Tortoise Investment Management, LLC Reduced Holdings in Q1 2025

Tortoise Investment Management, LLC

  • $901 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HBAN
Huntington Bancshares Inc

Financial Services
-74
- 0.88%
$14.28 - $17.39 $1.06K - $1.29K
8.3K $124K
LOW
Lowes Companies Inc

Consumer Cyclical
-28
- 7.16%
$222.66 - $268.42 $6.23K - $7.52K
363 $84K
PFE
Pfizer Inc

Healthcare
-215
- 5.23%
$25.01 - $27.13 $5.38K - $5.83K
3.9K $98K
C
Citigroup Inc

Financial Services
-150
- 34.97%
$67.23 - $84.63 $10.1K - $12.7K
279 $19K
APD
Air Products & Chemicals, Inc.

Basic Materials
-46
- 7.76%
$283.24 - $338.07 $13K - $15.6K
547 $161K
MRNA
Moderna, Inc.

Healthcare
-70
- 10.42%
$28.35 - $47.53 $1.98K - $3.33K
602 $17K
LNT
Alliant Energy Corp

Utilities
-255
- 18.89%
$56.66 - $66.04 $14.4K - $16.8K
1.1K $70K
PKG
Packaging Corp Of America

Consumer Cyclical
-24
- 13.19%
$192.03 - $242.13 $4.61K - $5.81K
158 $31K
VDC
Vanguard Consumer Staples ETF

ETFs
-50
- 10.4%
$206.54 - $226.16 $10.3K - $11.3K
431 $94K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-103
- 88.79%
N/A
13 $0
XYL
Xylem Inc.

Industrials
-60
- 19.42%
$114.02 - $132.04 $6.84K - $7.92K
249 $29K
NFLX
Netflix Inc

Communication Services
-10
- 13.33%
$828.4 - $1058.6 $8.28K - $10.6K
65 $60K
GLW
Corning Inc

Technology
-98
- 26.27%
$44.91 - $54.25 $4.4K - $5.32K
275 $12K
EXPD
Expeditors International Of Washington Inc

Industrials
-87
- 16.45%
$109.09 - $126.48 $9.49K - $11K
442 $53K
MCHP
Microchip Technology Inc

Technology
-4
- 0.88%
$48.41 - $64.3 $194 - $257
448 $21K
AVIG
American Centy ETF Tr Avantis

ETFs
-115
- 69.7%
$40.06 - $41.55 $4.61K - $4.78K
50 $2K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-100
- 54.35%
$30.38 - $34.94 $3.04K - $3.49K
84 $2K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-300
- 60.98%
$5.62 - $10.15 $1.69K - $3.05K
192 $1K
DTM
Dt Midstream, Inc.

Energy
-21
- 4.82%
$86.95 - $113.75 $1.83K - $2.39K
415 $40K
FE
Firstenergy Corp

Utilities
-50
- 17.73%
$37.95 - $43.5 $1.9K - $2.18K
232 $9K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-216
- 3.14%
$27.01 - $28.54 $5.83K - $6.16K
6.67K $186K
KD
Kyndryl Holdings, Inc.

Technology
-5
- 1.08%
$31.32 - $43.45 $157 - $217
460 $14K
EEMV
Ishares Msci Emerging Markets

ETFs
-140
- 0.86%
$57.07 - $59.29 $7.99K - $8.3K
16.1K $940K
FISV
Fiserv Inc

Technology
-9
- 10.34%
N/A
78 $9K
AZN
Astrazeneca PLC

Healthcare
-41
- 15.24%
$65.37 - $77.96 $2.68K - $3.2K
228 $16K
CSCO
Cisco Systems, Inc.

Technology
-389
- 4.31%
$58.74 - $64.87 $22.8K - $25.2K
8.65K $533K
VIG
Vanguard Dividend Appreciation

ETFs
-4
- 0.26%
N/A
1.55K $282K
SYK
Stryker Corp

Healthcare
-38
- 3.21%
$355.18 - $399.9 $13.5K - $15.2K
1.15K $426K
Linde PLC
-161
- 61.69%
N/A
100 $0
Veralto Corp
-22
- 84.62%
N/A
4 $0
WOOD
Ishares Global Timber & Forest
-1.46K
- 30.14%
N/A
3.39K $0
Jacobs Solutions Inc
-26
- 52.0%
N/A
24 $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
-196K
- 95.52%
N/A
9.18K $0
Solventum Corp
-4
- 4.49%
N/A
85 $0
Blackrock Inc
-95
- 71.97%
N/A
37 $0
Brookfield Renewable Corp
-90
- 34.48%
N/A
171 $0
CHKP
Check Point Software Technologies LTD

Technology
-20
- 10.99%
$179.88 - $231.31 $3.6K - $4.63K
162 $36K
DTE
Dte Energy CO

Utilities
-101
- 9.84%
$117.6 - $138.27 $11.9K - $14K
925 $127K
TMUS
T Mobile Us, Inc.

Communication Services
-46
- 11.47%
$211.3 - $272.83 $9.72K - $12.6K
355 $94K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-99
- 6.0%
$56.12 - $68.15 $5.56K - $6.75K
1.55K $105K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-520
- 0.99%
$25.98 - $28.59 $13.5K - $14.9K
52K $1.43M
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
-47.1K
- 6.27%
$8.73 - $9.39 $411K - $442K
704K $6.56M
EEM
Ishares Msci Emerging Markets

ETFs
-550
- 2.41%
$40.81 - $45.34 $22.4K - $24.9K
22.3K $973K
DFAX
Dimensional ETF Tr
-770
- 2.35%
$24.45 - $27.2 $18.8K - $20.9K
31.9K $836K
YUM
Yum Brands Inc

Consumer Cyclical
-68
- 4.57%
$123.25 - $162.53 $8.38K - $11.1K
1.42K $223K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-366
- 2.09%
$59.28 - $66.1 $21.7K - $24.2K
17.2K $1.09M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.8K
- 2.27%
$25.81 - $28.52 $46.4K - $51.3K
77.3K $2.13M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-150
- 1.04%
$61.2 - $68.24 $9.18K - $10.2K
14.3K $945K
CVX
Chevron Corp

Energy
-57
- 1.84%
$146.71 - $167.97 $8.36K - $9.57K
3.04K $509K
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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