Tortoise Capital Advisors’s South Bow Corp SOBO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$33.3M	Sell	943,552 -16,532	-2%	-$582K	0.34%	39
2026 Q1	$32M	Buy	960,084 +17,993	+2%	+$546K	0.33%	36
2025 Q4	$25.9M	Sell	942,091 -737	-0.1%	-$20K	0.33%	35
2025 Q3	$26.7M	Buy	942,828 +11,281	+1%	+$307K	0.34%	34
2025 Q2	$24.1M	Sell	931,547 -273,767	-23%	-$6.96M	0.31%	29
2025 Q1	$30.8M	Buy	1,205,314 +9,422	+0.8%	+$236K	0.37%	27
2024 Q4	$28.2M	Buy	+1,195,892	New	+$29.3M	0.36%	27

Other funds holding SOBO

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tortoise Capital Advisors's SOBO Position: Q2 2026 in Review

Tortoise Capital Advisors reduced its South Bow Corp (SOBO) stake by 1.7% in Q2 2026, selling an estimated $582K and leaving 943,552 shares worth $33.3M. The position accounts for 0.34% of the portfolio, ranked #39.

Tortoise Capital Advisors first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

Tortoise Capital Advisors held 943,552 shares of South Bow Corp worth $33.3M as of Q2 2026.
Tortoise Capital Advisors sold 16,532 South Bow Corp shares in Q2 2026, an estimated $582K.
South Bow Corp made up 0.34% of Tortoise Capital Advisors's portfolio in Q2 2026, its #39 holding.
Tortoise Capital Advisors first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

Based on Tortoise Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.