Tortoise Investment Management’s CME Group CME Stock Holding History

Tortoise Investment Management’s Portfolio CME Stock Details CME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-16	Closed	-$4.32K	–	460
2025 Q3	$4.32K	Sell	16 -1	-6%	-$272	﹤0.01%	723
2025 Q2	$4.69K	Buy	+17	New	+$4.62K	﹤0.01%	667
2023 Q3	–	Sell	-13	Closed	-$2.41K	–	807
2023 Q2	$2.41K	Hold	13	–	–	﹤0.01%	675
2023 Q1	$2.49K	Hold	13	–	–	﹤0.01%	679
2022 Q4	$2.19K	Hold	13	–	–	﹤0.01%	686
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	683
2022 Q2	$3K	Hold	13	–	–	﹤0.01%	640
2022 Q1	$3K	Hold	13	–	–	﹤0.01%	610
2021 Q4	$3K	Hold	13	–	–	﹤0.01%	583
2021 Q3	$3K	Hold	13	–	–	﹤0.01%	562
2021 Q2	$3K	Hold	13	–	–	﹤0.01%	551
2021 Q1	$3K	Hold	13	–	–	﹤0.01%	529
2020 Q4	$2K	Hold	13	–	–	﹤0.01%	508
2020 Q3	$2K	Hold	13	–	–	﹤0.01%	482
2020 Q2	$2K	Sell	13 -29	-69%	-$5.2K	﹤0.01%	458
2020 Q1	$7K	Hold	42	–	–	﹤0.01%	403
2019 Q4	$8K	Buy	42 +13	+45%	+$2.67K	﹤0.01%	435
2019 Q3	$6K	Hold	29	–	–	﹤0.01%	461
2019 Q2	$6K	Hold	29	–	–	﹤0.01%	480
2019 Q1	$5K	Buy	+29	New	+$5.13K	﹤0.01%	479
2014 Q3	–	Sell	-30	Closed	-$2K	–	392
2014 Q2	$2K	Buy	+30	New	+$2.11K	﹤0.01%	378

Other funds holding CME

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Tortoise Investment Management sold out of CME Group (CME) in Q4 2025, closing a stake of 16 shares — an estimated $4.32K sold.

Tortoise Investment Management first reported a position in CME in Q2 2014 and held it in 21 quarters. The position peaked at $8K in Q4 2019. 1,736 funds tracked by Wall St. Rank hold CME as of Q4 2025.

Tortoise Investment Management reported no remaining CME Group position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 16 CME Group shares in Q4 2025, an estimated $4.32K.
Tortoise Investment Management first reported a position in CME Group in Q2 2014 and held it in 21 quarters.
Tortoise Investment Management's CME Group position peaked at $8K in Q4 2019.
1,736 funds tracked by Wall St. Rank held CME Group as of Q4 2025.

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