TORTOISE CAPITAL ADVISORS, L.L.C.

Est. AUM

$1.82B

13F long equity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Plains GP Holdings, L.P.	cs	$286.5M	11,799,098	15.77%	SOLE
2	Pembina Pipeline Corporation	cs	$177.8M	3,982,948	9.79%	SOLE
3	CONSTELLATION ENERGY CORP COM	cs	$110.8M	396,789	6.10%	SOLE
4	Sempra Energy	cs	$109.8M	1,129,673	6.04%	SOLE
5	EVERGY INC COM	cs	$103.8M	1,267,504	5.72%	SOLE
6	Clearway Energy, Inc.	cs	$101.5M	2,582,138	5.58%	SOLE
7	Vistra Corp.	cs	$71.6M	476,205	3.94%	SOLE
8	NRG Energy Inc.	cs	$57.8M	395,300	3.18%	SOLE
9	Entergy Corporation	cs	$48.2M	428,752	2.65%	SOLE
10	Talen Energy Corp.	cs	$44.4M	139,041	2.44%	SOLE
11	EQT Corp	cs	$44.1M	692,704	2.43%	SOLE
12	Marathon Petroleum Corp	cs	$41.4M	169,704	2.28%	SOLE
13	Valero Energy Corp	cs	$41.4M	167,394	2.28%	SOLE
14	Excelerate Energy Inc.	cs	$39.5M	1,183,147	2.18%	SOLE
15	Xcel Energy	cs	$35.0M	440,626	1.93%	SOLE
16	Centerpoint Energy Inc	cs	$33.5M	776,826	1.85%	SOLE
17	Nisource Inc	cs	$32.5M	696,197	1.79%	SOLE
18	South Bow Corp	cs	$32.0M	960,084	1.76%	SOLE
19	DTE ENERGY CO COM	cs	$18.0M	123,226	0.99%	SOLE
20	Kinetik Holdings Inc	cs	$17.8M	367,841	0.98%	SOLE
21	WEC Energy Group, Inc.	cs	$17.6M	152,398	0.97%	SOLE
22	Cms Energy Corp Com	cs	$17.4M	223,947	0.96%	SOLE
23	Core Scientific Inc	cs	$16.6M	1,106,726	0.91%	SOLE
24	Chevron Corp	cs	$16.2M	78,350	0.89%	SOLE
25	Expand Energy Corp	cs	$15.7M	143,176	0.87%	SOLE
26	Antero Resources Corp	cs	$15.5M	366,007	0.86%	SOLE
27	Phillips 66	cs	$14.7M	80,743	0.81%	SOLE
28	Coterra Energy Inc.	cs	$14.2M	403,440	0.78%	SOLE
29	Ovintiv Inc.	cs	$13.7M	230,150	0.75%	SOLE
30	Fermi LLC	cs	$13.3M	2,280,837	0.73%	SOLE
31	Diamondback Energy Inc	cs	$10.2M	51,684	0.56%	SOLE
32	Dell Technologies Inc	cs	$10.1M	61,252	0.55%	SOLE
33	Ciena Corp	cs	$9.9M	25,418	0.54%	SOLE
34	Halliburton Company	cs	$9.5M	244,800	0.53%	SOLE
35	Vertiv Holdings Co	cs	$9.0M	35,906	0.50%	SOLE
36	Devon Energy Corporation	cs	$8.5M	169,841	0.47%	SOLE
37	Micron Technology Inc	cs	$7.7M	22,740	0.42%	SOLE
38	Western Digital Corp	cs	$7.5M	27,906	0.42%	SOLE
39	Seagate Technology Holdings PL	cs	$7.4M	18,988	0.41%	SOLE
40	ProPetro Holding Corp	cs	$6.9M	481,294	0.38%	SOLE
41	Quanta Services Inc	cs	$6.6M	11,932	0.36%	SOLE
42	nVent Electric PLC	cs	$6.5M	55,006	0.36%	SOLE
43	MasTec Inc	cs	$5.9M	18,340	0.32%	SOLE
44	MYR Group Inc	cs	$5.8M	20,430	0.32%	SOLE
45	NEXTERA ENERGY INC COM	cs	$5.0M	54,162	0.28%	SOLE
46	Terawulf Inc	cs	$4.3M	300,192	0.24%	SOLE
47	IREN Ltd	cs	$4.3M	126,312	0.24%	SOLE
48	Dycom Industries Inc	cs	$4.3M	12,764	0.24%	SOLE
49	Primoris Services Corp	cs	$4.2M	29,558	0.23%	SOLE
50	Ferguson Enterprises Inc	cs	$4.1M	17,987	0.23%	DFND

1–50 of 90

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.