updated
14 results Total investment of current selection: $ 395 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Carlyle Group Inc | Ariel Investments | investment | United States | United States | North America | North America | Carlyle Finance LLC, Carlyle Holdings Finance LLC | $ 260 M | $ 260 M | |||||
| 2 | KKR & Co Inc | Ariel Investments | investment | United States | United States | North America | North America | KKR Financial Clo 2013 1 LTD, Kkr Group Finance Co VI Llc | $ 52 M | $ 52 M | |||||
| 3 | Enel SpA | Ariel Investments | investment | United States | Italy | North America | Europe (EU) | Endesa SA, Nuove Energie SRL, Enel Finance International NV, Enel Investment Holding BV, Endesa Financiación Filiales SA, Enel Finance America LLC | $ 11 M | $ 11 M | |||||
| 4 | MDU Resources Group Inc | Ariel Investments | investment | United States | United States | North America | North America | WBI Energy Transmission Inc, Montana-Dakota Utilities Co | $ 9 M | $ 9 M | |||||
| 5 | SM Energy Company | Ariel Investments | investment | United States | United States | North America | North America | $ 9 M | $ 9 M | ||||||
| 6 | CLP Holdings Ltd | Ariel Investments | investment | United States | China (Hong Kong) | North America | East Asia | EnergyAustralia Tallawarra Pty Ltd, Castle Peak Power Co Ltd, Castle Peak Power Finance Co Ltd, EnergyAustralia Finance Pty Ltd, CLP Power Hong Kong Financing Ltd, Apraava Energy Pvt Ltd, EnergyAustralia Pty Ltd, CLP Power Hong Kong Ltd | $ 9 M | $ 9 M | |||||
| 7 | Siemens AG | Ariel Investments | investment | United States | Germany | North America | Europe (EU) | $ 8 M | $ 8 M | ||||||
| 8 | Matador Resources Company | Ariel Investments | investment | United States | United States | North America | North America | $ 7 M | $ 7 M | ||||||
| 9 | APA Corporation | Ariel Investments | investment | United States | United States | North America | North America | $ 7 M | $ 7 M | ||||||
| 10 | Snam SpA | Ariel Investments | investment | United States | Italy | North America | Europe (EU) | Ravenna LNG Terminal SRL, Enura SpA | $ 6 M | $ 6 M | |||||
| 11 | Chevron Corporation | Ariel Investments | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 5 M | $ 5 M | |||||
| 12 | Barrick Gold Corporation | Ariel Investments | investment | United States | Canada | North America | North America | Barrick (PD) Australia Finance Pty Ltd | $ 5 M | $ 5 M | |||||
| 13 | ALLETE Inc | Ariel Investments | investment | United States | United States | North America | North America | $ 4 M | $ 4 M | ||||||
| 14 | Portland General Electric Co | Ariel Investments | investment | United States | United States | North America | North America | $ 3 M | $ 3 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!