Tortoise Energy Evolution Fund A Class
TOPTX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Managed Portfolio Series
- IPO Date
- Jan 2, 2019
- CIK
- 0001511699
- Similar Companies
- Business
- Tortoise Energy Evolution Fund A Class (TOPTX) is a mutual fund managed by Tortoise Capital Advisors, L.L.C., that seeks total return through a combination of capital appreciation and current income by investing primarily in equity securities of domestic and international energy companies, with a focus on the energy evolution sector; this includes midstream energy infrastructure companies involved in the transport, storage, and processing of energy commodities such as natural gas, natural gas liquids, crude oil, refined products, and water; renewable energy infrastructure operators and equipment providers; technology companies enabling energy evolution; and carbon capture companies. The fund's portfolio emphasizes companies benefiting from the transition to cleaner energy sources, including those in solar, wind, battery storage, hydrogen, and electrification, while maintaining exposure to traditional energy infrastructure. It operates globally, with investments across North America, Europe, and emerging markets in the energy sector, and is headquartered in Leawood, Kansas, where Tortoise Capital Advisors was founded in 2002. Tortoise Capital Advisors offers additional investment products through the Tortoise family of funds, including closed-end funds such as the Tortoise Energy Infrastructure Fund (TYG), Tortoise Midstream Energy Fund (NTG), and Tortoise North American Pipeline Fund (TPZ); exchange-traded funds like the Tortoise North American Pipeline Fund (TPYP); and separately managed accounts targeting energy infrastructure and innovation strategies for institutional and high-net-worth investors. The firm serves a diverse client base, including mutual funds, ETFs, retirement plans, endowments, and individual investors focused on sustainable energy transition themes. As of late 2025, the fund maintains its core strategy without major portfolio shifts reported in the past year. In recent developments within the last 1-2 years, Tortoise Capital Advisors has expanded its energy evolution focus through strategic enhancements to its investment platform, including increased allocations to electrification and carbon management technologies amid rising demand for sustainable infrastructure; the firm also launched updates to its proprietary Tortoise Intelligence data platform to better track energy transition metrics. No significant acquisitions, funding rounds, or name changes have occurred, though the advisor continues to emphasize ESG-integrated strategies in response to regulatory and market shifts toward net-zero goals. These efforts position TOPTX to capture growth in the evolving global energy landscape.