Tortoise Investment Management’s SPX Corp SPXC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-61	Closed	-$11.4K	–	1268
2025 Q3	$11.4K	Buy	61 +1	+2%	+$185	﹤0.01%	595
2025 Q2	$10.1K	Buy	60 +2	+3%	+$293	﹤0.01%	604
2025 Q1	$7.47K	Hold	58	–	–	﹤0.01%	608
2024 Q4	$8.44K	Hold	58	–	–	﹤0.01%	648
2024 Q3	$9.25K	Hold	58	–	–	﹤0.01%	647
2024 Q2	$8.24K	Hold	58	–	–	﹤0.01%	657
2024 Q1	$7.14K	Hold	58	–	–	﹤0.01%	660
2023 Q4	$5.86K	Hold	58	–	–	﹤0.01%	626
2023 Q3	$4.72K	Hold	58	–	–	﹤0.01%	625
2023 Q2	$4.93K	Hold	58	–	–	﹤0.01%	621
2023 Q1	$4.09K	Hold	58	–	–	﹤0.01%	630
2022 Q4	$3.81K	Hold	58	–	–	﹤0.01%	634
2022 Q3	$3K	Hold	58	–	–	﹤0.01%	660
2022 Q2	$3K	Hold	58	–	–	﹤0.01%	660
2022 Q1	$3K	Hold	58	–	–	﹤0.01%	624
2021 Q4	$3K	Hold	58	–	–	﹤0.01%	597
2021 Q3	$3K	Hold	58	–	–	﹤0.01%	578
2021 Q2	$4K	Hold	58	–	–	﹤0.01%	541
2021 Q1	$3K	Hold	58	–	–	﹤0.01%	539
2020 Q4	$3K	Hold	58	–	–	﹤0.01%	500
2020 Q3	$3K	Hold	58	–	–	﹤0.01%	476
2020 Q2	$2K	Hold	58	–	–	﹤0.01%	472
2020 Q1	$2K	Hold	58	–	–	﹤0.01%	493
2019 Q4	$3K	Hold	58	–	–	﹤0.01%	519
2019 Q3	$2K	Hold	58	–	–	﹤0.01%	548
2019 Q2	$2K	Hold	58	–	–	﹤0.01%	576
2019 Q1	$2K	Buy	+58	New	+$1.89K	﹤0.01%	569

Other funds holding SPXC

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Tortoise Investment Management sold out of SPX Corp (SPXC) in Q4 2025, closing a stake of 61 shares — an estimated $11.4K sold.

Tortoise Investment Management first reported a position in SPXC in Q1 2019 and held it in 27 quarters. The position peaked at $11.4K in Q3 2025. 468 funds tracked by Wall St. Rank hold SPXC as of Q4 2025.

Tortoise Investment Management reported no remaining SPX Corp position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 61 SPX Corp shares in Q4 2025, an estimated $11.4K.
Tortoise Investment Management first reported a position in SPX Corp in Q1 2019 and held it in 27 quarters.
Tortoise Investment Management's SPX Corp position peaked at $11.4K in Q3 2025.
468 funds tracked by Wall St. Rank held SPX Corp as of Q4 2025.

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