updated
21 results Total investment of current selection: $ 960 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Devon Energy Corporation | Fuller & Thaler | investment | United States | United States | North America | North America | $ 284 M | $ 284 M | ||||||
| 2 | Chord Energy Corporation | Fuller & Thaler | investment | United States | United States | North America | North America | $ 173 M | $ 173 M | ||||||
| 3 | Portland General Electric Co | Fuller & Thaler | investment | United States | United States | North America | North America | $ 91 M | $ 91 M | ||||||
| 4 | Range Resources Corporation | Fuller & Thaler | investment | United States | United States | North America | North America | $ 89 M | $ 89 M | ||||||
| 5 | PNM Resources Inc | Fuller & Thaler | investment | United States | United States | North America | North America | NM CAPITAL UTILITY CORP, Public Service Co of New Mexico | $ 83 M | $ 83 M | |||||
| 6 | Black Hills Corp | Fuller & Thaler | investment | United States | United States | North America | North America | Wyodak Resources Development Corp | $ 83 M | $ 83 M | |||||
| 7 | NorthWestern Corp | Fuller & Thaler | investment | United States | United States | North America | North America | $ 61 M | $ 61 M | ||||||
| 8 | Otter Tail Corp | Fuller & Thaler | investment | United States | United States | North America | North America | Otter Tail Power Co | $ 61 M | $ 61 M | |||||
| 9 | Cheniere Energy Inc | Fuller & Thaler | investment | United States | United States | North America | North America | Corpus Christi Liquefaction LLC, CCL Midscale 8-9 LLC | $ 8 M | $ 8 M | |||||
| 10 | CenterPoint Energy Inc | Fuller & Thaler | investment | United States | United States | North America | North America | Vectren LLC, Houston Industries Financeco LP, Vectren Capital Corp, Southern Indiana Gas and Electric Company | $ 6 M | $ 6 M | |||||
| 11 | Matador Resources Company | Fuller & Thaler | investment | United States | United States | North America | North America | $ 6 M | $ 6 M | ||||||
| 12 | Exxon Mobil Corporation | Fuller & Thaler | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 5 M | $ 5 M | |||||
| 13 | Alliant Energy Corp | Fuller & Thaler | investment | United States | United States | North America | North America | Alliant Energy Finance LLC, Interstate Power and Light Co, Wisconsin Power and Light Co | $ 2 M | $ 2 M | |||||
| 14 | Pinnacle West Capital Corp | Fuller & Thaler | investment | United States | United States | North America | North America | Arizona Public Service Co | $ 2 M | $ 2 M | |||||
| 15 | SandRidge Energy Inc | Fuller & Thaler | investment | United States | United States | North America | North America | $ 2 M | $ 2 M | ||||||
| 16 | Coterra Energy Inc | Fuller & Thaler | investment | United States | United States | North America | North America | $ 2 M | $ 2 M | ||||||
| 17 | CMS Energy Corp | Fuller & Thaler | 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 | $ 2 M | $ 2 M | |||||
| 18 | Dow Inc | Fuller & Thaler | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 19 | Lincoln Electric System | Fuller & Thaler | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 20 | OGE Energy Corp | Fuller & Thaler | investment | United States | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ <1 M | $ <1 M | |||||
| 21 | Vistra Corp | Fuller & Thaler | investment | United States | United States | North America | North America | Vistra Finance Corp, Luminant Mining Co 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!