Tortoise Investment Management, LLC Incresed Positions in Q1 2025

Tortoise Investment Management, LLC

  • $901 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
OKE
Oneok Inc

Energy
6
+ 1.05%
$89.57 - $109.85 $537 - $659
575 $57K
Wk Kellogg CO
12
+ 200.0%
N/A
18 $0
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
60
+ 2.6%
$8.38 - $8.86 $503 - $532
2.37K $19K
Simplify Exchange Traded Fun
31K
+ 10.29%
N/A
333K $0
SBRA
Sabra Health Care Reit, Inc.

Real Estate
9
+ 1.29%
$15.88 - $17.78 $143 - $160
709 $12K
Fidelity Wise Origin Bitcoin
17
+ 1.22%
N/A
1.41K $0
Dimensional ETF Trust
2.9K
+ 74.76%
N/A
6.78K $0
Lightbridge Corp
93.2K
+ 132.62%
N/A
164K $0
Doubleline ETF Trust
9.48K
+ 1053.33%
N/A
10.4K $0
Dimensional ETF Trust
3.65K
+ 30.97%
N/A
15.4K $0
Doubleline ETF Trust
7.5K
+ 2.57%
N/A
299K $0
American Centy ETF Tr
2.18K
+ 75.93%
N/A
5.04K $0
AL
Air Lease Corp

Industrials
1
+ 0.95%
$43.38 - $51.13 $43.4 - $51.1
106 $5K
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
3
+ 1.37%
$11.43 - $13.44 $34.3 - $40.3
222 $2K
MET
Metlife Inc

Financial Services
1
+ 0.16%
$77.7 - $87.0 $77.7 - $87
628 $50K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
24
+ 2.49%
$11.85 - $13.1 $284 - $314
988 $11K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
80
+ 4.92%
$120.24 - $134.3 $9.62K - $10.7K
1.71K $207K
CHY
Calamos Convertible & High Income Fund

Financial Services
28
+ 2.82%
$10.1 - $12.0 $283 - $336
1.02K $10K
ETN
Eaton Corp PLC

Industrials
71
+ 19.35%
$271.83 - $371.23 $19.3K - $26.4K
438 $119K
RPM
Rpm International Inc

Basic Materials
2
+ 0.38%
$114.03 - $128.31 $228 - $257
530 $61K
CMCSA
Comcast Corp

Communication Services
6
+ 0.13%
$33.19 - $38.23 $199 - $229
4.73K $174K
GIS
General Mills Inc

Consumer Defensive
3
+ 0.28%
$57.56 - $65.3 $173 - $196
1.06K $63K
PEP
Pepsico Inc

Consumer Defensive
18
+ 0.42%
$142.64 - $156.42 $2.57K - $2.82K
4.33K $648K
LMT
Lockheed Martin Corp

Industrials
1
+ 0.51%
$423.19 - $506.29 $423 - $506
197 $88K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.53K
+ 1.94%
$22.83 - $23.75 $57.9K - $60.2K
133K $3.07M
XLK
Technology Sector Spdr

ETFs
338
+ 10.1%
$206.38 - $242.18 $69.8K - $81.9K
3.69K $761K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
14.7K
+ 9.5%
$40.03 - $46.81 $589K - $689K
170K $6.92M
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.05%
$92.45 - $106.69 $277 - $320
5.71K $530K
EMR
Emerson Electric CO

Industrials
13
+ 0.36%
$108.64 - $131.17 $1.41K - $1.71K
3.63K $397K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
325
+ 2.57%
$96.93 - $109.51 $31.5K - $35.6K
12.9K $1.27M
EWX
Spdr S&P Emerging Markets Smal

ETFs
880
+ 1.39%
$55.48 - $59.47 $48.8K - $52.3K
64.1K $3.63M
VB
Vanguard Small Cap ETF

ETFs
124
+ 1.05%
$217.89 - $252.64 $27K - $31.3K
11.9K $2.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.68K
+ 8.14%
$102.49 - $119.96 $787K - $921K
102K $10.7M
DFAU
Dimensional ETF Tr

ETFs
2.85K
+ 0.71%
$37.84 - $42.29 $108K - $121K
402K $15.5M
Activity Summary
Buys All Purchases 153 New Holdings 18 Increased Positions 135 Sells All Sells 212 Reductions 211 Sold out 1 Options Calls 7 Puts 3
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