updated
293 results Total investment of current selection: $ 7,385 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Chevron Corporation | First Trust Advisors | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 777 M | $ 777 M | |||||
| 2 | Exxon Mobil Corporation | First Trust Advisors | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 383 M | $ <1 M | $ 384 M | ||||
| 3 | ConocoPhillips | First Trust Advisors | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 259 M | $ 259 M | |||||
| 4 | CSX Corp | First Trust Advisors | investment | United States | United States | North America | North America | $ 230 M | $ 23 M | $ 254 M | |||||
| 5 | Air Products and Chemicals Inc | First Trust Advisors | investment | United States | United States | North America | North America | Jazan Integrated Gasification and Power Company | $ 235 M | $ 235 M | |||||
| 6 | Chord Energy Corporation | First Trust Advisors | investment | United States | United States | North America | North America | $ 233 M | $ 233 M | ||||||
| 7 | Civitas Resources Inc | First Trust Advisors | investment | United States | United States | North America | North America | $ 231 M | $ 231 M | ||||||
| 8 | Magnolia Oil & Gas Corporation | First Trust Advisors | investment | United States | United States | North America | North America | $ 216 M | $ 216 M | ||||||
| 9 | Duke Energy Corporation | First Trust Advisors | 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 | $ 182 M | $ 19 M | $ 201 M | ||||
| 10 | The Southern Company | First Trust Advisors | 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 | $ 162 M | $ 4 M | $ 167 M | ||||
| 11 | Xcel Energy Inc | First Trust Advisors | 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 | $ 109 M | $ 12 M | $ 121 M | ||||
| 12 | American Electric Power Company Inc (AEP) | First Trust Advisors | 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 | $ 113 M | $ 6 M | $ 119 M | ||||
| 13 | Entergy Corporation | First Trust Advisors | investment | United States | United States | North America | North America | $ 118 M | $ 118 M | ||||||
| 14 | DTE Energy Co | First Trust Advisors | investment | United States | United States | North America | North America | DTE CAPITAL CORP, DTE Electric Co | $ 86 M | $ 25 M | $ 111 M | ||||
| 15 | Evergy Inc | First Trust Advisors | investment | United States | United States | North America | North America | Evergy Metro Inc, Evergy Missouri West Inc, Aquila Capital LP, Evergy Kansas Central Inc, Evergy Kansas South Inc | $ 109 M | $ 109 M | |||||
| 16 | Diamondback Energy Inc | First Trust Advisors | investment | United States | United States | North America | North America | $ 93 M | $ <1 M | $ 94 M | |||||
| 17 | ONEOK Inc | First Trust Advisors | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 92 M | $ 92 M | |||||
| 18 | OGE Energy Corp | First Trust Advisors | investment | United States | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 91 M | $ 91 M | |||||
| 19 | WEC Energy Group Inc | First Trust Advisors | 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 | $ 79 M | $ 12 M | $ 91 M | ||||
| 20 | Devon Energy Corporation | First Trust Advisors | investment | United States | United States | North America | North America | $ 90 M | $ 90 M | ||||||
| 21 | NextEra Energy Inc | First Trust Advisors | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 89 M | $ 89 M | |||||
| 22 | The Williams Companies Inc | First Trust Advisors | investment | United States | United States | North America | North America | Transcontinental Gas Pipe Line Company LLC | $ 88 M | $ 88 M | |||||
| 23 | Pinnacle West Capital Corp | First Trust Advisors | investment | United States | United States | North America | North America | Arizona Public Service Co | $ 87 M | $ 87 M | |||||
| 24 | Sempra Energy | First Trust Advisors | 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 | $ 86 M | $ 86 M | |||||
| 25 | Alliant Energy Corp | First Trust Advisors | investment | United States | United States | North America | North America | Alliant Energy Finance LLC, Interstate Power and Light Co, Wisconsin Power and Light Co | $ 85 M | $ 85 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!