Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TORTOISE INVESTMENT MANAGEMENT LLC | 02-08-2023 | 12-31-2023 | 814 | 771,001,211 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYS INC | COM | 151 | $540,682 | 10,864 | 0.00 | 0.00 | -8 | -0.07 | 12-31-2023 |
| ISHARES TR | 0-5YR INVT GR CP | 152 | $534,566 | 10,874 | 0.00 | 0.00 | -895 | -7.60 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 153 | $524,823 | 20,847 | 0.00 | 0.00 | 2,863 | 15.92 | 12-31-2023 |
| DNP SELECT INCOME FD INC | COM | 154 | $519,516 | 59,509 | 0.00 | 0.00 | -5,636 | -8.65 | 12-31-2023 |
