# EDGAR Filing Document

**Accession Number:** 0001650373
**File Stem:** 0001280965-23-000002
**Filing Date:** 2023-2
**Character Count:** 10399
**Document Hash:** e5be92899206bb7ede94813e485b0a73
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001280965-23-000002.hdr.sgml**: 20230213

**ACCESSION NUMBER**: 0001280965-23-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230213

**DATE AS OF CHANGE**: 20230213

**EFFECTIVENESS DATE**: 20230213

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Tortoise Index Solutions, LLC
- **CENTRAL INDEX KEY:** 0001650373
- **IRS NUMBER:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16980
- **FILM NUMBER:** 23617247

**BUSINESS ADDRESS:**
- **STREET 1:** 6363 COLLEGE BOULEVARD
- **STREET 2:** SUITE 100A
- **CITY:** OVERLAND PARK
- **STATE:** KS
- **ZIP:** 66211
- **BUSINESS PHONE:** 913-981-1020

**MAIL ADDRESS:**
- **STREET 1:** 6363 COLLEGE BOULEVARD
- **STREET 2:** SUITE 100A
- **CITY:** OVERLAND PARK
- **STATE:** KS
- **ZIP:** 66211

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TIS Advisors
- **DATE OF NAME CHANGE:** 20201013

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TORTOISE INDEX SOLUTIONS, LLC
- **DATE OF NAME CHANGE:** 20150807

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** TORTOISE INDEX SOLUTIONS LLC<br>**Address:** 6363 COLLEGE BOULEVARD<br>SUITE 100A<br>OVERLAND PARK, KS 66211

**Form 13F File Number:** 028-16980

**SEC File Number (if applicable):** 801-96272

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** DIANE BONO<br>**Title:** MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER<br>**Phone:** 913-981-1020

**Signature, Place, and Date of Signing:**

DIANE BONO  OVERLAND PARK, KS  02-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 65

**Form 13F Information Table Value Total:** $572450342

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| A O SMITH | cs | 831865209 |  | 2253482 | 39369 | SH |  | SOLE |  | 39369 | 0 | 0 |
| Advanced Drainage Systems Inc | cs | 00790R104 |  | 1624318 | 19816 | SH |  | SOLE |  | 19816 | 0 | 0 |
| AMERICAN WTR WKS CO | cs | 030420103 |  | 4336197 | 28449 | SH |  | SOLE |  | 28449 | 0 | 0 |
| Antero Midstream Corporation | cs | 03676B102 |  | 7854915 | 727981 | SH |  | SOLE |  | 727981 | 0 | 0 |
| Archrock Inc. | cs | 03957W106 |  | 2611995 | 290868 | SH |  | SOLE |  | 290868 | 0 | 0 |
| Atmos Energy Corp | cs | 049560105 |  | 113536 | 198365 | SH |  | SOLE |  | 198365 | 0 | 0 |
| Badger Meter Inc. | cs | 056525108 |  | 22230766 | 9040 | SH |  | SOLE |  | 9040 | 0 | 0 |
| Cheniere Energy Inc. | cs | 16411R208 |  | 985631 | 244431 | SH |  | SOLE |  | 244431 | 0 | 0 |
| Cheniere Energy Partners LP | lp | 16411Q101 |  | 36654878 | 44276 | SH |  | SOLE |  | 44276 | 0 | 0 |
| Chesapeake Utilities Corporation | cs | 165303108 |  | 2517976 | 38560 | SH |  | SOLE |  | 38560 | 0 | 0 |
| Core  Main Inc | cs | 21874C102 |  | 320912 | 22304 | SH |  | SOLE |  | 22304 | 0 | 0 |
| Crestwood Equity Partners LP | lp | 226344208 |  | 430690 | 94183 | SH |  | SOLE |  | 94183 | 0 | 0 |
| CrossAmerica Partners LP | lp | 22758A105 |  | 2466653 | 22075 | SH |  | SOLE |  | 22075 | 0 | 0 |
| DCP Midstream LP | lp | 23311P100 |  | 437747 | 110608 | SH |  | SOLE |  | 110608 | 0 | 0 |
| Delek Logistics Partners LP | lp | 24664T103 |  | 4290484 | 10485 | SH |  | SOLE |  | 10485 | 0 | 0 |
| DT Midstream Inc | cs | 23345M107 |  | 474446 | 116728 | SH |  | SOLE |  | 116728 | 0 | 0 |
| Ecolab Inc. | cs | 278865100 |  | 6450389 | 29567 | SH |  | SOLE |  | 29567 | 0 | 0 |
| Enbridge Inc | cs | 29250N105 |  | 4303773 | 1112296 | SH |  | SOLE |  | 1112296 | 0 | 0 |
| Energy Recovery Inc | cs | 29270J100 |  | 43490773 | 17231 | SH |  | SOLE |  | 17231 | 0 | 0 |
| Energy Transfer LP | lp | 29273V100 |  | 353063 | 1955500 | SH |  | SOLE |  | 1955500 | 0 | 0 |
| Enlink Midstream LLC | lp | 29336T100 |  | 23211785 | 535260 | SH |  | SOLE |  | 535260 | 0 | 0 |
| Enterprise Products Partners L.P. | lp | 293792107 |  | 6583698 | 976111 | SH |  | SOLE |  | 976111 | 0 | 0 |
| Equitrans Midstream Corporation | cs | 294600101 |  | 23543797 | 940636 | SH |  | SOLE |  | 940636 | 0 | 0 |
| Essential Utilities Inc | cs | 29670G102 |  | 6302261 | 48521 | SH |  | SOLE |  | 48521 | 0 | 0 |
| Evoqua Water Technologies Corp | cs | 30057T105 |  | 2315907 | 37523 | SH |  | SOLE |  | 37523 | 0 | 0 |
| Excelerate Energy Inc. | cs | 30069T101 |  | 1485911 | 21063 | SH |  | SOLE |  | 21063 | 0 | 0 |
| Franklin Electric Co Inc | cs | 353514102 |  | 4473943 | 12011 | SH |  | SOLE |  | 12011 | 0 | 0 |
| Genesis Energy L.P. | lp | 371927104 |  | 3617000 | 135612 | SH |  | SOLE |  | 135612 | 0 | 0 |
| Global Partners LP | lp | 37946R109 |  | 5556421 | 33498 | SH |  | SOLE |  | 33498 | 0 | 0 |
| Hess Midstream LP | cs | 428103105 |  | 1164726 | 53466 | SH |  | SOLE |  | 53466 | 0 | 0 |
| Holly Energy Partners L.P. | lp | 435763107 |  | 1599703 | 55319 | SH |  | SOLE |  | 55319 | 0 | 0 |
| IDEX Corporation | cs | 45167R104 |  | 1002380 | 16157 | SH |  | SOLE |  | 16157 | 0 | 0 |
| Kinder Morgan Inc | cs | 49456B101 |  | 10498276 | 2369589 | SH |  | SOLE |  | 2369589 | 0 | 0 |
| Kinetik Holdings Inc | cs | 02215L209 |  | 42842169 | 45385 | SH |  | SOLE |  | 45385 | 0 | 0 |
| Lindsay Corporation | cs | 535555106 |  | 1372906 | 3391 | SH |  | SOLE |  | 3391 | 0 | 0 |
| Magellan Midstream Partners LP | lp | 559080106 |  | 1372428 | 247206 | SH |  | SOLE |  | 247206 | 0 | 0 |
| Montrose Environmental Group | cs | 615111101 |  | 12412213 | 8434 | SH |  | SOLE |  | 8434 | 0 | 0 |
| MPLX LP | lp | 55336V100 |  | 374385 | 435661 | SH |  | SOLE |  | 435661 | 0 | 0 |
| National Fuel Gas Co | cs | 636180101 |  | 14307107 | 198825 | SH |  | SOLE |  | 198825 | 0 | 0 |
| New Fortress Energy Inc. | cs | 644393100 |  | 12585623 | 104364 | SH |  | SOLE |  | 104364 | 0 | 0 |
| New Jersey Resources Corporation | cs | 646025106 |  | 4427121 | 209149 | SH |  | SOLE |  | 209149 | 0 | 0 |
| Nisource Inc | cs | 65473P105 |  | 10377973 | 841706 | SH |  | SOLE |  | 841706 | 0 | 0 |
| Northwest Natural Holding Co. | cs | 66765N105 |  | 23079579 | 76287 | SH |  | SOLE |  | 76287 | 0 | 0 |
| NuStar Energy L.P. | lp | 67058H102 |  | 3630498 | 119386 | SH |  | SOLE |  | 119386 | 0 | 0 |
| ONE Gas Inc. | cs | 68235P108 |  | 1910176 | 117674 | SH |  | SOLE |  | 117674 | 0 | 0 |
| ONEOK Inc | cs | 682680103 |  | 8910275 | 535435 | SH |  | SOLE |  | 535435 | 0 | 0 |
| Pembina Pipeline Corp | cs | 706327103 |  | 35178080 | 679047 | SH |  | SOLE |  | 679047 | 0 | 0 |
| PENTAIR INC | cs | G7S00T104 |  | 865603 | 50795 | SH |  | SOLE |  | 50795 | 0 | 0 |
| Plains All American Pipeline | lp | 726503105 |  | 2284759 | 539116 | SH |  | SOLE |  | 539116 | 0 | 0 |
| Plains GP Holdings L.P. | cs | 72651A207 |  | 6340004 | 234359 | SH |  | SOLE |  | 234359 | 0 | 0 |
| Select Energy Services Inc. | cs | 81617J301 |  | 928913 | 23334 | SH |  | SOLE |  | 23334 | 0 | 0 |
| Sjw Corp | cs | 784305104 |  | 2247694 | 8222 | SH |  | SOLE |  | 8222 | 0 | 0 |
| South Jersey Industries Inc. | cs | 838518108 |  | 667544 | 266174 | SH |  | SOLE |  | 266174 | 0 | 0 |
| Southwest Gas Corporation | cs | 844895102 |  | 9457162 | 134109 | SH |  | SOLE |  | 134109 | 0 | 0 |
| Spire Inc | cs | 84857L101 |  | 8298665 | 114092 | SH |  | SOLE |  | 114092 | 0 | 0 |
| Sunoco LP | lp | 86765K109 |  | 7856375 | 66687 | SH |  | SOLE |  | 66687 | 0 | 0 |
| Targa Resources Corp. | cs | 87612G101 |  | 2874210 | 339653 | SH |  | SOLE |  | 339653 | 0 | 0 |
| TC Energy Corp. | cs | 87807B107 |  | 24964496 | 1027017 | SH |  | SOLE |  | 1027017 | 0 | 0 |
| Tetra Tech Inc. | cs | 88162G103 |  | 40936898 | 15321 | SH |  | SOLE |  | 15321 | 0 | 0 |
| USA Compression Partners LP | lp | 90290N109 |  | 1210294 | 61971 | SH |  | SOLE |  | 61971 | 0 | 0 |
| Watts Water Technologies Inc. | cs | 942749102 |  | 1233304 | 8434 | SH |  | SOLE |  | 8434 | 0 | 0 |
| Western Midstream Partners LP | lp | 958669103 |  | 6235832 | 232247 | SH |  | SOLE |  | 232247 | 0 | 0 |
| WILLIAMS COS INC | cs | 969457100 |  | 42492719 | 1291572 | SH |  | SOLE |  | 1291572 | 0 | 0 |
| Xylem Inc. | cs | 98419M100 |  | 4264795 | 38571 | SH |  | SOLE |  | 38571 | 0 | 0 |
| Zurn Elkay Water Solutions Corporation | cs | 98983L108 |  | 952110 | 45017 | SH |  | SOLE |  | 45017 | 0 | 0 |

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