ETRN β€” Equitrans Midstream Corporation

Ownership history in Tortoise Index Solutions, LLC  Β·  22 quarters on record

AI Ownership Summary

Tortoise Index Solutions, LLC reported Equitrans Midstream Corporation (ETRN) in 22 quarterly 13F filings from 2023 Q4 through 2024 Q1. Peak portfolio weight reached 1.82% in 2024 Q1. The latest visible filing shows ETRN at 1.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ETRN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tortoise Index Solutions, LLC's position in Equitrans Midstream Corporation, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q1

ETRN was reported at 1.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.82% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Tortoise Index Solutions, LLC held ETRN β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q1 REDUCED 725,054 -129,803 -15.2% 1.82% $9.1M 2024-05-15 (Est.) β€”
2023 Q4 ADDED 854,857 +41,189 +5.1% 1.62% $8.7M 2024-02-14 β€”
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ETRN

As of 2025 Q3 β€” sorted by position size

FLAGSHIP HARBOR ADVISORS, LLC 3Y 7Y 0.01%

FAQ About Tortoise Index Solutions, LLC and ETRN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tortoise Index Solutions, LLC reported owning ETRN?

Tortoise Index Solutions, LLC reported ETRN across 2 quarterly 13F filings, from 2023 Q4 through 2024 Q1.

What was the largest reported ETRN position in Tortoise Index Solutions, LLC's portfolio?

The largest reported portfolio weight for ETRN was 1.82% in 2024 Q1.

What is the latest reported ETRN position on this page?

The most recent filing on this page is 2024 Q1, when Tortoise Index Solutions, LLC reported 725,054 shares, equal to 1.82% of portfolio, with an estimated market value of $9.1M.

What does the chart on this ETRN ownership page compare?

The chart compares Tortoise Index Solutions, LLC's quarterly ETRN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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