TORTOISE CAPITAL ADVISORS, L.L.C. — 13F Holdings & Portfolio

CIK 1280965 · latest 13F-HR filed 2026-05-15

TORTOISE CAPITAL ADVISORS, L.L.C. manages $9.60B in 13F-reported U.S. long-equity assets across 108 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TRGP (9.24%), WMB (8.70%), ET (7.90%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 12 new positions, exited 6, added to 68, and trimmed 5.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$9.60B

Long-equity book

Holdings

108

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+12 / −6 / ↑68 / ↓5

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Cheniere Energy Inc.$279.8M +62.7%
  • Targa Resources Corp.$264.0M +42.2%
  • WILLIAMS COS INC COM$153.9M +22.5%
  • ONEOK Inc$125.8M +29.6%
  • Energy Transfer LP$123.9M +19.4%
Show all 68

Top Trims

  • Sempra Energy-$31.7M -22.4%
  • Expand Energy Corp-$14.2M -47.4%
  • Everpure, Inc.-$932.3K -38.9%
  • Stantec Inc.-$486.1K -24.2%
  • Genesis Energy L.P.-$158.6K -31.4%
Show all 5

New Positions

  • Chevron Corp$16.2M
  • Diamondback Energy Inc$10.2M
  • Halliburton Company$9.5M
  • Seagate Technology Holdings PL$7.4M
  • IREN Ltd$4.3M
Show all 12

Exited Positions

  • Exxon Mobil Corp$16.0M
  • First Solar Inc$7.4M
  • Digital Realty Trust Inc$1.3M
  • Super Micro Computer Inc$931.1K
  • Equinix Inc$611.4K
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Targa Resources Corp. TRGP 87612G101 $887.1M 9.24% 3,538,225 SH
2 WILLIAMS COS INC COM WMB 969457100 $835.1M 8.70% 11,474,026 SH
3 Energy Transfer LP ET 29273V100 $758.9M 7.90% 39,318,723 SH
4 MPLX LP MPLX 55336V100 $753.9M 7.85% 13,210,420 SH
5 Cheniere Energy Inc. LNG 16411R208 $725.0M 7.55% 2,554,800 SH
6 Enterprise Products Partners L EPD 293792107 $559.3M 5.83% 14,781,159 SH
7 ONEOK Inc OKE 682680103 $549.3M 5.72% 6,077,217 SH
8 TC Energy Corp. TRP 87807B107 $500.2M 5.21% 7,989,841 SH
9 DT Midstream Inc DTM 23345M107 $404.1M 4.21% 3,000,502 SH
10 Enbridge Inc ENB 29250N105 $362.1M 3.77% 6,688,080 SH
11 Western Midstream Partners LP WES 958669103 $358.8M 3.74% 8,714,130 SH
12 Plains GP Holdings, L.P. PAGP 72651A207 $286.5M 2.98% 11,799,098 SH
13 Kinder Morgan Inc KMI 49456B101 $263.0M 2.74% 7,843,652 SH
14 Antero Midstream Corporation AM 03676B102 $254.1M 2.65% 11,145,299 SH
15 Plains All American Pipeline L PAA 726503105 $237.6M 2.48% 10,642,621 SH
16 Pembina Pipeline Corporation PBA 706327103 $177.8M 1.85% 3,982,948 SH
17 Hess Midstream LP HESM 428103105 $171.8M 1.79% 4,419,080 SH
18 CONSTELLATION ENERGY CORP COM CEG 21037T109 $110.8M 1.15% 396,789 SH
19 Sempra Energy SRE 816851109 $109.8M 1.14% 1,129,673 SH
20 EVERGY INC COM EVRG 30034W106 $103.8M 1.08% 1,267,504 SH
21 Clearway Energy, Inc. CWEN 18539C204 $101.5M 1.06% 2,582,138 SH
22 Vistra Corp. VST 92840M102 $71.6M 0.75% 476,205 SH
23 Cheniere Energy Partners LP CQP 16411Q101 $69.4M 0.72% 1,073,138 SH
24 NRG Energy Inc. NRG 629377508 $57.8M 0.60% 395,300 SH
25 Sunoco LP SUN 86765K109 $51.4M 0.54% 791,168 SH
26 Entergy Corporation ETR 29364G103 $48.2M 0.50% 428,752 SH
27 Talen Energy Corp. TLN 87422Q109 $44.4M 0.46% 139,041 SH
28 EQT Corp EQT 26884L109 $44.1M 0.46% 692,704 SH
29 Kodiak Gas Services Inc KGS 50012A108 $42.1M 0.44% 722,519 SH
30 Marathon Petroleum Corp MPC 56585A102 $41.4M 0.43% 169,704 SH
31 Valero Energy Corp VLO 91913Y100 $41.4M 0.43% 167,394 SH
32 Excelerate Energy Inc. EE 30069T101 $39.5M 0.41% 1,183,147 SH
33 Xcel Energy XEL 98389B100 $35.0M 0.36% 440,626 SH
34 Centerpoint Energy Inc CNP 15189T107 $33.5M 0.35% 776,826 SH
35 Nisource Inc NI 65473P105 $32.5M 0.34% 696,197 SH
36 South Bow Corp SOBO 83671M105 $32.0M 0.33% 960,084 SH
37 DTE ENERGY CO COM DTE 233331107 $18.0M 0.19% 123,226 SH
38 Kinetik Holdings Inc KNTK 02215L209 $17.8M 0.19% 367,841 SH
39 WEC Energy Group, Inc. WEC 92939U106 $17.6M 0.18% 152,398 SH
40 Cms Energy Corp Com CMS 125896100 $17.4M 0.18% 223,947 SH
41 Core Scientific Inc CORZ 21874A106 $16.6M 0.17% 1,106,726 SH
42 Chevron Corp CVX 166764100 $16.2M 0.17% 78,350 SH
43 Expand Energy Corp EXE 165167735 $15.7M 0.16% 143,176 SH
44 Antero Resources Corp AR 03674X106 $15.5M 0.16% 366,007 SH
45 Phillips 66 PSX 718546104 $14.7M 0.15% 80,743 SH
46 Coterra Energy Inc. CTRA 127097103 $14.2M 0.15% 403,440 SH
47 Ovintiv Inc. OVV 69047Q102 $13.7M 0.14% 230,150 SH
48 Fermi LLC FRMI 314911108 $13.3M 0.14% 2,280,837 SH
49 Diamondback Energy Inc FANG 25278X109 $10.2M 0.11% 51,684 SH
50 Dell Technologies Inc DELL 24703L202 $10.1M 0.10% 61,252 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $9.60B 108 0001280965-26-000002
2025-12-31 2026-02-17 $7.86B 104 0001280965-26-000001
2025-09-30 2025-11-13 $7.75B 100 0001280965-25-000007