updated
28 results Total investment of current selection: $ 763 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Exxon Mobil Corporation | Hudson Bay Capital Management | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 196 M | $ 196 M | |||||
| 2 | PNM Resources Inc | Hudson Bay Capital Management | investment | United States | United States | North America | North America | NM CAPITAL UTILITY CORP, Public Service Co of New Mexico | $ 126 M | $ 126 M | |||||
| 3 | Chevron Corporation | Hudson Bay Capital Management | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 88 M | $ 88 M | |||||
| 4 | PPL Corp | Hudson Bay Capital Management | investment | United States | United States | North America | North America | Kentucky Utilities Co, Louisville Gas & Electric Co, PPL Capital Funding Inc, LG&E and KU Energy LLC | $ 40 M | $ 40 M | |||||
| 5 | NiSource Inc | Hudson Bay Capital Management | 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 | $ 38 M | $ 38 M | |||||
| 6 | Entergy Corporation | Hudson Bay Capital Management | investment | United States | United States | North America | North America | $ 36 M | $ 36 M | ||||||
| 7 | Sempra Energy | Hudson Bay Capital Management | 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 | $ 31 M | $ 31 M | |||||
| 8 | Evergy Inc | Hudson Bay Capital Management | 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 | $ 29 M | $ 29 M | |||||
| 9 | CenterPoint Energy Inc | Hudson Bay Capital Management | investment | United States | United States | North America | North America | Vectren LLC, Houston Industries Financeco LP, Vectren Capital Corp, Southern Indiana Gas and Electric Company | $ 24 M | $ 24 M | |||||
| 10 | Duke Energy Corporation | Hudson Bay Capital Management | 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 | $ 24 M | $ 24 M | |||||
| 11 | Tellurian Inc | Hudson Bay Capital Management | investment | United States | United States | North America | North America | Driftwood LNG LLC, Driftwood Pipeline LLC | $ 23 M | $ 23 M | |||||
| 12 | The Southern Company | Hudson Bay Capital Management | 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 | $ 14 M | $ 14 M | |||||
| 13 | KKR & Co Inc | Hudson Bay Capital Management | investment | United States | United States | North America | North America | KKR Financial Clo 2013 1 LTD, Kkr Group Finance Co VI Llc | $ 12 M | $ 12 M | |||||
| 14 | Ameren Corp | Hudson Bay Capital Management | investment | United States | United States | North America | North America | Union Electric Co | $ 10 M | $ 10 M | |||||
| 15 | OGE Energy Corp | Hudson Bay Capital Management | investment | United States | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 8 M | $ 8 M | |||||
| 16 | NRG Energy Inc | Hudson Bay Capital Management | investment | United States | United States | North America | North America | EME FINANCE UK Ltd, NRG Finance Co I LLC | $ 8 M | $ 8 M | |||||
| 17 | WEC Energy Group Inc | Hudson Bay Capital Management | 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 | |||||
| 18 | Vistra Corp | Hudson Bay Capital Management | investment | United States | United States | North America | North America | Vistra Finance Corp, Luminant Mining Co LLC | $ 8 M | $ 8 M | |||||
| 19 | Alliant Energy Corp | Hudson Bay Capital Management | 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 | SilverBow Resources Inc | Hudson Bay Capital Management | investment | United States | United States | North America | North America | $ 7 M | $ 7 M | ||||||
| 21 | TC Energy Corporation | Hudson Bay Capital Management | investment | United States | Canada | North America | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ 7 M | $ 7 M | |||||
| 22 | Northern Oil and Gas Inc | Hudson Bay Capital Management | investment | United States | United States | North America | North America | $ 5 M | $ 5 M | ||||||
| 23 | Kinder Morgan Inc | Hudson Bay Capital Management | 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 | $ 5 M | $ 5 M | |||||
| 24 | CSX Corp | Hudson Bay Capital Management | investment | United States | United States | North America | North America | $ 4 M | $ 4 M | ||||||
| 25 | Permian Resources Corporation | Hudson Bay Capital Management | investment | United States | United States | North America | North America | $ 2 M | $ 2 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!