AI Portfolio Summary
In 2025 Q4, TORTOISE CAPITAL ADVISORS, L.L.C. maintained a portfolio of 92 distinct positions. They heavily accumulated shares in WILLIAMS COS INC COM, increasing their position by 3.4%. Conversely, TORTOISE CAPITAL ADVISORS, L.L.C. completely exited their position in Venture Global Inc.
Total Positions
92
Quarter
2025 Q4
Top Holding
MPLX (9.0%)
Top 10 Concentration
66.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 92
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MPLX
MPLX LP
|
Energy | 9.05% | 8.71% |
#1
1
Prev: #2
|
3.6 | -200,561 | -1.5% |
P
S
|
13,319,918 | $710,884,024 | 2012 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 8.69% | 8.98% |
#2
1
Prev: #1
|
5.5 | 375,147 | 3.4% |
P
S
|
11,362,696 | $683,011,672 | 2011 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ET
Energy Transfer...
|
Energy | 8.12% | 8.54% |
#3
Prev: #3
|
5.2 | 103,245 | 0.3% |
P
S
|
38,675,828 | $637,764,396 | 2006 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TRGP
Targa Resources...
|
Energy | 7.96% | 6.09% |
#4
2
Prev: #6
|
5.2 | 572,562 | 20.3% |
P
S
|
3,389,006 | $625,271,607 | 2010 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TRP
TC Energy Corp.
|
Energy | 6.43% | 6.42% |
#5
Prev: #5
|
4.6 | 31,047 | 0.3% |
P
S
|
9,182,370 | $505,122,173 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EPD
Enterprise Prod...
|
Energy | 5.83% | 5.91% |
#6
1
Prev: #7
|
2.3 | -370,908 | -2.5% |
P
S
|
14,281,220 | $457,855,914 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LNG
Cheniere Energy...
|
Energy | 5.68% | 8.09% |
#7
3
Prev: #4
|
2.3 | -373,625 | -14.0% |
P
S
|
2,294,410 | $446,010,360 | 2014 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OKE
ONEOK Inc
|
Energy | 5.41% | 4.98% |
#8
Prev: #8
|
4.2 | 491,950 | 9.3% |
P
S
|
5,781,533 | $424,942,675 | 2011 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DTM
DT Midstream In...
|
Energy | 4.54% | 3.93% |
#9
1
Prev: #10
|
3.8 | 285,770 | 10.6% |
P
S
|
2,980,945 | $356,759,498 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ENB
Enbridge Inc
|
Energy | 4.30% | 4.87% |
#10
1
Prev: #9
|
1.7 | -425,277 | -5.7% |
P
S
|
7,057,049 | $337,538,662 | 2006 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WES
Western Midstre...
|
Bond/Debt | 4.29% | 3.74% |
#11
Prev: #11
|
3.8 | 1,163,991 | 15.8% |
P
S
|
8,539,175 | $337,297,413 | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KMI
Kinder Morgan I...
|
Energy | 3.20% | 3.27% |
#12
Prev: #12
|
3.3 | 185,430 | 2.1% |
P
S
|
9,152,339 | $251,597,799 | 2006 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PAGP
Plains GP Holdi...
|
Bond/Debt | 2.85% | 2.78% |
#13
1
Prev: #14
|
1.1 | -115,316 | -1.0% |
P
S
|
11,704,169 | $224,017,795 | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AM
Antero Midstrea...
|
Energy | 2.58% | 2.85% |
#14
1
Prev: #13
|
3.0 | 26,296 | 0.2% |
P
S
|
11,403,093 | $202,861,024 | 2019 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PAA
Plains All Amer...
|
Energy | 2.18% | 2.04% |
#15
2
Prev: #17
|
2.9 | 265,555 | 2.9% |
P
S
|
9,542,156 | $171,377,122 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HESM
Hess Midstream ...
|
Energy | 1.94% | 2.09% |
#16
1
Prev: #15
|
0.8 | -273,449 | -5.8% |
P
S
|
4,421,856 | $152,554,033 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PBA
Pembina Pipelin...
|
Energy | 1.87% | 2.08% |
#17
1
Prev: #16
|
0.8 | -127,129 | -3.2% |
P
S
|
3,852,716 | $146,782,067 | 2012 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SRE
Sempra Energy
|
Utilities | 1.80% | 1.76% |
#18
Prev: #18
|
2.7 | 87,896 | 5.8% |
P
S
|
1,602,837 | $141,514,479 | 2011 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EVRG
EVERGY INC COM
|
Utilities | 1.26% | 1.26% |
#19
Prev: #19
|
2.5 | 75,614 | 5.9% |
P
S
|
1,364,928 | $98,943,631 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CWEN
Clearway Energy...
|
Utilities | 1.11% | 0.96% |
#20
Prev: #20
|
2.4 | 2,359 | 0.1% |
P
S
|
2,627,260 | $87,382,668 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CEG
CONSTELLATION E...
|
Utilities | 0.97% | 0.83% |
#21
2
Prev: #23
|
2.4 | 20,491 | 10.5% |
P
S
|
215,168 | $76,012,399 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VST
Vistra Corp.
|
Utilities | 0.83% | 0.92% |
#22
Prev: #22
|
2.4 | 42,038 | 11.6% |
P
S
|
404,502 | $65,258,308 | 2018 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CQP
Cheniere Energy...
|
Energy | 0.74% | 0.55% |
#23
2
Prev: #25
|
2.4 | 298,566 | 37.6% |
P
S
|
1,092,866 | $58,446,474 | 2016 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NRG
NRG Energy Inc.
|
Utilities | 0.65% | 0.52% |
#24
2
Prev: #26
|
2.3 | 70,596 | 28.2% |
P
S
|
320,971 | $51,111,422 | 2014 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TLN
Talen Energy Co...
|
Utilities | 0.56% | 0.55% |
#25
1
Prev: #24
|
2.3 | 16,098 | 16.0% |
P
S
|
116,701 | $43,744,203 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VG
Venture Global ...
|
Energy | 0.00% | 0.49% |
Sold All 😨
(Was: #27) |
0.3 | -2,661,617 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RIOT
Riot Platforms ...
|
Financial Services | 0.00% | 0.02% |
Sold All 😨
(Was: #61) |
0.3 | -82,738 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 0.00% | 0.02% |
Sold All 😨
(Was: #65) |
0.3 | -3,080 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NTAP
Netapp Inc
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #67) |
0.3 | -9,700 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CARR
Carrier Global ...
|
Industrials | 0.00% | 0.01% |
Sold All 😨
(Was: #72) |
0.3 | -12,320 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XIFR
XPLR Infrastruc...
|
Utilities | 0.00% | 0.01% |
Sold All 😨
(Was: #77) |
0.3 | -46,838 | -100.0% |
CLOSED
|
— | $— | 2014 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
APLD
Applied Digital...
|
Technology | 0.00% | 0.01% |
Sold All 😨
(Was: #79) |
0.3 | -17,840 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TEAF
Ecofin Sustaina...
|
Bond/Debt | 0.00% | 0.00% |
Sold All 😨
(Was: #82) |
0.3 | -19,362 | -100.0% |
CLOSED
|
— | $— | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 92 holdings