Position in SO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,101,617
+$492,235 QoQ
Shares Held
42,495
+2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TORTOISE CAPITAL ADVISORS, L.L.C. holds $290,987,671 across 7 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
951,677 | $109,309,620 | |
| 2 | EVRG |
Evergy, Inc.
|
614,254 | $53,089,973 | |
| 3 | CNP |
Centerpoint Energy Inc
|
1,100,699 | $48,474,783 | |
| 4 | AEP |
American Electric Power Co Inc
|
308,617 | $42,221,891 | |
| 5 | DTE |
Dte Energy Co
|
190,541 | $29,032,732 | |
| 6 | NEE |
Nextera Energy Inc
|
52,493 | $4,607,310 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
36,408 | $4,251,362 |
All Filings in SO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,101,617 | 42,495 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,609,382 | 41,392 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,660,965 | 38,630 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,597,348 | 39,174 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $10,904,204 | 120,916 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $9,382,479 | 120,955 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $9,807,288 | 136,706 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $8,103,558 | 115,567 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $6,797,476 | 105,029 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $6,346,455 | 90,341 | Shares | Other | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||