updated
67 results Total investment of current selection: $ 187 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Chevron Corporation | Ancora Holdings | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 46 M | $ 46 M | |||||
| 2 | EOG Resources Inc | Ancora Holdings | investment | United States | United States | North America | North America | $ 43 M | $ 43 M | ||||||
| 3 | MDU Resources Group Inc | Ancora Holdings | investment | United States | United States | North America | North America | WBI Energy Transmission Inc, Montana-Dakota Utilities Co | $ 17 M | $ 17 M | |||||
| 4 | Vistra Corp | Ancora Holdings | investment | United States | United States | North America | North America | Vistra Finance Corp, Luminant Mining Co LLC | $ 10 M | $ 10 M | |||||
| 5 | Blackstone Inc | Ancora Holdings | investment | United States | United States | North America | North America | Magnolia Power LLC | $ 10 M | $ 10 M | |||||
| 6 | Exxon Mobil Corporation | Ancora Holdings | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 9 M | $ 9 M | |||||
| 7 | Chesapeake Energy Corporation | Ancora Holdings | investment | United States | United States | North America | North America | $ 7 M | $ 7 M | ||||||
| 8 | Enterprise Products Partners LP | Ancora Holdings | investment | United States | United States | North America | North America | SPOT Terminal Services LLC | $ 5 M | $ 5 M | |||||
| 9 | CSX Corp | Ancora Holdings | investment | United States | United States | North America | North America | $ 5 M | $ 5 M | ||||||
| 10 | NextEra Energy Inc | Ancora Holdings | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 4 M | $ <1 M | $ 5 M | ||||
| 11 | ConocoPhillips | Ancora Holdings | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 3 M | $ <1 M | $ 3 M | ||||
| 12 | Coterra Energy Inc | Ancora Holdings | investment | United States | United States | North America | North America | $ 2 M | $ 2 M | ||||||
| 13 | Enbridge Inc | Ancora Holdings | investment | United States | Canada | North America | North America | Enbridge Gas Inc, Alliance Pipeline LP, Rio Bravo Pipeline Company LLC, East Tennessee Natural Gas LLC, Westcoast Connector Gas Transmission Ltd | $ 2 M | $ 2 M | |||||
| 14 | Marathon Petroleum Corporation | Ancora Holdings | investment | United States | United States | North America | North America | MPLX LP | $ 2 M | $ 2 M | |||||
| 15 | NorthWestern Corp | Ancora Holdings | investment | United States | United States | North America | North America | $ 2 M | $ 2 M | ||||||
| 16 | VAALCO Energy Inc | Ancora Holdings | investment | United States | United States | North America | North America | $ 2 M | $ 2 M | ||||||
| 17 | Riverstone Holdings LLC | Ancora Holdings | investment | United States | United States | North America | North America | TalenEnergy Montour LLC, Talen Energy Corporation, SAPPHIRE POWER FINANCE LLC | $ 2 M | $ 2 M | |||||
| 18 | Air Products and Chemicals Inc | Ancora Holdings | investment | United States | United States | North America | North America | Jazan Integrated Gasification and Power Company | $ 2 M | $ 2 M | |||||
| 19 | Duke Energy Corporation | Ancora Holdings | investment | United States | United States | North America | North America | Duke Capital Finance Trust I, Duke Capital Finance Trust II, Duke Energy Capital Trust II, Duke Energy Florida LLC, Duke Energy Florida Project Finance LLC, Duke Energy Indiana Inc, Duke Energy Kentucky Inc, Duke Energy Ohio Inc, Duke Energy Progress LLC, PROGRESS CAPITAL HOLDINGS INC, Progress Energy Inc, Duke Energy Carolinas LLC | $ <1 M | $ <1 M | $ 2 M | ||||
| 20 | The Southern Company | Ancora Holdings | investment | United States | United States | North America | North America | Alabama Power Capital Trust III, Alabama Power Capital Trust I, Alabama Power Capital Trust II, Alabama Power Co, Georgia Power Capital LP, Georgia Power Capital Trust, Georgia Power Capital Trust II, Georgia Power Capital Trust III, Georgia Power Capital Trust V, Georgia Power Capital Trust VI, Georgia Power Capital Trust VII, Georgia Power Co, Mississippi Power Capital Trust II, Mississippi Power Co, Southern Co Capital Funding Inc, Southern Co Capital Trust I, Southern Co Capital Trust II, Southern Co Capital Trust III, Southern Co Capital Trust IV, Southern Co Capital Trust V, Southern Co Capital Trust VI, Alabama Power Capital Trust V, Southern Co Gas Capital Corp | $ <1 M | $ <1 M | $ 2 M | ||||
| 21 | Unit Corporation | Ancora Holdings | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | ||||||
| 22 | American Electric Power Company Inc (AEP) | Ancora Holdings | investment | United States | United States | North America | North America | Appalachian Power Co, CSW CREDIT INC, Indiana Michigan Power Co, Kentucky Power Co, Ohio Power Co, Southwestern Electric Power Co, SWEPCO Capital I, SWEPCo Capital Trust I, Wheeling Power Co, Public Service Co of Oklahoma, AEP Generating Co | $ <1 M | $ <1 M | $ 1 M | ||||
| 23 | ALLETE Inc | Ancora Holdings | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | ||||||
| 24 | Dominion Energy Inc | Ancora Holdings | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ <1 M | $ <1 M | $ 1 M | ||||
| 25 | National Fuel Gas Company | Ancora Holdings | investment | United States | United States | North America | North America | $ <1 M | $ <1 M |
Remarks
Financial data is drawn from the commercial database Refinitiv (now known as LSEG Data & Analytics). For a selection of pension and sovereign wealth funds, data was collected from the fund disclosures and SEC filings in individual cases. The data was retrieved in May 2024, but filings can be older than that and might have changed since. This might especially be the case if an investor introduced a fossil fuel policy in the meantime. We acknowledge that shares and bonds of some Russian companies can't be traded on all markets anymore and were written off some investors’ portfolios.
This report is meant for information purposes only and not as a source of any specific investment recommendation. Nothing herein shall constitute or be construed as a recommendation, endorsement, or sponsorship of any company or fund. You should determine on your own whether you agree with the content of this information and data provided.
For more information read our detailed Methodology!