Tortoise Capital Advisors, L.l.c portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Tortoise Capital Advisors, L.l.c reported a $9.8 bn portfolio of 91 positions to the SEC as of the end of Q2 2026. Its largest positions are TRGP, WMB, ET. During the quarter it opened Venture Global.
Sections with a free account
What changed this quarter
92 positions with a change (8 new, 45 added to, 32 trimmed, 7 sold); also, 1 entered through an IPO, 1 exited through an acquisition or merger. 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Mplx−21%fewer sharesReduced7.9% → 6.0%
- Enterprise Products Partners+25%more sharesIncreased5.9% → 7.0%
- Kinder Morgan−46%fewer sharesReduced2.7% → 1.4%
- Venture Global+1.1 ppof portfolioNew— → 1.1%
- Western Midstream Partners−26%fewer sharesReduced3.8% → 2.9%
- Cheniere Energy+15%more sharesIncreased7.6% → 7.1%
- Clearway Energy−91%fewer sharesReduced1.1% → 0.1%
- Plains All American Pipeline+26%more sharesIncreased2.5% → 3.1%
- Entergy+122%more sharesIncreased0.5% → 1.1%
- Evergy−52%fewer sharesReduced1.1% → 0.5%
- Quanta Services+645%more sharesIncreased0.1% → 0.7%
- GE Vernova+1,333%more sharesIncreasedunder 0.1% → 0.6%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Targa ResourcesTRGP9.6%
- Williams CompaniesWMB8.5%
- Energy TransferET7.4%
- Cheniere EnergyLNG7.1%
- Enterprise Products PartnersEPD7.0%
- MPLXMPLX6.0%
- OneokOKE5.6%
- TC EnergyTRP4.9%
- DT MidstreamDTM4.4%
- EnbridgeENB3.3%
- Plains All American PipelinePAA3.1%
- Western Midstream PartnersWES2.9%
- Plains GP HoldingsPAGP2.7%
- Antero MidstreamAM2.4%
- Pembina PipelinePBA2.2%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Energy 87%
- ● Utilities 7%
- ● Industrials 3%
- ● Information Technology 3%
How its portfolio changed (8 quarters)
Q2 2026: 91
Q2 2026: 64%
Q2 2026: 9.6%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Apr 30, 2026 (high confidence).
The data, as reported: TORTOISE CAPITAL ADVISORS, L.L.C. (CRD 123711): Manages registered funds; 5.D assets by client type: registered funds 67%, governments 21%, high net worth 6% (of $8.9 bn)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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