Tortoise Investment Management, LLC NXN NUVEEN NY SELECT TAX FREE PR

Ownership history in Tortoise Investment Management, LLC  ·  48 quarters on record

AI Ownership Summary

Tortoise Investment Management, LLC reported NUVEEN NY SELECT TAX FREE PR (NXN) in 48 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.13% in 2024 Q1. The latest visible filing shows NXN at 0.02% 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 NXN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tortoise Investment Management, LLC's position in NUVEEN NY SELECT TAX FREE PR, 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
2025 Q3

NXN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% 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
2024 Q1 to 2025 Q3

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 Investment Management, LLC held NXN — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 20,968 -12,813 -37.9% 0.02% $252K 2025-11-13
2025 Q2 REDUCED 33,781 -12,764 -27.4% 0.04% $393K 2025-08-08
2025 Q1 REDUCED 46,545 -12,373 -21.0% 0.06% $550K 2025-05-14
2024 Q4 REDUCED 58,918 -13,074 -18.2% 0.07% $669K 2025-02-07
2024 Q3 REDUCED 71,992 -4,541 -5.9% 0.09% $876K 2024-11-13
2024 Q2 REDUCED 76,533 -12,800 -14.3% 0.10% $895K 2024-08-01
2024 Q1 REDUCED 89,333 -5,585 -5.9% 0.13% $1.0M 2024-05-09
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Tortoise Investment Management, LLC and NXN

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

How long has Tortoise Investment Management, LLC reported owning NXN?

Tortoise Investment Management, LLC reported NXN across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported NXN position in Tortoise Investment Management, LLC's portfolio?

The largest reported portfolio weight for NXN was 0.13% in 2024 Q1.

What is the latest reported NXN position on this page?

The most recent filing on this page is 2025 Q3, when Tortoise Investment Management, LLC reported 20,968 shares, equal to 0.02% of portfolio, with an estimated market value of $252K.

What does the chart on this NXN ownership page compare?

The chart compares Tortoise Investment Management, LLC's quarterly NXN 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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