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TORTOISE CAPITAL ADVISORS, L.L.C. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
TORTOISE CAPITAL ADVISORS, L.L.C.
报告期 2026-03-31 · CIK 0001280965
持仓数
90
前50大市值合计
$9.44B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 89 项
建仓 10
增持 44
减持 27
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
LNG
Cheniere Energy Inc.
-$180.9M
2,294,410
-14%
增持
TRGP
Targa Resources Corp.
+$153.4M
3,389,006
+20%
增持
DTM
DT Midstream Inc
+$52.0M
2,980,945
+11%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
WES
Western Midstream Partners LP
+$47.5M
8,539,175
+16%
减持
ENB
Enbridge Inc
-$40.0M
7,057,049
-6%
增持
OKE
ONEOK Inc
+$39.0M
5,781,533
+9%
清仓
VG
Venture Global Inc
-$37.8M
0
-100%
减持
MPLX
MPLX LP
+$35.5M
13,319,918
-1%
减持
SUN
Sunoco LP
-$30.9M
800,665
-45%
增持
ET
Energy Transfer LP
-$24.1M
38,675,828
+0%
增持
AM
Antero Midstream Corporation
-$18.3M
11,403,093
+0%
增持
CQP
Cheniere Energy Partners LP
+$15.7M
1,092,866
+38%
建仓
CORZ
Core Scientific Inc
+$14.9M
1,026,045
减持
PBA
Pembina Pipeline Corporation
-$14.2M
3,852,716
-3%
增持
CWEN
Clearway Energy, Inc.
+$13.2M
2,627,260
+0%
增持
PAA
Plains All American Pipeline L
+$13.1M
9,542,156
+3%
增持
WMB
WILLIAMS COS INC COM
-$13.0M
11,362,696
+3%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$12.0M
215,168
+11%
增持
NRG
NRG Energy Inc.
+$10.6M
320,971
+28%
减持
HESM
Hess Midstream LP
-$9.7M
4,421,856
-6%
建仓
FRMI
Fermi LLC
+$8.7M
1,083,974
减持
PAGP
Plains GP Holdings, L.P.
+$8.4M
11,704,169
-1%
建仓
FSLR
First Solar Inc
+$7.4M
28,265
增持
TRP
TC Energy Corp.
+$7.2M
9,182,370
+0%
增持
ETR
Entergy Corporation
+$6.9M
392,689
+25%
增持
VST
Vistra Corp.
-$5.8M
404,502
+12%
增持
SRE
Sempra Energy
+$5.2M
1,602,837
+6%
增持
CNP
Centerpoint Energy Inc
+$4.4M
772,099
+19%
增持
CIEN
Ciena Corp
+$4.3M
26,014
+107%
建仓
FERG
Ferguson Enterprises Inc
+$3.9M
17,377
增持
NEE
NEXTERA ENERGY INC COM
+$3.8M
57,070
+482%
增持
NI
Nisource Inc
+$3.6M
701,207
+18%
增持
WDC
Western Digital Corp
+$3.6M
23,116
+595%
减持
WEC
WEC Energy Group, Inc.
-$3.4M
154,558
-10%
建仓
MU
Micron Technology Inc
+$3.4M
11,738
减持
DVN
Devon Energy Corporation
-$2.7M
140,604
-37%
减持
KNTK
Kinetik Holdings Inc
-$2.4M
362,879
-0%
增持
KMI
Kinder Morgan Inc
-$2.3M
9,152,339
+2%
增持
MYRG
MYR Group Inc
+$2.2M
13,286
+300%
建仓
PUMP
ProPetro Holding Corp
+$2.2M
228,383
减持
EE
Excelerate Energy Inc.
+$2.1M
1,165,463
-4%
建仓
STN
Stantec Inc.
+$2.0M
21,269
增持
PWR
Quanta Services Inc
+$1.8M
10,214
+72%
增持
—
nVent Electric PLC
+$1.7M
38,534
+73%
减持
PSX
Phillips 66
-$1.6M
109,584
-5%
清仓
RIOT
Riot Platforms Inc
-$1.6M
0
-100%
增持
DELL
Dell Technologies Inc
+$1.4M
34,310
+68%
清仓
—
TRANE TECHNOLOGIES PLC
-$1.3M
0
-100%
增持
XEL
Xcel Energy
-$1.3M
399,236
+5%
增持
APH
Amphenol Corp
+$1.2M
13,918
+164%
增持
MTZ
MasTec Inc
+$1.2M
14,700
+59%
建仓
SNDK
Sandisk Corp/DE
+$1.2M
5,060
清仓
NTAP
Netapp Inc
-$1.1M
0
-100%
增持
VRT
Vertiv Holdings Co
+$1.0M
29,008
+20%
建仓
CAT
Caterpillar Inc
+$1.0M
1,816
减持
MPC
Marathon Petroleum Corp
-$1.0M
27,716
-4%
增持
CIFR
Cipher Mining Inc
+$994.2K
191,220
+32%
减持
CMS
Cms Energy Corp Com
-$990.9K
216,772
-2%
减持
EQIX
Equinix Inc
-$955.1K
798
-60%
增持
TLN
Talen Energy Corp.
+$949.7K
116,701
+16%
增持
EVRG
EVERGY INC COM
+$930.0K
1,364,928
+6%
增持
PSTG
Pure Storage Inc
+$885.2K
35,806
+98%
减持
EXE
Expand Energy Corp
+$848.3K
271,020
-1%
增持
WULF
Terawulf Inc
+$839.9K
194,912
+59%
减持
SOBO
South Bow Corp
-$793.4K
942,091
-0%
清仓
CARR
Carrier Global Corp
-$735.5K
0
-100%
增持
PRIM
Primoris Services Corp
+$724.0K
19,218
+59%
减持
DLR
Digital Realty Trust Inc
-$702.8K
8,500
-27%
减持
VLO
Valero Energy Corp
-$690.6K
31,275
-8%
增持
MOD
Modine Manufacturing Co
+$651.6K
11,018
+91%
减持
CTRA
Coterra Energy Inc.
+$638.2K
362,540
-4%
减持
OVV
Ovintiv Inc.
-$629.8K
229,952
-4%
清仓
XIFR
XPLR Infrastructure, LP
-$476.3K
0
-100%
增持
EQT
EQT Corp
-$470.5K
661,440
+0%
减持
—
Exxon Mobil Corp
+$441.2K
132,996
-4%
清仓
APLD
Applied Digital Corp
-$409.3K
0
-100%
减持
AR
Antero Resources Corp
-$394.2K
368,542
-6%
增持
DTE
DTE ENERGY CO COM
+$382.7K
122,111
+12%
增持
NVDA
NVIDIA Corporation
+$361.9K
5,266
+58%
减持
EPD
Enterprise Products Partners L
-$316.1K
14,281,220
-3%
增持
CLS
Celestica Inc
+$295.2K
2,112
+58%
建仓
TYG
Tortoise Energy Infrastructure
+$250.0K
6,112
清仓
—
Ecofin Sustainable and Social
-$227.7K
0
-100%
减持
GEV
GE Vernova Inc
-$144.2K
2,281
-14%
减持
CMI
Cummins Inc.
-$103.7K
1,450
-27%
增持
ANET
Arista Networks Inc
+$73.8K
15,734
+15%
增持
SO
SOUTHERN CO
-$51.6K
41,392
+7%
减持
KGS
Kodiak Gas Services Inc
+$51.4K
720,537
-1%
增持
SMCI
Super Micro Computer Inc
-$29.3K
31,810
+59%