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Tortoise Investment Management’s Northeast Bank NBN Stock Holding History

Tortoise Investment Management’s Portfolio NBN Stock Details NBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$100 – 996
2025
Q3 		$100 Buy
+1
New +$102 ﹤0.01% 1387

Other funds holding NBN

EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

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

Tortoise Investment Management sold out of Northeast Bank (NBN) in Q4 2025, closing a stake of 1 share — an estimated $100 sold.

Tortoise Investment Management first reported a position in NBN in Q3 2025 and held it in 1 quarter. The position peaked at $100 in Q3 2025. 146 funds tracked by Wall St. Rank hold NBN as of Q4 2025.

  • Tortoise Investment Management reported no remaining Northeast Bank position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 Northeast Bank share in Q4 2025, an estimated $100.
  • Tortoise Investment Management first reported a position in Northeast Bank in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Northeast Bank position peaked at $100 in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Northeast Bank as of Q4 2025.

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