Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 20 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 | 25,967.79 | reported | 15 Dec 2022 | tx 31+44,127.56−12,770.34 |
| TORTOISE POWER & ENERGY INFRASTRUCTURE FUND INC | 10,093 | reported | 29 Dec 2022 | tx 7+9,400−1.14 |
| TORTOISE ENERGY INFRASTRUCTURE CORP | 6,448.49 | reported | 09 Jan 2024 | tx 25+8,545.28 |
| TORTOISE PIPELINE & ENERGY FUND, INC. | 2,711.16 | reported | 09 Jan 2024 | tx 12+3,903.04 |
| TORTOISE MLP FUND, INC. | 2,193.12 | reported | 09 Jan 2024 | tx 20+5,675.34−1,692 |
| TORTOISE ENERGY INDEPENDENCE FUND, INC. | 2,179.64 | reported | 09 Jan 2024 | tx 13+6,600 |
| TORTOISE ESSENTIAL ASSETS INCOME TERM FUND | 1,692.7 | reported | 28 Feb 2023 | tx 4+1,600 |
| TORTOISE NORTH AMERICAN ENERGY CORP | 0 | reported | 23 Jun 2014 | tx 6+1,367−2,748.29 |
| TORTOISE ENERGY CAPITAL CORP | 0 | reported | 23 Jun 2014 | tx 5+1,067.88−2,241.66 |
5 purchases reported after at least 12 months of silence — most recent on 29 Nov 2017.