updated
178 results Total investment of current selection: $ 6,266 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BP plc | Guggenheim Capital | 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 | $ 514 M | $ 515 M | ||||
| 2 | Marathon Petroleum Corporation | Guggenheim Capital | investment | United States | United States | North America | North America | MPLX LP | $ 28 M | $ 261 M | $ 289 M | ||||
| 3 | Tennessee Valley Authority | Guggenheim Capital | investment | United States | United States | North America | North America | $ 257 M | $ 257 M | ||||||
| 4 | The Dow Chemical Company | Guggenheim Capital | investment | United States | United States | North America | North America | $ 254 M | $ 254 M | ||||||
| 5 | QatarEnergy | Guggenheim Capital | investment | United States | Qatar | North America | Middle East | Ras Laffan Liquefied Natural Gas Co Ltd, Golden Pass LNG Terminal LLC | $ 244 M | $ 244 M | |||||
| 6 | Duke Energy Corporation | Guggenheim Capital | 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 | $ 20 M | $ 210 M | $ 231 M | ||||
| 7 | The Southern Company | Guggenheim Capital | 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 | $ 9 M | $ 182 M | $ 190 M | ||||
| 8 | Shell plc | Guggenheim Capital | investment | United States | United Kingdom | North America | Europe (non EU) | Shell Finance Netherlands BV, Shell Finance Switzerland AG, Shell Treasury Centre East Pte Ltd, Shell Treasury Centre Ltd, Shell Treasury Luxembourg SARL, Shell International Finance BV | $ 1 M | $ 172 M | $ 173 M | ||||
| 9 | Sempra Energy | Guggenheim Capital | 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 | $ 12 M | $ 159 M | $ 171 M | ||||
| 10 | Enbridge Inc | Guggenheim Capital | 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 | $ 162 M | $ 163 M | ||||
| 11 | Chevron Corporation | Guggenheim Capital | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 66 M | $ 85 M | $ 151 M | ||||
| 12 | Exxon Mobil Corporation | Guggenheim Capital | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 70 M | $ 55 M | $ 125 M | ||||
| 13 | The AES Corporation | Guggenheim Capital | investment | United States | United States | North America | North America | AES Argentina Generacion SA, AES Andes SA, AES Mong Duong Power Co Ltd, AES Ohio, DPL Inc, AES Indiana, Empresa Electrica Angamos SpA, AES Bulgaria BV, DPL Capital Trust II, Mong Duong Finance Holdings BV | $ 9 M | $ 112 M | $ 121 M | ||||
| 14 | American Electric Power Company Inc (AEP) | Guggenheim Capital | 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 | $ 40 M | $ 72 M | $ 113 M | ||||
| 15 | Saudi Arabian Oil Company (Saudi Aramco) | Guggenheim Capital | investment | United States | Saudi Arabia | North America | Middle East | Saudi Basic Industries Corporation (SABIC) | $ 105 M | $ 105 M | |||||
| 16 | Kinder Morgan Inc | Guggenheim Capital | 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 | $ 20 M | $ 84 M | $ 104 M | ||||
| 17 | NextEra Energy Inc | Guggenheim Capital | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 31 M | $ 72 M | $ 103 M | ||||
| 18 | PT Pertamina (Persero) | Guggenheim Capital | investment | United States | Indonesia | North America | South-East Asia | PT Saka Energi Indonesia | $ 102 M | $ 102 M | |||||
| 19 | ONEOK Inc | Guggenheim Capital | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 8 M | $ 89 M | $ 97 M | ||||
| 20 | ConocoPhillips | Guggenheim Capital | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 13 M | $ 82 M | $ 95 M | ||||
| 21 | Dominion Energy Inc | Guggenheim Capital | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 11 M | $ 84 M | $ 95 M | ||||
| 22 | TC Energy Corporation | Guggenheim Capital | investment | United States | Canada | North America | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ <1 M | $ 90 M | $ 91 M | ||||
| 23 | Xcel Energy Inc | Guggenheim Capital | 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 | $ 13 M | $ 74 M | $ 87 M | ||||
| 24 | CSX Corp | Guggenheim Capital | investment | United States | United States | North America | North America | $ 19 M | $ 60 M | $ 80 M | |||||
| 25 | Occidental Petroleum Corporation | Guggenheim Capital | investment | United States | United States | North America | North America | Anadarko Petroleum Corp, Anadarko Finance Co | $ 14 M | $ 63 M | $ 77 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!