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Tortoise Investment Management’s Acuity Brands AYI Stock Holding History

Tortoise Investment Management’s Portfolio AYI Stock Details AYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7
Closed -$2.41K – 348
2025
Q3 		$2.41K Buy
7
+1
+17% +$319 ﹤0.01% 840
2025
Q2 		$1.79K Buy
+6
New +$1.55K ﹤0.01% 827

Other funds holding AYI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tortoise Investment Management's AYI Position: Q4 2025 in Review

Tortoise Investment Management sold out of Acuity Brands (AYI) in Q4 2025, closing a stake of 7 shares — an estimated $2.41K sold.

Tortoise Investment Management first reported a position in AYI in Q2 2025 and held it in 2 quarters. The position peaked at $2.41K in Q3 2025. 616 funds tracked by Wall St. Rank hold AYI as of Q4 2025.

  • Tortoise Investment Management reported no remaining Acuity Brands position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 7 Acuity Brands shares in Q4 2025, an estimated $2.41K.
  • Tortoise Investment Management first reported a position in Acuity Brands in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Acuity Brands position peaked at $2.41K in Q3 2025.
  • 616 funds tracked by Wall St. Rank held Acuity Brands as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.