Tortoise Index Solutions, LLC Top Holdings and 13F Report (2023) → Trump’s Gift Could Unleash $51 Billion in New Wealth (From Wealthpin Pro) (Ad) About Tortoise Index Solutions, LLCInvestment ActivityTortoise Index Solutions, LLC has $496.79 million in total holdings as of June 30, 2023.Tortoise Index Solutions, LLC owns shares of 64 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 0.91% of the portfolio was purchased this quarter.About 17.62% of the portfolio was sold this quarter.This quarter, Tortoise Index Solutions, LLC has purchased 63 new stocks and bought additional shares in 5 stocks.Tortoise Index Solutions, LLC sold shares of 57 stocks and completely divested from 1 stock this quarter.Largest Holdings Williams Companies $37,517,471ONEOK $36,337,854Enbridge $36,302,252TC Energy $35,308,946Cheniere Energy Inc. $34,867,607 Largest New Holdings this Quarter Veralto Corp $2,726,118 HoldingMontrose Environmental Group $213,241 Holding Largest Purchases this Quarter Veralto Corp 30,748 shares (about $2.73M)Kinetik 14,179 shares (about $565.32K)Core & Main 8,828 shares (about $505.40K)Cheniere Energy Inc. 2,866 shares (about $462.23K)Montrose Environmental Group 5,444 shares (about $213.24K) Largest Sales this Quarter ONEOK 125,198 shares (about $10.04M)Targa Resources 66,837 shares (about $7.49M)TC Energy 166,432 shares (about $6.69M)Williams Companies 142,379 shares (about $5.55M)Kinder Morgan 295,538 shares (about $5.42M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTortoise Index Solutions, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWMBWilliams Companies$37,517,471$5,548,510 ▼-12.9%962,7277.6%Oils/EnergyOKEONEOK$36,337,854$10,037,124 ▼-21.6%453,2607.3%Oils/EnergyENBEnbridge$36,302,252$4,792,692 ▼-11.7%1,003,3797.3%Oils/EnergyTRPTC Energy$35,308,946$6,690,566 ▼-15.9%878,3327.1%Oils/EnergyCheniere Energy Inc.$34,867,607$462,228 ▲1.3%216,1937.0%csKMIKinder Morgan$32,914,211$5,420,167 ▼-14.1%1,794,6686.6%Oils/EnergyTRGPTarga Resources$20,141,290$7,485,076 ▼-27.1%179,8494.1%Oils/EnergyEPDEnterprise Products Partners$19,546,953$3,669,268 ▼-15.8%669,8753.9%Oils/EnergyETEnergy Transfer$19,474,558$5,175,013 ▼-21.0%1,238,0523.9%Oils/EnergyATOAtmos Energy$19,354,057$2,531,931 ▼-11.6%162,8173.9%UtilitiesNINiSource$19,136,350$3,417,144 ▼-15.2%691,8423.9%UtilitiesPBAPembina Pipeline$18,841,278$3,564,885 ▼-15.9%533,6723.8%Oils/EnergyMPLXMplx$15,102,239$4,151,387 ▼-21.6%363,3843.0%Oils/EnergyETRNEquitrans Midstream$9,055,924$1,621,239 ▼-15.2%725,0541.8%Oils/EnergyPAAPlains All American Pipeline$8,297,012$2,280,710 ▼-21.6%472,4951.7%Oils/EnergyNFGNational Fuel Gas$8,282,227$1,450,010 ▼-14.9%154,1741.7%UtilitiesAMAntero Midstream$8,013,933$1,434,696 ▼-15.2%569,9811.6%Oils/EnergySWXSouthwest Gas$7,654,034$1,369,959 ▼-15.2%100,5391.5%UtilitiesNJRNew Jersey Resources$7,059,124$1,200,922 ▼-14.5%164,5101.4%UtilitiesWESWestern Midstream Partners$6,995,351$1,922,935 ▼-21.6%196,7751.4%Oils/EnergyDTMDT Midstream$6,144,033$1,683,305 ▼-21.5%100,5571.2%Oils/EnergyOGSONE Gas$5,988,449$1,072,102 ▼-15.2%92,8011.2%UtilitiesSRSpire$5,646,838$722,755 ▼-11.3%92,0131.1%UtilitiesENLCEnLink Midstream$5,422,664$970,800 ▼-15.2%397,5561.1%Oils/EnergyAROCArchrock$4,520,579$809,283 ▼-15.2%229,8210.9%Oils/EnergyECLEcolab$4,028,281$315,178 ▼-7.3%17,4460.8%Basic MaterialsCPKChesapeake Utilities$3,992,633$592,403 ▼-12.9%37,2100.8%UtilitiesXYLXylem$3,989,122$371,436 ▼-8.5%30,8660.8%Industrial ProductsPAGPPlains GP$3,717,160$1,021,799 ▼-21.6%203,6800.7%Oils/EnergySUNSunoco$3,468,785$953,486 ▼-21.6%57,5350.7%Oils/EnergyNFENew Fortress Energy$3,358,690$601,277 ▼-15.2%109,7970.7%Oils/EnergyAWKAmerican Water Works$3,336,333$39,596 ▲1.2%27,3000.7%UtilitiesHESMHess Midstream$2,992,323$272,782 ▼-8.4%82,8210.6%Oils/EnergyNSNuStar Energy$2,734,132$751,574 ▼-21.6%117,4960.6%Oils/EnergyVeralto Corp$2,726,118$2,726,118 ▲New Holding30,7480.5%csKNTKKinetik$2,323,863$565,317 ▲32.1%58,2860.5%Oils/EnergyNWNNorthwest Natural$2,290,779$410,127 ▼-15.2%61,5470.5%UtilitiesPNRPentair$2,244,680$210,524 ▼-8.6%26,2720.5%Industrial ProductsWMSAdvanced Drainage Systems$2,192,787$148,299 ▼-6.3%12,7310.4%ConstructionAOSA. O. Smith$2,154,018$24,423 ▼-1.1%24,0780.4%Industrial ProductsIEXIDEX$2,140,787$136,407 ▼-6.0%8,7730.4%Industrial ProductsCheniere Energy Partners LP$1,937,570$407,023 ▼-17.4%39,2300.4%lpTTEKTetra Tech$1,935,946$13,853 ▼-0.7%10,4810.4%Industrial ProductsCNMCore & Main$1,914,326$505,403 ▲35.9%33,4380.4%Business ServicesSTNStantec$1,856,894$30,062 ▲1.6%22,3600.4%Business ServicesWTRGEssential Utilities$1,826,120$19,822 ▼-1.1%49,2880.4%UtilitiesUSACUSA Compression Partners$1,631,137$448,376 ▼-21.6%61,1600.3%Oils/EnergyGELGenesis Energy$1,284,649$353,127 ▼-21.6%115,5260.3%Oils/EnergyGLPGlobal Partners$1,267,271$348,339 ▼-21.6%28,5550.3%Oils/EnergyWTSWatts Water Technologies$1,140,331$12,966 ▼-1.1%5,3650.2%Computer and TechnologyBMIBadger Meter$930,893$10,518 ▼-1.1%5,7530.2%Computer and TechnologyZWSZurn Elkay Water Solutions$925,345$14,928 ▼-1.6%27,6470.2%Industrial ProductsFELEFranklin Electric$830,555$9,506 ▼-1.1%7,7760.2%Industrial ProductsCWTCalifornia Water Service Group$525,828$5,949 ▼-1.1%11,3130.1%UtilitiesMWAMueller Water Products$492,595$6,581 ▼-1.3%30,6150.1%Industrial ProductsKGSKodiak Gas Services$460,816$126,666 ▼-21.6%16,8550.1%Oils/EnergyCAPLCrossAmerica Partners$430,731$118,394 ▼-21.6%18,9000.1%Oils/EnergyDKLDelek Logistics Partners$370,632$101,860 ▼-21.6%9,0420.1%Oils/EnergySJWSJW Group$322,337$3,678 ▼-1.1%5,6960.1%UtilitiesEEExcelerate Energy$296,658$81,542 ▼-21.6%18,5180.1%Oils/EnergyLNNLindsay$254,381$2,471 ▼-1.0%2,1620.1%Industrial ProductsMEGMontrose Environmental Group$213,241$213,241 ▲New Holding5,4440.0%Business ServicesERIIEnergy Recovery$174,937$1,642 ▼-0.9%11,0790.0%Industrial ProductsWTTRSelect Water Solutions$146,655$1,661 ▼-1.1%15,8890.0%Business ServicesAWRAmerican States Water$0$589,639 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. 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