updated
41 results Total investment of current selection: $ 1,036 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | KKR & Co Inc | Holocene Advisors | investment | United States | United States | North America | North America | KKR Financial Clo 2013 1 LTD, Kkr Group Finance Co VI Llc | $ 214 M | $ 214 M | |||||
| 2 | ConocoPhillips | Holocene Advisors | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 117 M | $ 117 M | |||||
| 3 | Diamondback Energy Inc | Holocene Advisors | investment | United States | United States | North America | North America | $ 112 M | $ 112 M | ||||||
| 4 | Devon Energy Corporation | Holocene Advisors | investment | United States | United States | North America | North America | $ 102 M | $ 102 M | ||||||
| 5 | Ovintiv Inc | Holocene Advisors | investment | United States | United States | North America | North America | $ 83 M | $ 83 M | ||||||
| 6 | Exxon Mobil Corporation | Holocene Advisors | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 82 M | $ 82 M | |||||
| 7 | Permian Resources Corporation | Holocene Advisors | investment | United States | United States | North America | North America | $ 45 M | $ 45 M | ||||||
| 8 | Shell plc | Holocene Advisors | 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 | $ 37 M | $ 37 M | |||||
| 9 | Marathon Petroleum Corporation | Holocene Advisors | investment | United States | United States | North America | North America | MPLX LP | $ 35 M | $ 35 M | |||||
| 10 | The Carlyle Group Inc | Holocene Advisors | investment | United States | United States | North America | North America | Carlyle Finance LLC, Carlyle Holdings Finance LLC | $ 33 M | $ 33 M | |||||
| 11 | Cenovus Energy Inc | Holocene Advisors | investment | United States | Canada | North America | North America | $ 28 M | $ 28 M | ||||||
| 12 | BP plc | Holocene Advisors | 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 | $ 9 M | $ 9 M | |||||
| 13 | Duke Energy Corporation | Holocene 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 | $ 8 M | $ 8 M | |||||
| 14 | NextEra Energy Inc | Holocene Advisors | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 8 M | $ 8 M | |||||
| 15 | Coterra Energy Inc | Holocene Advisors | investment | United States | United States | North America | North America | $ 8 M | $ 8 M | ||||||
| 16 | Ameren Corp | Holocene Advisors | investment | United States | United States | North America | North America | Union Electric Co | $ 8 M | $ 8 M | |||||
| 17 | American Electric Power Company Inc (AEP) | Holocene 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 | $ 8 M | $ 8 M | |||||
| 18 | Xcel Energy Inc | Holocene 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 | $ 8 M | $ 8 M | |||||
| 19 | Alliant Energy Corp | Holocene Advisors | investment | United States | United States | North America | North America | Alliant Energy Finance LLC, Interstate Power and Light Co, Wisconsin Power and Light Co | $ 8 M | $ 8 M | |||||
| 20 | WEC Energy Group Inc | Holocene 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 | $ 8 M | $ 8 M | |||||
| 21 | Dominion Energy Inc | Holocene Advisors | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 7 M | $ 7 M | |||||
| 22 | DTE Energy Co | Holocene Advisors | investment | United States | United States | North America | North America | DTE CAPITAL CORP, DTE Electric Co | $ 7 M | $ 7 M | |||||
| 23 | The AES Corporation | Holocene Advisors | 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 | $ 6 M | $ 6 M | |||||
| 24 | Callon Petroleum Company | Holocene Advisors | investment | United States | United States | North America | North America | $ 6 M | $ 6 M | ||||||
| 25 | CMS Energy Corp | Holocene 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 | $ 6 M | $ 6 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!