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Tortoise Investment Management’s Casey's General Stores CASY Stock Holding History

Tortoise Investment Management’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10
Closed -$5.65K – 416
2025
Q3 		$5.65K Buy
10
+3
+43% +$1.57K ﹤0.01% 681
2025
Q2 		$3.57K Buy
7
+2
+40% +$922 ﹤0.01% 694
2025
Q1 		$2.17K Hold
5
– – ﹤0.01% 702
2024
Q4 		$1.98K Hold
5
– – ﹤0.01% 761
2024
Q3 		$1.88K Hold
5
– – ﹤0.01% 773
2024
Q2 		$1.91K Hold
5
– – ﹤0.01% 785
2024
Q1 		$1.59K Buy
+5
New +$1.46K ﹤0.01% 791

Other funds holding CASY

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

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

Tortoise Investment Management sold out of Casey's General Stores (CASY) in Q4 2025, closing a stake of 10 shares — an estimated $5.65K sold.

Tortoise Investment Management first reported a position in CASY in Q1 2024 and held it in 7 quarters. The position peaked at $5.65K in Q3 2025. 865 funds tracked by Wall St. Rank hold CASY as of Q4 2025.

  • Tortoise Investment Management reported no remaining Casey's General Stores position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 10 Casey's General Stores shares in Q4 2025, an estimated $5.65K.
  • Tortoise Investment Management first reported a position in Casey's General Stores in Q1 2024 and held it in 7 quarters.
  • Tortoise Investment Management's Casey's General Stores position peaked at $5.65K in Q3 2025.
  • 865 funds tracked by Wall St. Rank held Casey's General Stores as of Q4 2025.

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