 stocks and completely divested from 1 stock this quarter.Largest Holdings Williams Companies $37,517,471ONEOK $36,337,854Enbridge $36,302,252TC Energy $35,308,946Cheniere Energy Inc. $34,867,607 Largest New Holdings this Quarter Veralto Corp $2,726,118 HoldingMontrose Environmental Group $213,241 Holding Largest Purchases this Quarter Veralto Corp 30,748 shares (about $2.73M)Kinetik 14,179 shares (about $565.32K)Core & Main 8,828 shares (about $505.40K)Cheniere Energy Inc. 2,866 shares (about $462.23K)Montrose Environmental Group 5,444 shares (about $213.24K) Largest Sales this Quarter ONEOK 125,198 shares (about $10.04M)Targa Resources 66,837 shares (about $7.49M)TC Energy 166,432 shares (about $6.69M)Williams Companies 142,379 shares (about $5.55M)Kinder Morgan 295,538 shares (about $5.42M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTortoise Index Solutions, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWMBWilliams Companies$37,517,471$5,548,510 ▼-12.9%962,7277.6%Oils/EnergyOKEONEOK$36,337,854$10,037,124 ▼-21.6%453,2607.3%Oils/EnergyENBEnbridge$36,302,252$4,792,692 ▼-11.7%1,003,3797.3%Oils/EnergyTRPTC Energy$35,308,946$6,690,566 ▼-15.9%878,3327.1%Oils/EnergyCheniere Energy Inc.$34,867,607$462,228 ▲1.3%216,1937.0%csKMIKinder Morgan$32,914,211$5,420,167 ▼-14.1%1,794,6686.6%Oils/EnergyTRGPTarga Resources$20,141,290$7,485,076 ▼-27.1%179,8494.1%Oils/EnergyEPDEnterprise Products Partners$19,546,953$3,669,268 ▼-15.8%669,8753.9%Oils/EnergyETEnergy Transfer$19,474,558$5,175,013 ▼-21.0%1,238,0523.9%Oils/EnergyATOAtmos Energy$19,354,057$2,531,931 ▼-11.6%162,8173.9%UtilitiesNINiSource$19,136,350$3,417,144 ▼-15.2%691,8423.9%UtilitiesPBAPembina Pipeline$18,841,278$3,564,885 ▼-15.9%533,6723.8%Oils/EnergyMPLXMplx$15,102,239$4,151,387 ▼-21.6%363,3843.0%Oils/EnergyETRNEquitrans Midstream$9,055,924$1,621,239 ▼-15.2%725,0541.8%Oils/EnergyPAAPlains All American Pipeline$8,297,012$2,280,710 ▼-21.6%472,4951.7%Oils/EnergyNFGNational Fuel Gas$8,282,227$1,450,010 ▼-14.9%154,1741.7%UtilitiesAMAntero Midstream$8,013,933$1,434,696 ▼-15.2%569,9811.6%Oils/EnergySWXSouthwest Gas$7,654,034$1,369,959 ▼-15.2%100,5391.5%UtilitiesNJRNew Jersey Resources$7,059,124$1,200,922 ▼-14.5%164,5101.4%UtilitiesWESWestern Midstream Partners$6,995,351$1,922,935 ▼-21.6%196,7751.4%Oils/EnergyDTMDT Midstream$6,144,033$1,683,305 ▼-21.5%100,5571.2%Oils/EnergyOGSONE Gas$5,988,449$1,072,102 ▼-15.2%92,8011.2%UtilitiesSRSpire$5,646,838$722,755 ▼-11.3%92,0131.1%UtilitiesENLCEnLink Midstream$5,422,664$970,800 ▼-15.2%397,5561.1%Oils/EnergyAROCArchrock$4,520,579$809,283 ▼-15.2%229,8210.9%Oils/EnergyECLEcolab$4,028,281$315,178 ▼-7.3%17,4460.8%Basic MaterialsCPKChesapeake Utilities$3,992,633$592,403 ▼-12.9%37,2100.8%UtilitiesXYLXylem$3,989,122$371,436 ▼-8.5%30,8660.8%Industrial ProductsPAGPPlains GP$3,717,160$1,021,799 ▼-21.6%203,6800.7%Oils/EnergySUNSunoco$3,468,785$953,486 ▼-21.6%57,5350.7%Oils/EnergyNFENew Fortress Energy$3,358,690$601,277 ▼-15.2%109,7970.7%Oils/EnergyAWKAmerican Water Works$3,336,333$39,596 ▲1.2%27,3000.7%UtilitiesHESMHess Midstream$2,992,323$272,782 ▼-8.4%82,8210.6%Oils/EnergyNSNuStar Energy$2,734,132$751,574 ▼-21.6%117,4960.6%Oils/EnergyVeralto Corp$2,726,118$2,726,118 ▲New Holding30,7480.5%csKNTKKinetik$2,323,863$565,317 ▲32.1%58,2860.5%Oils/EnergyNWNNorthwest Natural$2,290,779$410,127 ▼-15.2%61,5470.5%UtilitiesPNRPentair$2,244,680$210,524 ▼-8.6%26,2720.5%Industrial ProductsWMSAdvanced Drainage Systems$2,192,787$148,299 ▼-6.3%12,7310.4%ConstructionAOSA. O. Smith$2,154,018$24,423 ▼-1.1%24,0780.4%Industrial ProductsIEXIDEX$2,140,787$136,407 ▼-6.0%8,7730.4%Industrial ProductsCheniere Energy Partners LP$1,937,570$407,023 ▼-17.4%39,2300.4%lpTTEKTetra Tech$1,935,946$13,853 ▼-0.7%10,4810.4%Industrial ProductsCNMCore & Main$1,914,326$505,403 ▲35.9%33,4380.4%Business ServicesSTNStantec$1,856,894$30,062 ▲1.6%22,3600.4%Business ServicesWTRGEssential Utilities$1,826,120$19,822 ▼-1.1%49,2880.4%UtilitiesUSACUSA Compression Partners$1,631,137$448,376 ▼-21.6%61,1600.3%Oils/EnergyGELGenesis Energy$1,284,649$353,127 ▼-21.6%115,5260.3%Oils/EnergyGLPGlobal Partners$1,267,271$348,339 ▼-21.6%28,5550.3%Oils/EnergyWTSWatts Water Technologies$1,140,331$12,966 ▼-1.1%5,3650.2%Computer and TechnologyBMIBadger Meter$930,893$10,518 ▼-1.1%5,7530.2%Computer and TechnologyZWSZurn Elkay Water Solutions$925,345$14,928 ▼-1.6%27,6470.2%Industrial ProductsFELEFranklin Electric$830,555$9,506 ▼-1.1%7,7760.2%Industrial ProductsCWTCalifornia Water Service Group$525,828$5,949 ▼-1.1%11,3130.1%UtilitiesMWAMueller Water Products$492,595$6,581 ▼-1.3%30,6150.1%Industrial ProductsKGSKodiak Gas Services$460,816$126,666 ▼-21.6%16,8550.1%Oils/EnergyCAPLCrossAmerica Partners$430,731$118,394 ▼-21.6%18,9000.1%Oils/EnergyDKLDelek Logistics Partners$370,632$101,860 ▼-21.6%9,0420.1%Oils/EnergySJWSJW Group$322,337$3,678 ▼-1.1%5,6960.1%UtilitiesEEExcelerate Energy$296,658$81,542 ▼-21.6%18,5180.1%Oils/EnergyLNNLindsay$254,381$2,471 ▼-1.0%2,1620.1%Industrial ProductsMEGMontrose Environmental Group$213,241$213,241 ▲New Holding5,4440.0%Business ServicesERIIEnergy Recovery$174,937$1,642 ▼-0.9%11,0790.0%Industrial ProductsWTTRSelect Water Solutions$146,655$1,661 ▼-1.1%15,8890.0%Business ServicesAWRAmerican States Water$0$589,639 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
