Investing in Energy: Analysis of Q3 and Q4 2022 13F Holdings by Tortoise Index Solutions

By investing in energy solutions, investors can help transition from non-renewable to renewable energy sources. Tortoise Index Solutions, LLC, is one of the leading firms involving in investing in energy stocks. In this article, we carry out a comparison of Tortoise Index Solutions Q3 and Q4 2022 13F holdings. The results provide insights into the holdings' changes and the factors influencing the firms' decisions.

Energy Recovery Inc (ERII)

Energy Recovery Inc ranks highest in terms of its holding's value in Q4 2022, recording an impressive value of $43,490 compared to the previous quarter's $293, reflecting an increase of 14743.3%.

Kinetik Holdings Inc (KNTK)

Tortoise Index Solutions also increased its holdings in Kinetik Holdings Inc in Q4 2022, recording 45,385 compared to the previous quarters of 42,157.

WILLIAMS COS INC (WMB)

WILLIAMS COS INC comprised the most significant holdings by shares in Q4 2022, recording an impressive 1,291,572 shares compared to Q3's 1,271,293.

Tetra Tech, Inc (TTEK)

TTEK realized a decline in holdings from 17,585 in Q3 2022 to 15,321 in Q4 2022. However, the value of the holdings increased by 1711.4%.

Cheniere Energy Partner LP (CQP)

CQP witnessed an increase in holdings from 34,679 shares in Q3 2022 to 44,276 shares in Q4 2022, along with the value, which increased by 1881.3%.

Pembina Pipeline Corp (PPL.TO)

The holdings for Pembina Pipeline Corp increased from 652,389 in Q3 2022 to 679,047 in the Q4, with an impressive value of $35,178, reflecting a 77.5% increase.

TC Energy Corp. (TRP.TO)

Tortoise Index Solutions invested heavily in TC Energy Corp with the firm's holdings recording 1,027,017 shares in Q4 2022 compared to Q3's 883,596.

Enlink Midstream, LLC (ENLC)

Despite a slight decline in holdings from 539,382 in Q3 2022 to 535,260 in Q4, the value of holdings increased significantly from $4,795 to $23,211, reflecting a 384.1% increase.

Other Companies

Other companies that experienced impressive increases in holdings' value include Badger Meter, Inc. (BMI) with an increase of 2210.9% and Ecolab Inc. (ECL) with an increase of 68%. Some firms recorded a decline in holdings, with the worst drop being recorded by Enterprise Products Partners L.P. (EPD), with holdings decreasing by 78.2%.

Conclusion

Tortoise Index Solutions, LLC, offers insights into the trends in the energy market, particularly movements in energy stocks. Although their Q3 and Q4 2022 13F holdings analysis presents mixed results, we can see a significant shift towards renewable energy. The increase in companies like Kinetik Holdings Inc, which is focused on producing cleaner and more efficient batteries, supports this shift. Such developments present viable investment options for firms like Tortoise Index Solutions, LLC, and other investors looking to capitalize on the energy market's shift.