Tortoise Essential Energy Fund
Shareclass
Tortoise Essential Energy Fund (TPZ)
Type
Exchange-traded fund
Investments in major fossil fuel companies
Evergy Inc
Top 50 coal-fired power$3.1 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Carbon Underground 200
No direct stock holdings
Coal industry
Coal miners, coal services, owners of coal reserves
2
holdings
$8.77M
invested
5.38%
of portfolio
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
17
holdings
$101.74M
invested
62%
of portfolio
Utility sector
Top 50 coal-fired utilities
Macroclimate 50
1
holdings
$3.1M
invested
1.9%
of portfolio
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
12
holdings
$49.27M
invested
30%
of portfolio
When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
22 holdings
22 holdings
- 1. Energy Transfer LP
$10.2M6.26% - 2. Williams Companies Inc$8.28M5.08%
- 3. TC Energy Corp$8.28M5.08%
- 4. MPLX LP Partnership Units$8.13M4.99%
- 5. Enbridge Inc$8.08M4.96%
See all
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Tortoise Essential Energy Fund TPZ
Environment
Social
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Financial performance
Performance data provided by
Find more financial data on TPZ at Morningstar.com
Find more financial data on TPZ at Morningstar.comRecent blog posts
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