Tortoise Capital Advisors’s SolarEdge SEDG Stock Holding History

Tortoise Capital Advisors’s Portfolio SEDG Stock Details SEDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-125,008	Closed	-$2.86M	–	72
2024 Q3	$2.86M	Buy	125,008 +25,486	+26%	+$620K	0.04%	68
2024 Q2	$2.51M	Buy	99,522 +23,844	+32%	+$1.24M	0.03%	69
2024 Q1	$5.37M	Sell	75,678 -52,293	-41%	-$3.77M	0.08%	62
2023 Q4	$12M	Buy	127,971 +119,463	+1,404%	+$10.9M	0.18%	50
2023 Q3	$1.1M	Sell	8,508 -1,713	-17%	-$329K	0.02%	75
2023 Q2	$2.75M	Buy	10,221 +3,646	+55%	+$1.05M	0.04%	72
2023 Q1	$2M	Buy	6,575 +1,696	+35%	+$517K	0.03%	76
2022 Q4	$1.38M	Buy	4,879 +1,062	+28%	+$282K	0.02%	79
2022 Q3	$883K	Buy	3,817 +1,481	+63%	+$437K	0.01%	88
2022 Q2	$640K	Buy	2,336 +2,334	+116,700%	+$638K	0.01%	98
2022 Q1	$1K	Hold	2	–	–	﹤0.01%	143
2021 Q4	$1K	Hold	2	–	–	﹤0.01%	136
2021 Q3	$1K	Hold	2	–	–	﹤0.01%	159
2021 Q2	$1K	Buy	+2	New	+$504	﹤0.01%	145

Other funds holding SEDG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Tortoise Capital Advisors's SEDG Position: Q4 2024 in Review

Tortoise Capital Advisors sold out of SolarEdge (SEDG) in Q4 2024, closing a stake of 125,008 shares — an estimated $2.86M sold.

Tortoise Capital Advisors first reported a position in SEDG in Q2 2021 and held it in 14 quarters. The position peaked at $12M in Q4 2023. 280 funds tracked by Wall St. Rank hold SEDG as of Q4 2024.

Tortoise Capital Advisors reported no remaining SolarEdge position as of Q4 2024 after selling out during the quarter.
Tortoise Capital Advisors sold 125,008 SolarEdge shares in Q4 2024, an estimated $2.86M.
Tortoise Capital Advisors first reported a position in SolarEdge in Q2 2021 and held it in 14 quarters.
Tortoise Capital Advisors's SolarEdge position peaked at $12M in Q4 2023.
280 funds tracked by Wall St. Rank held SolarEdge as of Q4 2024.

Based on Tortoise Capital Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.