Envestnet

(USA)



Total value of assets invested/managed by Envestnet: $ 8,419 M in 102 companies

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102 results  Total investment of current selection: $ 8,419 M


# Name Name Name Type HQ Country of HQ Country of HQ Sectors subsidiaries Shares $M Bonds $M Total $M
1 Chevron Corporation Envestnet investment USA USA North America North America Chevron Corporation, Texaco Capital Inc, Texaco Capital LLC 907 M 907 M
2 Exxon Mobil Corporation Envestnet investment USA USA North America North America Exxon Mobil Corporation, Imperial Oil Ltd 839 M 839 M
3 GE Vernova Inc Envestnet investment USA USA North America North America GE Vernova Inc, Wolf Summit Energy LLC 489 M 489 M
4 American Electric Power Company Inc (AEP) Envestnet investment USA USA North America North America AEP Credit Inc, AEP Generating Co, American Electric Power Company Inc (AEP), Appalachian Power Co, Indiana Michigan Power Co, Kentucky Power Co, Ohio Power Co, Public Service Co of Oklahoma, Southwestern Electric Power Company, Wheeling Power Co 442 M 442 M
5 WEC Energy Group Inc Envestnet investment USA USA North America North America Elm Road Generating Station Supercritical LLC, Wec Capital Trust I, WEC Energy Group Inc, Wisconsin Electric Power Company, Wisconsin Public Service Corporation 354 M 354 M
6 Duke Energy Corporation Envestnet investment USA USA North America North America Duke Capital Financing Trust I, Duke Capital Financing Trust II, Duke Energy Capital Trust II, Duke Energy Carolinas LLC, Duke Energy Corporation, Duke Energy Florida LLC, Duke Energy Florida Project Finance LLC, Duke Energy Indiana LLC, Duke Energy Kentucky Inc, Duke Energy Ohio Inc, Duke Energy Progress LLC, Duke Energy Progress NC Storm Funding LLC, PROGRESS CAPITAL HOLDINGS INC, Progress Energy Inc 348 M 348 M
7 The Williams Companies Inc Envestnet investment USA USA North America North America The Williams Companies Inc 335 M 335 M
8 ConocoPhillips Envestnet investment USA USA North America North America Conoco Funding Co, ConocoPhillips, Polar Tankers Inc 302 M 302 M
9 EOG Resources Inc Envestnet investment USA USA North America North America EOG Resources Inc 264 M 264 M
10 The Southern Company Envestnet investment USA USA North America North America Alabama Power Capital Trust I, Alabama Power Capital Trust II, Alabama Power Capital Trust III, Alabama Power Capital Trust V, 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, 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, Southern Company Gas Capital Corporation, The Southern Company 227 M 227 M
11 Enbridge Inc Envestnet investment USA Canada North America North America Alliance Pipeline LP, East Tennessee Natural Gas LLC, Enbridge Gas Inc, Enbridge Inc, Rio Bravo Pipeline Company LLC, Westcoast Connector Gas Transmission Ltd, Westcoast Energy Inc 211 M 211 M
12 Entergy Corporation Envestnet investment USA USA North America North America Entergy Corporation 193 M 193 M
13 Kinder Morgan Inc Envestnet investment USA USA North America North America Coastal Finance I, Colorado Interstate Gas Company LLC, El Paso Energy Capital Trust I, El Paso Natural Gas Co LLC, Elba Express Company LLC, Gulf LNG Liquefaction Company LLC, Kinder Morgan Energy Partners LP, Kinder Morgan Inc, Tennessee Gas Pipeline Company LLC, Trident Intrastate Pipeline LLC 181 M 181 M
14 Shell plc Envestnet investment USA United Kingdom North America Europe (non EU) Shell Finance Netherlands BV, Shell Finance Switzerland AG, Shell International Finance BV, Shell plc, Shell Treasury Centre East Pte Ltd, Shell Treasury Centre Ltd, Shell Treasury Luxembourg SARL 168 M 168 M
15 KKR & Co Inc Envestnet investment USA USA North America North America KKR & Co Inc, KKR Financial Clo 2013 1 LTD, Kkr Group Finance Co VI Llc 156 M <1 M 156 M
16 Targa Resources Corp Envestnet investment USA USA North America North America Targa Resources Corp 137 M 137 M
17 PPL Corporation Envestnet investment USA USA North America North America Kentucky Utilities Co, LG&E and KU Energy LLC, Louisville Gas & Electric Co, PPL Capital Funding Inc, PPL Corporation 125 M 125 M
18 Coterra Energy Inc Envestnet investment USA USA North America North America Coterra Energy Inc 124 M 124 M
19 Sempra Envestnet investment USA USA North America North America Cameron LNG LLC, ECA Liquefaction S de RL de CV, Energia Costa Azul S de RL de CV, Infraestructura Energetica Nova SAPI de CV, Port Arthur LNG Phase II LLC, Port Arthur Pipeline LLC, Sempra, Sempra Infrastructure Partners LP, Southern California Gas Co, Vista Pacifico LNG SAPI de CV 121 M 121 M
20 Brookfield Corporation Envestnet investment USA Canada North America North America Brookfield Asset Management Ltd, Brookfield Corporation, Nova Transportadora do Sudeste SA, Oaktree Capital Management LP 119 M 119 M
21 CSX Corp Envestnet investment USA USA North America North America CSX Corp 116 M 116 M
22 Freeport-McMoRan Inc Envestnet investment USA USA North America North America Freeport-McMoRan Inc 113 M 113 M
23 Evergy Inc Envestnet investment USA USA North America North America Aquila Capital LP, Evergy Inc, Evergy Kansas Central Inc, Evergy Kansas South Inc, Evergy Metro Inc, Evergy Missouri West Inc 103 M 103 M
24 Xcel Energy Inc Envestnet investment USA USA North America North America Northern States Power Co - Minnesota, Public Service Company of Colorado, Southwestern Public Service Capital I, Southwestern Public Service Company, Xcel Energy Inc 100 M 100 M
25 Ares Management Corporation Envestnet investment USA USA North America North America APR Operating LLC (Admiral Permian Resources), Ares Management Corporation 98 M <1 M 98 M





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On this website we use cookies and similar technologies to process device information and (anonymised) personal data. Processing serves the integration of content, external services and third-party elements, statistical analysis/measurement, integration of social media and IT security. Depending on the function, data is passed on to and processed by third parties. When integrating social media and interactive elements, data may also be stored by providers outside the jurisdiction of the European Union; despite careful selection, a level of protection equivalent to European data protection standards cannot be guaranteed. All consents are voluntary, not required for the use of our website and can be revoked or individually adjusted at any time via the "Adjust privacy settings" link in the footer.