Tortoise Capital Advisors, L.L.C.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Tortoise Capital Advisors, L.L.C. reported 91 stock positions worth $9.8 billion. Its top holding was Targa Resources (TRGP) at 9.6% of the portfolio, followed by Williams Cos (WMB, 8.5%) and Energy Transfer (ET, 7.4%). Compared with Q1 2026, it opened 9 new positions, sold out of 8, added to 45 and reduced 34. The biggest buy was Enterprise Products Partners (EPD, shares +25%) and the biggest sale MPLX (MPLX, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0001280965
- Portfolio Value
- $9.8B (Q2 2026)
- SEC Filing
- 0001280965-26-000003 ↗ filed Aug 14, 2026
Holdings Value
Holdings 91 stocks · $9.8B
| TRGP Targa Resources Corp. | 9.62% | 3,529,491 | $946.4M | Reduce -0.5% |
| WMB Williams Cos Inc. | 8.50% | 11,248,639 | $836.2M | Reduce -2.2% |
| ET Energy Transfer LP | 7.39% | 37,997,055 | $726.5M | Reduce -3.7% |
| LNG Cheniere Energy Inc. | 7.15% | 2,941,182 | $703.0M | Add +15.0% |
| EPD Enterprise Products Partners | 6.96% | 18,636,746 | $685.1M | Add +25.4% |
| MPLX MPLX LP | 6.01% | 10,500,469 | $591.5M | Reduce -20.8% |
| OKE Oneok Inc. | 5.61% | 6,343,979 | $551.5M | Add +4.1% |
| TRP TC Energy Corp. | 4.92% | 7,294,330 | $483.5M | Reduce -8.9% |
| DTM DT Midstream Inc. | 4.44% | 2,975,967 | $436.7M | Reduce -1.1% |
| ENB Enbridge Inc. | 3.29% | 5,961,957 | $323.2M | Reduce -11.0% |
| PAA Plains All Amer Pipeline LP | 3.08% | 13,603,422 | $302.8M | Add +26.0% |
| WES Western Midstream Partners L | 2.89% | 6,506,154 | $284.7M | Reduce -25.9% |
| PAGP Plains GP Holdings LP | 2.74% | 11,116,796 | $269.8M | Reduce -5.8% |
| AM Antero Midstream Corp. | 2.36% | 10,183,484 | $231.7M | Reduce -8.8% |
| PBA Pembina Pipeline Corp. | 2.17% | 4,623,490 | $213.9M | Add +16.1% |
| HESM Hess Midstream LP Class A | 1.62% | 4,236,214 | $159.3M | Reduce -5.2% |
| KMI Kinder Morgan Inc. | 1.37% | 4,210,122 | $134.6M | Reduce -46.4% |
| ETR Entergy Corp. | 1.11% | 951,677 | $109.3M | Add +122.0% |
| VG Venture Global Inc. Class A | 1.08% | 9,559,853 | $106.4M | New |
| CEG Constellation Energy | 0.86% | 340,376 | $84.5M | Reduce -14.2% |
| SRE Sempra | 0.77% | 814,192 | $75.5M | Reduce -27.9% |
| VST Vistra Corp. | 0.68% | 424,040 | $67.3M | Reduce -10.9% |
| CQP Cheniere Energy Partners LP | 0.67% | 1,080,566 | $65.9M | Reduce -2.4% |
| PWR Quanta Services Inc. | 0.65% | 88,892 | $64.0M | Add +645.0% |
| MTZ Mastec Inc. | 0.61% | 143,731 | $59.8M | Add +683.7% |
| NRG NRG Energy Inc. | 0.60% | 405,440 | $59.2M | Add +2.6% |
| GEV GE Vernova Inc. | 0.59% | 49,201 | $57.8M | Add +1333.2% |
| KGS Kodiak Gas Services Inc. | 0.59% | 768,470 | $57.7M | Add +5.8% |
| EVRG Evergy Inc. | 0.54% | 614,254 | $53.1M | Reduce -51.5% |
| SUN Sunoco LP | 0.53% | 778,973 | $52.6M | Reduce -4.5% |
| CNP Centerpoint Energy Inc. | 0.49% | 1,100,699 | $48.5M | Add +41.7% |
| TLN Talen Energy Corp. | 0.49% | 125,132 | $48.1M | Reduce -10.0% |
| NI Nisource Inc. | 0.48% | 992,110 | $47.2M | Add +42.5% |
| EE Excelerate Energy Inc. Class A | 0.45% | 1,166,178 | $44.3M | Reduce -1.4% |
| AEP American Electric Power | 0.43% | 308,617 | $42.2M | New |
| VLO Valero Energy Corp. | 0.42% | 158,847 | $41.4M | Reduce -5.1% |
| MPC Marathon Petroleum Corp. | 0.42% | 161,222 | $41.2M | Reduce -5.0% |
| EQT Eqt Corp. | 0.41% | 767,234 | $40.8M | Add +10.8% |
| SOBO South Bow Corp. | 0.34% | 943,552 | $33.3M | Reduce -1.7% |
| VRT Vertiv Holdings Co. Class A | 0.33% | 96,196 | $32.2M | Add +167.9% |
| MU Micron Technology Inc. | 0.32% | 27,310 | $31.5M | Add +20.1% |
| DTE DTE Energy Company | 0.30% | 190,541 | $29.0M | Add +54.6% |
| DELL Dell Technologies -C | 0.27% | 62,504 | $27.0M | Add +2.0% |
| SNDK Sandisk Corp. | 0.25% | 10,918 | $24.8M | Add +148.5% |
| SEI Solaris Energy Infrastructur | 0.24% | 293,332 | $23.6M | New |
| OXY Occidental Petroleum Corp. | 0.24% | 477,971 | $23.2M | New |
| FANG Diamondback Energy Inc. | 0.24% | 131,944 | $23.2M | Add +155.3% |
| CIEN Ciena Corp. | 0.23% | 46,850 | $23.0M | Add +84.3% |
| WDC Western Digital Corp. | 0.20% | 31,574 | $20.2M | Add +13.1% |
| STX Seagate Technology Holdings | 0.20% | 20,722 | $20.0M | Add +9.1% |
| MYRG MYR Group Inc./Delaware | 0.19% | 37,758 | $18.9M | Add +84.8% |
| CRDO Credo Technology Group Holdi | 0.19% | 68,512 | $18.6M | Add +84.9% |
| DVN Devon Energy Corp. | 0.19% | 443,670 | $18.3M | Add +161.2% |
| KNTK Kinetik Holdings Inc. | 0.18% | 364,543 | $17.6M | Reduce -0.9% |
| AR Antero Resources Corp. | 0.18% | 499,277 | $17.5M | Add +36.4% |
| NVT Nvent Electric PLC | 0.17% | 101,518 | $17.2M | Add +84.6% |
| OVV Ovintiv Inc. | 0.17% | 318,847 | $16.8M | Add +38.5% |
| INIO Innio NV | 0.15% | 365,036 | $14.4M | New |
| DY Dycom Industries Inc. | 0.14% | 28,152 | $14.2M | Add +120.6% |
| WULF Terawulf Inc. | 0.14% | 555,552 | $13.7M | Add +85.1% |
| PSX Phillips 66 | 0.14% | 79,224 | $13.4M | Reduce -1.9% |
| CIFR Cipher Digital Inc. | 0.14% | 544,776 | $13.3M | Add +85.0% |
| EXE Expand Energy Corp. | 0.13% | 140,470 | $12.8M | Reduce -1.9% |
| CVX Chevron Corp. | 0.13% | 76,874 | $12.7M | Reduce -1.9% |
| NBIS Nebius Group NV | 0.12% | 43,304 | $12.0M | Add +203.8% |
| CORZ Core Scientific Inc. | 0.12% | 453,530 | $11.6M | Reduce -59.0% |
| MOD Modine Manufacturing Co. | 0.12% | 42,990 | $11.5M | Add +220.6% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.11% | 233,472 | $10.7M | Add +84.8% |
| HUT Hut 8 Corp. | 0.10% | 87,866 | $10.1M | Add +123.8% |
| ANET Arista Networks Inc. | 0.10% | 56,928 | $9.7M | Add +84.0% |
| HPE Hewlett Packard Enterprise | 0.09% | 203,922 | $9.2M | New |
| HAL Halliburton Co. | 0.08% | 240,167 | $8.2M | Reduce -1.9% |
| CWEN Clearway Energy Inc. Class C | 0.08% | 236,351 | $8.1M | Reduce -90.8% |
| APH Amphenol Corp. Class A | 0.07% | 39,686 | $7.0M | Add +85.0% |
| PUMP Propetro Holding Corp. | 0.07% | 472,192 | $6.8M | Reduce -1.9% |
| COHR Coherent Corp. | 0.06% | 14,094 | $5.6M | Add +82.8% |
| CAT Caterpillar Inc. | 0.05% | 5,036 | $5.4M | Add +82.7% |
| RIOT Riot Platforms Inc. | 0.05% | 192,966 | $5.3M | New |
| NEE Nextera Energy Inc. | 0.05% | 52,493 | $4.6M | Reduce -3.1% |
| FIX Comfort Systems USA Inc. | 0.05% | 2,320 | $4.6M | New |
| LITE Lumentum Holdings Inc. | 0.05% | 5,282 | $4.5M | Add +76.0% |
| WEC WEC Energy Group Inc. | 0.04% | 36,408 | $4.3M | Reduce -76.1% |
| APLD Applied Digital Corp. | 0.04% | 110,620 | $4.1M | New |
| FERG Ferguson Enterprises Inc. | 0.04% | 17,143 | $4.1M | Reduce -4.7% |
| NVDA Nvidia Corp. | 0.03% | 14,926 | $3.0M | Add +84.6% |
| CMI Cummins Inc. | 0.03% | 4,026 | $2.9M | Add +82.8% |
| CLS Celestica Inc. | 0.02% | 5,976 | $2.2M | Add +84.4% |
| STN Stantec Inc. | 0.01% | 20,945 | $1.4M | Add +18.7% |
| GLP Global Partners LP | 0.01% | 27,147 | $1.3M | No change |
| NGL NGL Energy Partners LP | 0.01% | 68,234 | $1.1M | No change |
| GEL Genesis Energy L.P. | 0.00% | 19,393 | $275K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| MPLX MPLX LP | Reduce -20.8% | 6.01% | −1.87 |
| KMI Kinder Morgan Inc. | Reduce -46.4% | 1.37% | −1.37 |
| CWEN Clearway Energy Inc. Class C | Reduce -90.8% | 0.08% | −0.97 |
| WES Western Midstream Partners L | Reduce -25.9% | 2.89% | −0.87 |
| ET Energy Transfer LP | Reduce -3.7% | 7.39% | −0.55 |
| EVRG Evergy Inc. | Reduce -51.5% | 0.54% | −0.54 |
| ENB Enbridge Inc. | Reduce -11.0% | 3.29% | −0.49 |
| SRE Sempra | Reduce -27.9% | 0.77% | −0.38 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −0.36 |
| TRP TC Energy Corp. | Reduce -8.9% | 4.92% | −0.31 |
| AM Antero Midstream Corp. | Reduce -8.8% | 2.36% | −0.30 |
| CEG Constellation Energy | Reduce -14.2% | 0.86% | −0.29 |
| PAGP Plains GP Holdings LP | Reduce -5.8% | 2.74% | −0.24 |
| WMB Williams Cos Inc. | Reduce -2.2% | 8.50% | −0.22 |
| HESM Hess Midstream LP Class A | Reduce -5.2% | 1.62% | −0.19 |
| CMS CMS Energy Corp. | Sold out | 0.00% | −0.18 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.15 |
| WEC WEC Energy Group Inc. | Reduce -76.1% | 0.04% | −0.14 |
| FRMI Fermi Inc. | Sold out | 0.00% | −0.14 |
| CQP Cheniere Energy Partners LP | Reduce -2.4% | 0.67% | −0.08 |
| VST Vistra Corp. | Reduce -10.9% | 0.68% | −0.06 |
| CORZ Core Scientific Inc. | Reduce -59.0% | 0.12% | −0.05 |
| PRIM Primoris Services Corp. | Sold out | 0.00% | −0.04 |
| SO The Southern Co. | Sold out | 0.00% | −0.04 |
| CVX Chevron Corp. | Reduce -1.9% | 0.13% | −0.04 |
| EXE Expand Energy Corp. | Reduce -1.9% | 0.13% | −0.03 |
| FPS Forgent Power Solutions Class A | Sold out | 0.00% | −0.02 |
| SUN Sunoco LP | Reduce -4.5% | 0.53% | −0.02 |
| PSX Phillips 66 | Reduce -1.9% | 0.14% | −0.02 |
| HAL Halliburton Co. | Reduce -1.9% | 0.08% | −0.02 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -5.0% | 0.42% | −0.01 |
| VLO Valero Energy Corp. | Reduce -5.1% | 0.42% | −0.01 |
| KNTK Kinetik Holdings Inc. | Reduce -0.9% | 0.18% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -3.1% | 0.05% | −0.01 |
| PUMP Propetro Holding Corp. | Reduce -1.9% | 0.07% | −0.00 |
| FERG Ferguson Enterprises Inc. | Reduce -4.7% | 0.04% | −0.00 |
| SOBO South Bow Corp. | Reduce -1.7% | 0.34% | +0.00 |
| TLN Talen Energy Corp. | Reduce -10.0% | 0.49% | +0.03 |
| EE Excelerate Energy Inc. Class A | Reduce -1.4% | 0.45% | +0.04 |
| DTM DT Midstream Inc. | Reduce -1.1% | 4.44% | +0.22 |
| TRGP Targa Resources Corp. | Reduce -0.5% | 9.62% | +0.36 |
Portfolio Buys Q1 2026 → Q2 2026
| EPD Enterprise Products Partners | Add +25.4% | 6.96% | +1.11 |
| VG Venture Global Inc. Class A | New | 1.08% | +1.08 |
| ETR Entergy Corp. | Add +122.0% | 1.11% | +0.61 |
| PWR Quanta Services Inc. | Add +645.0% | 0.65% | +0.58 |
| PAA Plains All Amer Pipeline LP | Add +26.0% | 3.08% | +0.57 |
| GEV GE Vernova Inc. | Add +1333.2% | 0.59% | +0.56 |
| MTZ Mastec Inc. | Add +683.7% | 0.61% | +0.55 |
| AEP American Electric Power | New | 0.43% | +0.43 |
| PBA Pembina Pipeline Corp. | Add +16.1% | 2.17% | +0.32 |
| MU Micron Technology Inc. | Add +20.1% | 0.32% | +0.24 |
| SEI Solaris Energy Infrastructur | New | 0.24% | +0.24 |
| OXY Occidental Petroleum Corp. | New | 0.24% | +0.24 |
| VRT Vertiv Holdings Co. Class A | Add +167.9% | 0.33% | +0.23 |
| SNDK Sandisk Corp. | Add +148.5% | 0.25% | +0.22 |
| DELL Dell Technologies -C | Add +2.0% | 0.27% | +0.17 |
| CRDO Credo Technology Group Holdi | Add +84.9% | 0.19% | +0.15 |
| INIO Innio NV | New | 0.15% | +0.15 |
| KGS Kodiak Gas Services Inc. | Add +5.8% | 0.59% | +0.15 |
| CNP Centerpoint Energy Inc. | Add +41.7% | 0.49% | +0.14 |
| NI Nisource Inc. | Add +42.5% | 0.48% | +0.14 |
| MYRG MYR Group Inc./Delaware | Add +84.8% | 0.19% | +0.13 |
| CIEN Ciena Corp. | Add +84.3% | 0.23% | +0.13 |
| FANG Diamondback Energy Inc. | Add +155.3% | 0.24% | +0.13 |
| WDC Western Digital Corp. | Add +13.1% | 0.20% | +0.13 |
| STX Seagate Technology Holdings | Add +9.1% | 0.20% | +0.13 |
| DTE DTE Energy Company | Add +54.6% | 0.30% | +0.11 |
| NVT Nvent Electric PLC | Add +84.6% | 0.17% | +0.11 |
| NBIS Nebius Group NV | Add +203.8% | 0.12% | +0.11 |
| DY Dycom Industries Inc. | Add +120.6% | 0.14% | +0.10 |
| DVN Devon Energy Corp. | Add +161.2% | 0.19% | +0.10 |
| CIFR Cipher Digital Inc. | Add +85.0% | 0.14% | +0.10 |
| WULF Terawulf Inc. | Add +85.1% | 0.14% | +0.09 |
| HPE Hewlett Packard Enterprise | New | 0.09% | +0.09 |
| MOD Modine Manufacturing Co. | Add +220.6% | 0.12% | +0.09 |
| HUT Hut 8 Corp. | Add +123.8% | 0.10% | +0.08 |
| IREN Iren Ltd. | Add +84.8% | 0.11% | +0.06 |
| ANET Arista Networks Inc. | Add +84.0% | 0.10% | +0.06 |
| RIOT Riot Platforms Inc. | New | 0.05% | +0.05 |
| FIX Comfort Systems USA Inc. | New | 0.05% | +0.05 |
| APH Amphenol Corp. Class A | Add +85.0% | 0.07% | +0.04 |
| APLD Applied Digital Corp. | New | 0.04% | +0.04 |
| COHR Coherent Corp. | Add +82.8% | 0.06% | +0.04 |
| CAT Caterpillar Inc. | Add +82.7% | 0.05% | +0.03 |
| OVV Ovintiv Inc. | Add +38.5% | 0.17% | +0.03 |
| LITE Lumentum Holdings Inc. | Add +76.0% | 0.05% | +0.02 |
| CMI Cummins Inc. | Add +82.8% | 0.03% | +0.02 |
| AR Antero Resources Corp. | Add +36.4% | 0.18% | +0.02 |
| NVDA Nvidia Corp. | Add +84.6% | 0.03% | +0.02 |
| CLS Celestica Inc. | Add +84.4% | 0.02% | +0.01 |
| NRG NRG Energy Inc. | Add +2.6% | 0.60% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 91 | $9.8B | TRGP, WMB, ET, LNG, EPD |
| Q1 2026 | 90 | $9.6B | TRGP, WMB, ET, MPLX, LNG |
| Q4 2025 | 84 | $7.9B | MPLX, WMB, ET, TRGP, TRP |
| Q3 2025 | 82 | $7.8B | WMB, MPLX, ET, LNG, TRP |
| Q2 2025 | 55 | $7.7B | WMB, MPLX, ET, LNG, TRGP |
| Q1 2025 | 51 | $8.3B | TRGP, MPLX, OKE, ET, LNG |
| Q4 2024 | 50 | $7.8B | TRGP, ET, MPLX, LNG, WMB |
| Q3 2024 | 84 | $7.8B | TRGP, MPLX, ET, OKE, LNG |
| Q2 2024 | 81 | $7.6B | TRGP, MPLX, ET, LNG, OKE |
| Q1 2024 | 84 | $7.2B | TRGP, MPLX, OKE, ET, WMB |