SEC 13F Intelligence

Tortoise Index Solutions, LLC / ET

Tortoise Index Solutions, LLC’s Energy Transfer L P Position

Does Tortoise Index Solutions, LLC own Energy Transfer L P (ET)? Yes1.24M shares worth $19M (+3.92% of its 13F portfolio) as of Q1 2024, down from 1.57M shares the prior filed quarter.

Position Value
$19M
Q1 2024
Shares
1.24M
% of Portfolio
+3.92%
Quarters Held
22
currently held

Position History ET

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $15MQ2 ’19: $14MQ3 ’19: $13MQ3 ’19Q4 ’19: $20MQ1 ’20: $8MQ2 ’20: $11MQ2 ’20Q3 ’20: $10MQ4 ’20: $15MQ1 ’21: $15MQ1 ’21Q2 ’21: $20MQ3 ’21: $16MQ4 ’21: $17MQ4 ’21Q1 ’22: $23MQ2 ’22: $20MQ3 ’22: $22MQ3 ’22Q4 ’22: $353,063Q1 ’23: $20MQ2 ’23: $19MQ2 ’23Q3 ’23: $20MQ4 ’23: $22MQ1 ’24: $19MQ1 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20241.24M$19M+3.92%
Q4 20231.57M$22M+4.02%
Q3 20231.41M$20M+4.10%
Q2 20231.52M$19M+3.93%
Q1 20231.60M$20M+3.81%
Q4 20221.96M$353,063+0.06%
Q3 20221.97M$22M+4.22%
Q2 20221.97M$20M+3.71%
Q1 20222.06M$23M+4.15%
Q4 20212.03M$17M+3.68%
Q3 20211.72M$16M+3.92%
Q2 20211.88M$20M+4.17%
Q1 20212.00M$15M+3.69%
Q4 20202.38M$15M+4.15%
Q3 20201.93M$10M+4.01%
Q2 20201.51M$11M+3.74%
Q1 20201.66M$8M+3.12%
Q4 20191.55M$20M+4.30%
Q3 2019960.9K$13M+3.79%
Q2 20191.02M$14M+4.25%
Q1 20191.01M$15M+4.61%
Q4 2018859.4K$11M+4.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tortoise Index Solutions, LLC’s full portfolio or all institutional holders of ET.