updated
115 results Total investment of current selection: $ 4,406 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | General Electric Company | Baird | investment | United States | United States | North America | North America | Shady Hills Energy Center LLC | $ 289 M | $ <1 M | $ 289 M | ||||
| 2 | Glencore plc | Baird | 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 | $ 268 M | $ 268 M | |||||
| 3 | Chevron Corporation | Baird | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 254 M | $ <1 M | $ 255 M | ||||
| 4 | TC Energy Corporation | Baird | investment | United States | Canada | North America | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ 247 M | $ 247 M | |||||
| 5 | Enel SpA | Baird | 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 | $ 226 M | $ 226 M | |||||
| 6 | Eni SpA | Baird | investment | United States | Italy | North America | Europe (EU) | Vaar Energi ASA, Eni Finance International SA | $ 216 M | $ 216 M | |||||
| 7 | Marathon Petroleum Corporation | Baird | investment | United States | United States | North America | North America | MPLX LP | $ 18 M | $ 189 M | $ 207 M | ||||
| 8 | ArcelorMittal SA | Baird | investment | United States | Luxembourg | North America | Europe (EU) | $ 186 M | $ 186 M | ||||||
| 9 | Exxon Mobil Corporation | Baird | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 152 M | $ 19 M | $ 171 M | ||||
| 10 | Woodside Energy Group Ltd | Baird | investment | United States | Australia | North America | Oceania | Woodside Finance Ltd | $ 150 M | $ 150 M | |||||
| 11 | Occidental Petroleum Corporation | Baird | investment | United States | United States | North America | North America | Anadarko Petroleum Corp, Anadarko Finance Co | $ 20 M | $ 111 M | $ 130 M | ||||
| 12 | Duke Energy Corporation | Baird | 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 | $ 55 M | $ 61 M | $ 116 M | ||||
| 13 | DTE Energy Co | Baird | investment | United States | United States | North America | North America | DTE CAPITAL CORP, DTE Electric Co | $ 2 M | $ 110 M | $ 113 M | ||||
| 14 | Kinder Morgan Inc | Baird | 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 | $ 11 M | $ 96 M | $ 107 M | ||||
| 15 | NextEra Energy Inc | Baird | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 86 M | $ 14 M | $ 100 M | ||||
| 16 | The Southern Company | Baird | 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 | $ 24 M | $ 69 M | $ 93 M | ||||
| 17 | Diamondback Energy Inc | Baird | investment | United States | United States | North America | North America | $ 88 M | $ <1 M | $ 88 M | |||||
| 18 | NiSource Inc | Baird | investment | United States | United States | North America | North America | NIPSCO CAPITAL MARKETS INC, NISOURCE CAPITAL MARKETS INC, NiSource Finance Corp, Northern Indiana Public Service Co LLC | $ <1 M | $ 74 M | $ 75 M | ||||
| 19 | EOG Resources Inc | Baird | investment | United States | United States | North America | North America | $ 72 M | $ <1 M | $ 73 M | |||||
| 20 | Berkshire Hathaway Energy Company | Baird | 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 | $ 66 M | $ 66 M | |||||
| 21 | Santos Ltd | Baird | investment | United States | Australia | North America | Oceania | Santos Finance Ltd | $ 62 M | $ 62 M | |||||
| 22 | The Williams Companies Inc | Baird | investment | United States | United States | North America | North America | Transcontinental Gas Pipe Line Company LLC | $ 15 M | $ 45 M | $ 61 M | ||||
| 23 | Air Products and Chemicals Inc | Baird | investment | United States | United States | North America | North America | Jazan Integrated Gasification and Power Company | $ 41 M | $ 18 M | $ 58 M | ||||
| 24 | EQT Corporation | Baird | investment | United States | United States | North America | North America | $ <1 M | $ 57 M | $ 58 M | |||||
| 25 | ConocoPhillips | Baird | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 56 M | $ 1 M | $ 57 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!