updated
59 results Total investment of current selection: $ 530 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Enlink Midstream LLC | Hennessy Advisors | investment | United States | United States | North America | North America | $ 29 M | $ 29 M | ||||||
| 2 | ONEOK Inc | Hennessy Advisors | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 27 M | $ 27 M | |||||
| 3 | Cheniere Energy Inc | Hennessy Advisors | investment | United States | United States | North America | North America | Corpus Christi Liquefaction LLC, CCL Midscale 8-9 LLC | $ 26 M | $ 26 M | |||||
| 4 | EQT Corporation | Hennessy Advisors | investment | United States | United States | North America | North America | $ 24 M | $ 24 M | ||||||
| 5 | Kinder Morgan Inc | Hennessy Advisors | 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 | $ 24 M | $ 24 M | |||||
| 6 | California Resources Corporation | Hennessy Advisors | investment | United States | United States | North America | North America | $ 24 M | $ 24 M | ||||||
| 7 | TC Energy Corporation | Hennessy Advisors | investment | United States | Canada | North America | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ 24 M | $ 24 M | |||||
| 8 | The Southern Company | Hennessy 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 | $ 22 M | $ 22 M | |||||
| 9 | Enbridge Inc | Hennessy Advisors | 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 | $ 21 M | $ 21 M | |||||
| 10 | Sempra Energy | Hennessy 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 | $ 21 M | $ 21 M | |||||
| 11 | CONSOL Energy Inc | Hennessy Advisors | investment | United States | United States | North America | North America | PA Mining Complex LP, CONSOL Marine Terminals LLC, Consol Funding LLC | $ 20 M | $ 20 M | |||||
| 12 | Marathon Petroleum Corporation | Hennessy Advisors | investment | United States | United States | North America | North America | MPLX LP | $ 17 M | $ 17 M | |||||
| 13 | Exxon Mobil Corporation | Hennessy Advisors | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 15 M | $ 15 M | |||||
| 14 | WEC Energy Group Inc | Hennessy 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 | $ 15 M | $ 15 M | |||||
| 15 | Dominion Energy Inc | Hennessy Advisors | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 15 M | $ 15 M | |||||
| 16 | CenterPoint Energy Inc | Hennessy Advisors | investment | United States | United States | North America | North America | Vectren LLC, Houston Industries Financeco LP, Vectren Capital Corp, Southern Indiana Gas and Electric Company | $ 13 M | $ 13 M | |||||
| 17 | NiSource Inc | Hennessy Advisors | investment | United States | United States | North America | North America | NIPSCO CAPITAL MARKETS INC, NISOURCE CAPITAL MARKETS INC, NiSource Finance Corp, Northern Indiana Public Service Co LLC | $ 12 M | $ 12 M | |||||
| 18 | National Grid plc | Hennessy Advisors | investment | United States | United Kingdom | North America | Europe (non EU) | $ 11 M | $ 11 M | ||||||
| 19 | Chevron Corporation | Hennessy Advisors | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 11 M | $ 11 M | |||||
| 20 | Duke Energy Corporation | Hennessy 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 | $ 11 M | $ 11 M | |||||
| 21 | CMS Energy Corp | Hennessy Advisors | 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 | $ 10 M | $ 10 M | |||||
| 22 | Energy Transfer LP | Hennessy Advisors | investment | United States | United States | North America | North America | Lake Charles LNG Export Company LLC, Oasis Pipe Line Finance Co, Warrior Pipeline LLC | $ 9 M | $ 9 M | |||||
| 23 | Enterprise Products Partners LP | Hennessy Advisors | investment | United States | United States | North America | North America | SPOT Terminal Services LLC | $ 8 M | $ 8 M | |||||
| 24 | YPF SA | Hennessy Advisors | investment | United States | Argentina | North America | South America | $ 8 M | $ 8 M | ||||||
| 25 | Canadian Natural Resources Ltd (CNRL) | Hennessy Advisors | investment | United States | Canada | North America | North America | $ 7 M | $ 7 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!