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
2015 Q4	–	Sell	-4,000	Closed	-$1K	–	414
2015 Q3	$1K	Sell	4,000 -2,500	-38%	-$238K	﹤0.01%	385
2015 Q2	$4K	Sell	6,500 -1,000	-13%	-$93.3K	﹤0.01%	368
2015 Q1	$11K	Buy	7,500 +5,300	+241%	+$491K	﹤0.01%	286
2014 Q4	$6K	Buy	+2,200	New	+$186K	﹤0.01%	352

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 $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B 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. 1,732 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.
1,732 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.