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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