# Portfolio overlap — TPZ vs FSUTX

Comparing **Tortoise Essential Energy Fund** (2026-02-28) and **Select Utilities Portfolio** (2026-02-28).

- Shared positions: 12
- Tortoise Essential Energy Fund covered by Select Utilities Portfolio: 0.4524940031241871976295198648
- Select Utilities Portfolio covered by Tortoise Essential Energy Fund: 0.4524940031241871976295198646

## Tortoise Essential Energy Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| CONSTELLATION ENERGY CORP | 0.068797 | ✓ |
| MLP | 0.067508 |  |
| ENTERGY CORP | 0.054877 | ✓ |
| WILLIAMS COS INC | 0.053951 |  |
| NRG ENERGY INC | 0.052527 | ✓ |
| VISTRA CORP | 0.052019 | ✓ |
| EVERGY INC | 0.050184 | ✓ |
| CLEARWAY ENERGY INC CL C | 0.049590 |  |
| TC ENERGY CORP | 0.048570 |  |
| MPLX LP PARTNERSHIP SHARES | 0.045406 |  |
| XCEL ENERGY INC | 0.037871 | ✓ |
| CENTERPOINT ENERGY INC | 0.035343 | ✓ |
| DT MIDSTREAM INC | 0.034452 |  |
| ONEOK INC | 0.032045 |  |
| SEMPRA ENERGY | 0.031189 | ✓ |
| NEXTERA ENERGY INC | 0.030585 | ✓ |
| SOUTHERN CO | 0.030107 | ✓ |
| Enterprise Products Partners LP | 0.029848 |  |
| WEC ENERGY GROUP INC | 0.029536 |  |
| NISOURCE INC | 0.027715 | ✓ |
| DTE ENERGY CO | 0.023396 |  |
| ENBRIDGE INC | 0.021338 |  |
| CMS ENERGY CORP | 0.020342 |  |
| FRST AM-GV OB-X | 0.013153 |  |
| WESTERN MIDSTREAM PARTNERS LP MLP | 0.013007 |  |
| TALEN ENERGY CORP | 0.010839 | ✓ |
| HESS MIDSTREAM LP - CLASS A COMMON STOCK | 0.010809 |  |
| ROCKPOINT GAS STORAGE INC COMMON STOCK NPV | 0.010395 |  |
| CORE SCIENTIFIC INC | 0.007325 |  |
| FERMI INC | 0.007278 |  |

## Select Utilities Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NEXTERA ENERGY INC | 0.134664 | ✓ |
| CONSTELLATION ENERGY CORP | 0.082528 | ✓ |
| NRG ENERGY INC | 0.072696 | ✓ |
| DUKE ENERGY CORP NEW | 0.065230 |  |
| SEMPRA ENERGY | 0.057462 | ✓ |
| VISTRA CORP | 0.054376 | ✓ |
| ENTERGY CORP | 0.048225 | ✓ |
| EXELON CORP | 0.046273 |  |
| XCEL ENERGY INC | 0.044187 | ✓ |
| PG&E CORP | 0.037468 |  |
| AMERICAN ELECTRIC POWER CO INC | 0.037117 |  |
| AMEREN CORP | 0.036482 |  |
| CENTERPOINT ENERGY INC | 0.035706 | ✓ |
| PPL CORPORATION | 0.031773 |  |
| EVERGY INC | 0.030068 | ✓ |
| NISOURCE INC | 0.029134 | ✓ |
| SOUTHERN CO | 0.027316 | ✓ |
| ALLIANT ENERGY CORPORATION | 0.017892 |  |
| Fidelity Cash Central Fund | 0.013268 |  |
| Fidelity Securities Lending Cash Central Fund | 0.012129 |  |
| NEXTRACKER INC CL A | 0.011771 |  |
| TALEN ENERGY CORP | 0.011114 | ✓ |
| ECHOSTAR CORP CL A | 0.009169 |  |
| GE VERNOVA LLC | 0.008971 |  |
| MASTEC INC | 0.008784 |  |
| UGI CORP NEW | 0.008379 |  |
| QUANTA SVCS INC | 0.007828 |  |
| SIEMENS ENERGY AG | 0.006588 |  |
| AES CORP | 0.003985 |  |
| CATERPILLAR INC | 0.003958 |  |
| BLOOM ENERGY CORP CL A | 0.002013 |  |
| CENTURI HOLDINGS INC | 0.001623 |  |
| CAMECO CORP | 0.001325 |  |
| OKLO INC | 0.000500 |  |


## Sources

- N-PORT (fund A) — accession `0000894189-26-013444` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/2034406/000089418926013444/0000894189-26-013444-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002668` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/320351/000003540226002668/0000035402-26-002668-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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