Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 35 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| TORTOISE CAPITAL RESOURCES CORP | 25,784.31 | reported | 26 Jul 2011 | tx 9+20,200 |
| TORTOISE ENERGY INFRASTRUCTURE CORP | 18,319.52 | reported | 07 Jun 2023 | tx 59+37,085.52−26.37 |
| TORTOISE ESSENTIAL ASSETS INCOME TERM FUND | 7,403 | reported | 02 Feb 2022 | tx 15+7,403 |
| TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC | 4,150 | reported | 02 Feb 2022 | tx 35+5,450 |
| TORTOISE PIPELINE & ENERGY FUND, INC. | 2,875 | reported | 02 Feb 2022 | tx 35+8,750−102.03 |
| TORTOISE MLP FUND, INC. | 2,260 | reported | 02 Feb 2022 | tx 44+20,862.35−17,437.27 |
| TORTOISE ENERGY INDEPENDENCE FUND, INC. | 1,793 | reported | 02 Feb 2022 | tx 31+8,550 |
| TORTOISE NORTH AMERICAN ENERGY CORP | 0 | reported | 23 Jun 2014 | tx 10+3,667.72−7,605.73 |
| TORTOISE ENERGY CAPITAL CORP | 0 | reported | 23 Jun 2014 | tx 10+1,110.43−20,204.72 |
2 purchases reported after at least 12 months of silence — most recent on 28 Feb 2014.