Institutional manager
TORTOISE CAPITAL ADVISORS, L.L.C.
Holds positions in 42 of the S&P 500, worth $3.48bn as reported for the quarter ended 31-mar-2026.
Positions held42of 488 index companies covered
Reported value$3.48bnS&P 500 positions only
Top ten weight87%how concentrated the book is
Filing entities1single filer
Largest positions
The 42 biggest by reported value.
Targa ResourcesTRGP3.5m$889mEnergyWilliams CompaniesWMB11.5m$837mEnergyOneokOKE6.1m$551mEnergyKinder MorganKMI7.9m$263mEnergyConstellation EnergyCEG396,789$111mUtilitiesSempraSRE1.1m$110mUtilitiesEvergyEVRG1.3m$104mUtilitiesVistra Corp.VST476,205$72mUtilitiesNRG EnergyNRG395,300$58mUtilitiesEntergyETR428,752$48mUtilitiesEQT CorporationEQT692,704$44mEnergyMarathon PetroleumMPC169,704$41mEnergyValero EnergyVLO167,394$41mEnergyXcel EnergyXEL440,626$35mUtilitiesCenterPoint EnergyCNP776,826$34mUtilitiesNiSourceNI696,197$32mUtilitiesDTE EnergyDTE123,226$18mUtilitiesWEC Energy GroupWEC152,398$18mUtilitiesCMS EnergyCMS223,947$17mUtilitiesChevron CorporationCVX78,350$16mEnergyExpand EnergyEXE143,176$16mEnergyPhillips 66PSX80,743$15mEnergyDiamondback EnergyFANG51,684$10mEnergyDell TechnologiesDELL61,252$10mInformation TechnologyCienaCIEN25,418$10mInformation TechnologyHalliburtonHAL244,800$10mEnergyDevon EnergyDVN169,841$9mEnergyMicron TechnologyMU22,740$8mInformation TechnologyWestern DigitalWDC27,906$8mInformation TechnologySeagate TechnologySTX18,988$7mInformation TechnologyQuanta ServicesPWR11,932$7mIndustrialsNextEra EnergyNEE54,162$5mUtilitiesFerguson EnterprisesFERG17,987$4mIndustrialsSouthern CompanySO42,495$4mUtilitiesArista NetworksANET30,936$4mInformation TechnologyGE VernovaGEV3,433$3mIndustrialsSandiskSNDK4,394$3mInformation TechnologyAmphenolAPH21,446$3mInformation TechnologyCaterpillar Inc.CAT2,756$2mIndustrialsCoherent Corp.COHR7,710$2mInformation TechnologyNvidiaNVDA8,086$1mInformation TechnologyCumminsCMI2,202$1mIndustrials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.