updated
132 results Total investment of current selection: $ 2,165 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CSX Corp | Aristotle Pacific Capital | investment | United States | United States | North America | North America | $ 70 M | $ 70 M | ||||||
| 2 | Duke Energy Corporation | Aristotle Pacific Capital | 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 | $ 69 M | $ 69 M | |||||
| 3 | The Southern Company | Aristotle Pacific Capital | 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 | $ 68 M | $ 68 M | |||||
| 4 | Exxon Mobil Corporation | Aristotle Pacific Capital | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 66 M | $ 66 M | |||||
| 5 | Alliant Energy Corp | Aristotle Pacific Capital | investment | United States | United States | North America | North America | Alliant Energy Finance LLC, Interstate Power and Light Co, Wisconsin Power and Light Co | $ 66 M | $ 66 M | |||||
| 6 | Kinder Morgan Inc | Aristotle Pacific Capital | investment | United States | United States | North America | North America | El Paso Energy Capital Trust I, Coastal Finance I, Colorado Interstate Gas Company LLC, El Paso Natural Gas Co LLC, Tennessee Gas Pipeline Company LLC, Gulf LNG Liquefaction Company LLC | $ 65 M | $ 65 M | |||||
| 7 | Marathon Petroleum Corporation | Aristotle Pacific Capital | investment | United States | United States | North America | North America | MPLX LP | $ 63 M | $ 63 M | |||||
| 8 | TC Energy Corporation | Aristotle Pacific Capital | investment | United States | Canada | North America | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ 58 M | $ 58 M | |||||
| 9 | Shell plc | Aristotle Pacific Capital | investment | United States | United Kingdom | North America | Europe (non EU) | Shell Finance Netherlands BV, Shell Finance Switzerland AG, Shell Treasury Centre East Pte Ltd, Shell Treasury Centre Ltd, Shell Treasury Luxembourg SARL, Shell International Finance BV | $ 55 M | $ 55 M | |||||
| 10 | Berkshire Hathaway Energy Company | Aristotle Pacific Capital | investment | United States | United States | North America | North America | Bridger Coal Co, MidAmerican Energy Co, MidAmerican Funding LLC, PacifiCorp Capital Corp, PacifiCorp Capital I, PacifiCorp Capital II, PacifiCorp Financial Services Inc, Sierra Pacific Power Co, PacifiCorp | $ 49 M | $ 49 M | |||||
| 11 | Fortis Inc | Aristotle Pacific Capital | investment | United States | Canada | North America | North America | UNS Energy Corp, Tucson Electric Power Co | $ 48 M | $ 48 M | |||||
| 12 | ConocoPhillips | Aristotle Pacific Capital | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 46 M | $ 46 M | |||||
| 13 | Sempra Energy | Aristotle Pacific Capital | investment | United States | United States | North America | North America | Southern California Gas Co, Infraestructura Energetica Nova SAPI de CV, Port Arthur LNG Phase II LLC, ECA Liquefaction S de RL de CV, Energia Costa Azul S de RL de CV, Vista Pacifico LNG SAPI de CV | $ 45 M | $ 45 M | |||||
| 14 | Burlington Northern Santa Fe LLC | Aristotle Pacific Capital | investment | United States | United States | North America | North America | BNSF Railway Co | $ 42 M | $ 42 M | |||||
| 15 | ONEOK Inc | Aristotle Pacific Capital | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 41 M | $ 41 M | |||||
| 16 | GreenSaif Pipelines Bidco Sarl | Aristotle Pacific Capital | investment | United States | Luxembourg | North America | Europe (EU) | $ 40 M | $ 40 M | ||||||
| 17 | CMS Energy Corp | Aristotle Pacific Capital | investment | United States | United States | North America | North America | Consumers Energy Co Finance II, Consumers Energy Co Finance IV, Consumers Energy Co, Consumers Power Co Financing I, Consumers Energy Co Finance III | $ 40 M | $ 40 M | |||||
| 18 | American Electric Power Company Inc (AEP) | Aristotle Pacific Capital | 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 | $ 39 M | $ 39 M | |||||
| 19 | Adani Group | Aristotle Pacific Capital | investment | United States | India | North America | South Asia | Adani Australia Pty Ltd, Adani Enterprises Ltd, Adani Ports and Special Economic Zone Ltd, Adani Power Ltd, Adani Energy Solutions Ltd, North Queensland Export Terminal Pty Ltd, PT Adani Global, Bravus Mining and Resources, Pench Thermal Energy (MP) Ltd, Adani Power Dahej Ltd, Adani Power (Jharkhand) Ltd, Karaikal Port Pvt Ltd, Adani Krishnapatnam Port Ltd, Mahan Energen Ltd, Bowen Rail Co Pty Ltd, Stratatech Mineral Resources Pvt Ltd, Adani Electricity Mumbai Ltd, NQXT Capital Pty Ltd, Adani Rugby Run Finance Pty Ltd, Mahanadi Mines and Minerals Pvt Ltd, CG Natural Resources Pvt Ltd, MP Natural Resources Pvt Ltd, Anuppur Thermal Energy (MP) Pvt Ltd, Katni Thermal Energy (MP) Ltd, Mirzapur Thermal Energy (UP) Pvt Ltd, Adani Infra (India) Ltd, Kalinga Alumina Ltd, Ambuja Cements Ltd | $ 38 M | $ 38 M | |||||
| 20 | Ameren Corp | Aristotle Pacific Capital | investment | United States | United States | North America | North America | Union Electric Co | $ 31 M | $ 31 M | |||||
| 21 | El Paso Electric Company | Aristotle Pacific Capital | investment | United States | United States | North America | North America | $ 31 M | $ 31 M | ||||||
| 22 | Glencore plc | Aristotle Pacific Capital | investment | United States | Switzerland | North America | Europe (non EU) | CMC - Coal Marketing Co Ltd, Goedgevonden Joint Venture, Carbones del Cerrejon Ltd, Bulga Coal Management Pty Ltd, Glencore Finance (Europe) Ltd, Glencore Funding LLC, Liddell Coal Operations Pty Ltd, Mt Owen Pty Ltd, Ravensworth Operations Pty Ltd, Ulan Coal Mines Ltd, Glencore Group Funding Ltd, Glencore Finance (Bermuda) Ltd, Glencore Queensland Ltd, Glencore Capital Finance DAC, Finges Investment BV, Glencore (Schweiz) AG, Glencore Australia Investment Holdings Pty Ltd, Glencore Operations Australia Pty Ltd, Glencore Investment Pty Ltd, Oakbridge Pty Ltd, Rolleston Coal Holdings Pty Ltd, Mangoola Coal Operations Pty Ltd, NC Coal Co Pty Ltd, Wandoan Holdings Pty Ltd, Saxonvale Coal Pty Ltd, Enex Oakbridge Pty Ltd | $ 31 M | $ 31 M | |||||
| 23 | OGE Energy Corp | Aristotle Pacific Capital | investment | United States | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 30 M | $ 30 M | |||||
| 24 | IDACORP Inc | Aristotle Pacific Capital | investment | United States | United States | North America | North America | Idaho Power Co, Idaho Energy Resources Co | $ 30 M | $ 30 M | |||||
| 25 | Eni SpA | Aristotle Pacific Capital | investment | United States | Italy | North America | Europe (EU) | Vaar Energi ASA, Eni Finance International SA | $ 29 M | $ 29 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!