TCA
FRMI

Tortoise Capital Advisors’s Fermi Inc FRMI Stock Holding History

Tortoise Capital Advisors’s Portfolio FRMI Stock Details FRMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.3M Buy
2,280,837
+1,196,863
+110% +$10.5M 0.14% 48
2025
Q4 		$8.67M Buy
+1,083,974
New +$21.1M 0.11% 46

Other funds holding FRMI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return

Tortoise Capital Advisors's FRMI Position: Q1 2026 in Review

Tortoise Capital Advisors increased its Fermi Inc (FRMI) stake by 110% in Q1 2026, buying an estimated $10.5M and bringing the position to 2,280,837 shares worth $13.3M. The position accounts for 0.14% of the portfolio, ranked #48.

Tortoise Capital Advisors first reported a position in FRMI in Q4 2025 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold FRMI as of Q1 2026.

  • Tortoise Capital Advisors held 2,280,837 shares of Fermi Inc worth $13.3M as of Q1 2026.
  • Tortoise Capital Advisors bought 1,196,863 Fermi Inc shares in Q1 2026, an estimated $10.5M.
  • Fermi Inc made up 0.14% of Tortoise Capital Advisors's portfolio in Q1 2026, its #48 holding.
  • Tortoise Capital Advisors first reported a position in Fermi Inc in Q4 2025 and has held it in 2 quarters since.
  • 211 funds tracked by Wall St. Rank held Fermi Inc as of Q1 2026.

Based on Tortoise Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.