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Tortoise Investment Management, LLC: AVEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tortoise Investment Management, LLC on AVEE, newest first. How the timeline and the estimate are built.

Tortoise Investment Management, LLC held 184,695 AVEE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,695 shares
    Change vs previous 13F +3,989 shares

    0.95% of the 13F portfolio, value $12,803,899.

    13F-HR 0001599511-26-000003 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 180,706 shares
    Change vs previous 13F +167,691 shares

    0.95% of the 13F portfolio, value $11,462,186.

    13F-HR 0001599511-26-000002 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,015 shares
    Change vs previous 13F +4,109 shares

    0.07% of the 13F portfolio, value $812,266.

    13F-HR 0001599511-26-000001 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 8,906 shares
    Change vs previous 13F +1,650 shares

    0.05% of the 13F portfolio, value $571,070.

    13F-HR 0001580642-25-007255 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,256 shares
    Change vs previous 13F +2,212 shares

    0.04% of the 13F portfolio, value $437,174.

    13F-HR 0001580642-25-005011 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 5,044 shares
    Change vs previous 13F +2,177 shares

    0.03% of the 13F portfolio, value $264,916.

    13F-HR/A 0001599511-25-000014 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 2,867 shares
    Change vs previous 13F +1,772 shares

    0.02% of the 13F portfolio, value $152,822.

    13F-HR/A 0001599511-25-000013 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 1,095 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $64,441.

    13F-HR/A 0001599511-25-000012 filed by Tortoise Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).