TORTOISE INDEX SOLUTIONS, LLC

SEC CIK
0001650373

Holdings, Q1 2024

Positions as of Mar 31, 2024, filed May 10, 2024.SEC

Positions
64
+1 vs. Q4 2023
Total value
$496.79M
−$41.27M (−7.7%) vs. Q4 2023

Compare with Q4 2023: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q4 2023.

TORTOISE INDEX SOLUTIONS, LLC holdings in Q1 2024
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
WMBWILLIAMS COS INCCOM962,727$37.52M7.55%−142,379−12.9%ReducedView
OKEONEOK INC NEWCOM453,260$36.34M7.31%−125,198−21.6%ReducedView
ENBENBRIDGE INC COMStock1,003,379$36.3M7.31%−132,468−11.7%ReducedView
TRPTC ENERGY CORPCOM878,332$35.31M7.11%−166,432−15.9%ReducedView
LNGCHENIERE ENERGY INCCOM NEW216,193$34.87M7.02%+2,866+1.3%AddedView
KMIKINDER MORGAN INC DEL COMStock1,794,668$32.91M6.63%−295,538−14.1%ReducedView
TRGPTARGA RES CORPCOM179,849$20.14M4.05%−66,837−27.1%ReducedView
EPDENTERPRISE PRODS PARTNERS L P COMStock669,875$19.55M3.93%−125,746−15.8%ReducedView
ETENERGY TRANSFER L PCOM UT LTD PTN1,238,052$19.47M3.92%−328,990−21.0%ReducedView
ATOATMOS ENERGY CORPCOM162,817$19.35M3.90%−21,300−11.6%ReducedView
NINISOURCE INCCOM691,842$19.14M3.85%−123,541−15.2%ReducedView
PBAPEMBINA PIPELINE CORPCOM533,672$18.84M3.79%−100,974−15.9%ReducedView
MPLXMPLX LPCOM UNIT REP LTD363,384$15.1M3.04%−99,889−21.6%ReducedView
EQUITRANS MIDSTREAM CORP294600101COM725,054$9.06M1.82%−129,803−15.2%Reduced–
PAAPLAINS ALL AMERN PIPELINE LUNIT LTD PARTN472,495$8.3M1.67%−129,881−21.6%ReducedView
NFGNATIONAL FUEL GAS CO COMStock154,174$8.28M1.67%−26,992−14.9%ReducedView
AMANTERO MIDSTREAM CORP COMStock569,981$8.01M1.61%−102,041−15.2%ReducedView
SWXSOUTHWEST GAS HLDGS INCCOM100,539$7.65M1.54%−17,995−15.2%ReducedView
NJRNEW JERSEY RES CORP COMStock164,510$7.06M1.42%−27,987−14.5%ReducedView
WESWESTERN MIDSTREAM PARTNERS LCOM UNIT LP INT196,775$7M1.41%−54,091−21.6%ReducedView
DTMDT MIDSTREAM INCCOMMON STOCK100,557$6.14M1.24%−27,550−21.5%ReducedView
OGSONE GAS INCCOM92,801$5.99M1.21%−16,614−15.2%ReducedView
SRSPIRE INCCOM92,013$5.65M1.14%−11,777−11.3%ReducedView
ENLINK MIDSTREAM LLC29336T100COM UNIT REP LTD397,556$5.42M1.09%−71,173−15.2%Reduced–
AROCARCHROCK INCCOM229,821$4.52M0.91%−41,143−15.2%ReducedView
ECLECOLAB INC COMStock17,446$4.03M0.81%−1,365−7.3%ReducedView
CPKCHESAPEAKE UTILS CORPCOM37,210$3.99M0.80%−5,521−12.9%ReducedView
XYLXYLEM INCCOM30,866$3.99M0.80%−2,874−8.5%ReducedView
PAGPPLAINS GP HLDGS L PLTD PARTNR INT A203,680$3.72M0.75%−55,989−21.6%ReducedView
SUNSUNOCO LP/SUNOCO FIN CORPCOM UT REP LP57,535$3.47M0.70%−15,815−21.6%ReducedView
NFENEW FORTRESS ENERGY INCCOM CL A109,797$3.36M0.68%−19,656−15.2%ReducedView
AWKAMERICAN WTR WKS CO INC NEW COMStock27,300$3.34M0.67%+324+1.2%AddedView
HESMHESS MIDSTREAM LPCL A SHS82,821$2.99M0.60%−7,550−8.4%ReducedView
NUSTAR ENERGY LP67058H102UNIT COM117,496$2.73M0.55%−32,298−21.6%Reduced–
VLTOVERALTO CORP COM SHSStock30,748$2.73M0.55%+30,748NewView
KNTKKINETIK HOLDINGS INCCOM NEW CL A58,286$2.32M0.47%+14,179+32.1%AddedView
NWNNORTHWEST NAT HLDG COCOM61,547$2.29M0.46%−11,019−15.2%ReducedView
PNRPENTAIR PLCSHS26,272$2.24M0.45%−2,464−8.6%ReducedView
WMSADVANCED DRAIN SYS INC DELCOM12,731$2.19M0.44%−861−6.3%ReducedView
AOSSMITH A O CORPCOM24,078$2.15M0.43%−273−1.1%ReducedView
IEXIDEX CORPCOM8,773$2.14M0.43%−559−6.0%ReducedView
CQPCHENIERE ENERGY PARTNERS L PCOM UNIT39,230$1.94M0.39%−8,241−17.4%ReducedView
TTEKTETRA TECH INC NEWCOM10,481$1.94M0.39%−75−0.7%ReducedView
CNMCORE & MAIN INCCL A33,438$1.91M0.39%+8,828+35.9%AddedView
STNSTANTEC INCCOM22,360$1.86M0.37%+362+1.6%AddedView
WTRGESSENTIAL UTILS INCCOM49,288$1.83M0.37%−535−1.1%ReducedView
USACUSA COMPRESSION PARTNERS LPCOMUNIT LTDPAR61,160$1.63M0.33%−16,812−21.6%ReducedView
GELGENESIS ENERGY L PUNIT LTD PARTN115,526$1.28M0.26%−31,756−21.6%ReducedView
GLPGLOBAL PARTNERS LPCOM UNITS28,555$1.27M0.26%−7,849−21.6%ReducedView
WTSWATTS WATER TECHNOLOGIES INCCL A5,365$1.14M0.23%−61−1.1%ReducedView
BMIBADGER METER INCCOM5,753$930.89K0.19%−65−1.1%ReducedView
ZWSZURN ELKAY WATER SOLNS CORPCOM27,647$925.35K0.19%−446−1.6%ReducedView
FELEFRANKLIN ELEC INCCOM7,776$830.56K0.17%−89−1.1%ReducedView
CWTCALIFORNIA WTR SVC GROUPCOM11,313$525.83K0.11%−128−1.1%ReducedView
MWAMUELLER WTR PRODS INCCOM SER A30,615$492.6K0.10%−409−1.3%ReducedView
KGSKODIAK GAS SVCS INCCOM16,855$460.82K0.09%−4,633−21.6%ReducedView
CAPLCROSSAMERICA PARTNERS LPUT LTD PTN INT18,900$430.73K0.09%−5,195−21.6%ReducedView
DKLDELEK LOGISTICS PARTNERS LPCOM UNT RP INT9,042$370.63K0.07%−2,485−21.6%ReducedView
HTOH2O AMERICACOM5,696$322.34K0.06%−65−1.1%ReducedView
EEEXCELERATE ENERGY INCCL A COM18,518$296.66K0.06%−5,090−21.6%ReducedView
LNNLINDSAY CORPCOM2,162$254.38K0.05%−21−1.0%ReducedView
ONTONTERRIS INCCOM5,444$213.24K0.04%+5,444NewView
ERIIENERGY RECOVERY INCCOM11,079$174.94K0.04%−104−0.9%ReducedView
WTTRSELECT WATER SOLUTIONS INCCL A COM15,889$146.66K0.03%−180−1.1%ReducedView

Sold out since Q4 2023 (1)

Positions held at the end of Q4 2023 that are no longer in this filing.

TORTOISE INDEX SOLUTIONS, LLC positions sold out since Q4 2023
SecurityClassShares, Q4 2023Value, Q4 2023% of portfolio, Q4 2023
AWRAMER STATES WTR COCOM7,332$589.64K0.11%

13F filings by quarter

TORTOISE INDEX SOLUTIONS, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q1 2024May 10, 202464$496.79Mvs. Q4 2023SEC
Q4 2023Feb 14, 202463$538.06Mvs. Q3 2023SEC
Q3 2023Nov 13, 202365$481.29Mvs. Q2 2023SEC
Q2 2023Aug 14, 202365$490.03Mvs. Q1 2023SEC
Q1 2023May 11, 202366$524.31Mvs. Q4 2022SEC
Q4 2022Feb 13, 202365$572.45Mvs. Q3 2022SEC
Q3 2022Nov 14, 202279$515.28Mvs. Q2 2022SEC
Q2 2022Aug 10, 2022110$530.72Mvs. Q1 2022SEC
Q1 2022May 16, 2022108$554.47Mvs. Q4 2021SEC
Q4 2021Feb 11, 2022111$454.01Mvs. Q3 2021SEC
Q3 2021Nov 4, 2021109$420.94Mvs. Q2 2021SEC
Q2 2021Aug 10, 2021101$477.97Mvs. Q1 2021SEC
Q1 2021May 17, 202188$416.28M–SEC