TORTOISE INDEX SOLUTIONS, LLC other names

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Adviser Profile

As of Date:

04/30/2024

Adviser Type:

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Number of Employees:

2

of those in investment advisory functions:

1

Registration:

SEC, Approved, 6/1/2015

AUM:

592,358,635 -7.35%

of that, discretionary:

592,358,635 -7.35%

GAV:

0

Avg Account Size:

296,179,318 -7.35%

SMA’s:

NO

Private Funds:

0

Contact Info

913 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
639M 548M 457M 365M 274M 183M 91M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Tortoise Index Solutions, LLC Buys American Water Works Co Inc, DT Midstream Inc, Archrock Inc, ...
11/04/2021

Related Stocks: CWT, SJW, MEG, AWK, DTM, AROC, AOS, AFRM, AXP, SBS,

gurufocus.com

Private Funds

No private funds

Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
969457100 WILLIAMS COS INC COM $37,517,471 8.00% -3.00% -13.00%
87807B107 TC Energy Corp. $35,308,946 7.00% -14.00% -16.00%
16411R208 Cheniere Energy Inc. $34,867,607 7.00% -4.00% 1.00%
29250N105 Enbridge Inc $36,302,252 7.00% -11.00% -12.00%
49456B101 Kinder Morgan Inc $32,914,211 7.00% -11.00% -14.00%
682680103 ONEOK, Inc $36,337,854 7.00% -11.00% -22.00%
65473P105 Nisource Inc $19,136,350 4.00% -12.00% -15.00%
049560105 Atmos Energy Corp $19,354,057 4.00% -9.00% -12.00%
706327103 Pembina Pipeline Corp $18,841,278 4.00% -14.00% -16.00%
29273V100 Energy Transfer LP $19,474,558 4.00% -10.00% -21.00%