updated
28 results Total investment of current selection: $ 350 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Southwestern Energy Company | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 193 M | $ 193 M | ||||||
| 2 | Coterra Energy Inc | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 125 M | $ 125 M | ||||||
| 3 | ONEOK Inc | Disciplined Growth Investors | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 2 M | $ 2 M | |||||
| 4 | Dow Inc | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 2 M | $ 2 M | ||||||
| 5 | WEC Energy Group Inc | Disciplined Growth Investors | investment | United States | United States | North America | North America | WE Power LLC, Wisconsin Public Service Corp, Wisconsin Electric Power Co, Elm Road Generating Station Supercritical LLC | $ 2 M | $ 2 M | |||||
| 6 | American Electric Power Company Inc (AEP) | Disciplined Growth Investors | 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 | |||||
| 7 | Marathon Petroleum Corporation | Disciplined Growth Investors | investment | United States | United States | North America | North America | MPLX LP | $ 1 M | $ 1 M | |||||
| 8 | The Southern Company | Disciplined Growth Investors | 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 | |||||
| 9 | Xcel Energy Inc | Disciplined Growth Investors | investment | United States | United States | North America | North America | Northern States Power Co, Public Service Company of Colorado, Southwestern Public Service Capital I, Southwestern Public Service Company | $ 1 M | $ 1 M | |||||
| 10 | Ameren Corp | Disciplined Growth Investors | investment | United States | United States | North America | North America | Union Electric Co | $ 1 M | $ 1 M | |||||
| 11 | Black Hills Corp | Disciplined Growth Investors | investment | United States | United States | North America | North America | Wyodak Resources Development Corp | $ 1 M | $ 1 M | |||||
| 12 | Pinnacle West Capital Corp | Disciplined Growth Investors | investment | United States | United States | North America | North America | Arizona Public Service Co | $ 1 M | $ 1 M | |||||
| 13 | Duke Energy Corporation | Disciplined Growth Investors | 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 | |||||
| 14 | NextEra Energy Inc | Disciplined Growth Investors | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 1 M | $ 1 M | |||||
| 15 | NiSource Inc | Disciplined Growth Investors | 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 | $ 1 M | |||||
| 16 | CMS Energy Corp | Disciplined Growth Investors | 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 | $ 1 M | $ 1 M | |||||
| 17 | Canadian Natural Resources Ltd (CNRL) | Disciplined Growth Investors | investment | United States | Canada | North America | North America | $ 1 M | $ 1 M | ||||||
| 18 | BP plc | Disciplined Growth Investors | investment | United States | United Kingdom | North America | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 1 M | $ 1 M | |||||
| 19 | Enbridge Inc | Disciplined Growth Investors | 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 | $ 1 M | $ 1 M | |||||
| 20 | CenterPoint Energy Inc | Disciplined Growth Investors | investment | United States | United States | North America | North America | Vectren LLC, Houston Industries Financeco LP, Vectren Capital Corp, Southern Indiana Gas and Electric Company | $ 1 M | $ 1 M | |||||
| 21 | TC Energy Corporation | Disciplined Growth Investors | investment | United States | Canada | North America | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ 1 M | $ 1 M | |||||
| 22 | CSX Corp | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | ||||||
| 23 | The Dow Chemical Company | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | ||||||
| 24 | ConocoPhillips | Disciplined Growth Investors | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 1 M | $ 1 M | |||||
| 25 | Kinder Morgan Inc | Disciplined Growth Investors | 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 | $ 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!