Tortoise Investment Management’s Steel Dynamics STLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-115	Closed	-$16K	–	1279
2025 Q3	$16K	Buy	115 +9	+8%	+$1.18K	﹤0.01%	555
2025 Q2	$13.6K	Buy	106 +6	+6%	+$766	﹤0.01%	563
2025 Q1	$12.5K	Hold	100	–	–	﹤0.01%	558
2024 Q4	$11.4K	Hold	100	–	–	﹤0.01%	613
2024 Q3	$12.6K	Hold	100	–	–	﹤0.01%	612
2024 Q2	$12.9K	Hold	100	–	–	﹤0.01%	600
2024 Q1	$14.8K	Hold	100	–	–	﹤0.01%	566
2023 Q4	$11.8K	Hold	100	–	–	﹤0.01%	551
2023 Q3	$10.7K	Hold	100	–	–	﹤0.01%	549
2023 Q2	$10.9K	Hold	100	–	–	﹤0.01%	543
2023 Q1	$11.3K	Hold	100	–	–	﹤0.01%	529
2022 Q4	$9.77K	Hold	100	–	–	﹤0.01%	543
2022 Q3	$7K	Hold	100	–	–	﹤0.01%	577
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	562
2022 Q1	$8K	Buy	+100	New	+$6.75K	﹤0.01%	526
2014 Q3	–	Sell	-73	Closed	-$1K	–	421
2014 Q2	$1K	Hold	73	–	–	﹤0.01%	408
2014 Q1	$1K	Hold	73	–	–	﹤0.01%	340
2013 Q4	$1K	Hold	73	–	–	﹤0.01%	327
2013 Q3	$1K	Hold	73	–	–	﹤0.01%	343
2013 Q2	$1K	Buy	+73	New	+$1.09K	﹤0.01%	368

Other funds holding STLD

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LCIP

Life Cycle Investment Partners London $21.4B AUM

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

Tortoise Investment Management sold out of Steel Dynamics (STLD) in Q4 2025, closing a stake of 115 shares — an estimated $16K sold.

Tortoise Investment Management first reported a position in STLD in Q2 2013 and held it in 20 quarters. The position peaked at $16K in Q3 2025. 913 funds tracked by Wall St. Rank hold STLD as of Q4 2025.

Tortoise Investment Management reported no remaining Steel Dynamics position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 115 Steel Dynamics shares in Q4 2025, an estimated $16K.
Tortoise Investment Management first reported a position in Steel Dynamics in Q2 2013 and held it in 20 quarters.
Tortoise Investment Management's Steel Dynamics position peaked at $16K in Q3 2025.
913 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2025.

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