updated
39 results Total investment of current selection: $ 64 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Banco BTG Pactual SA | Kapitalo Investimentos | investment | Brazil | Brazil | South America | South America | $ 25 M | $ 25 M | ||||||
| 2 | Petroleo Brasileiro SA – Petrobras | Kapitalo Investimentos | investment | Brazil | Brazil | South America | South America | Petrobras Global Finance BV | $ 9 M | $ 9 M | |||||
| 3 | PNM Resources Inc | Kapitalo Investimentos | investment | Brazil | United States | South America | North America | NM CAPITAL UTILITY CORP, Public Service Co of New Mexico | $ 8 M | $ 8 M | |||||
| 4 | Enauta Participacoes SA | Kapitalo Investimentos | investment | Brazil | Brazil | South America | South America | $ 8 M | $ 8 M | ||||||
| 5 | Marathon Petroleum Corporation | Kapitalo Investimentos | investment | Brazil | United States | South America | North America | MPLX LP | $ 1 M | $ 1 M | |||||
| 6 | Petro Rio SA (PRIO) | Kapitalo Investimentos | investment | Brazil | Brazil | South America | South America | $ 1 M | $ 1 M | ||||||
| 7 | Ultrapar Participacoes SA | Kapitalo Investimentos | investment | Brazil | Brazil | South America | South America | $ 1 M | $ 1 M | ||||||
| 8 | Eneva SA | Kapitalo Investimentos | investment | Brazil | Brazil | South America | South America | $ <1 M | $ <1 M | ||||||
| 9 | Cosan SA | Kapitalo Investimentos | investment | Brazil | Brazil | South America | South America | Compass Gas e Energia SA, Companhia de Gas de Sao Paulo - COMGAS, Rota 4 Participacoes SA, Cosan Overseas Ltd | $ <1 M | $ <1 M | |||||
| 10 | Cheniere Energy Inc | Kapitalo Investimentos | investment | Brazil | United States | South America | North America | Corpus Christi Liquefaction LLC, CCL Midscale 8-9 LLC | $ <1 M | $ <1 M | |||||
| 11 | PPL Corp | Kapitalo Investimentos | investment | Brazil | United States | South America | North America | Kentucky Utilities Co, Louisville Gas & Electric Co, PPL Capital Funding Inc, LG&E and KU Energy LLC | $ <1 M | $ <1 M | |||||
| 12 | Diamondback Energy Inc | Kapitalo Investimentos | investment | Brazil | United States | South America | North America | $ <1 M | $ <1 M | ||||||
| 13 | Chord Energy Corporation | Kapitalo Investimentos | investment | Brazil | United States | South America | North America | $ <1 M | $ <1 M | ||||||
| 14 | Sempra Energy | Kapitalo Investimentos | investment | Brazil | United States | South 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 | $ <1 M | $ <1 M | |||||
| 15 | Ovintiv Inc | Kapitalo Investimentos | investment | Brazil | United States | South America | North America | $ <1 M | $ <1 M | ||||||
| 16 | Entergy Corporation | Kapitalo Investimentos | investment | Brazil | United States | South America | North America | $ <1 M | $ <1 M | ||||||
| 17 | OGE Energy Corp | Kapitalo Investimentos | investment | Brazil | United States | South America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ <1 M | $ <1 M | |||||
| 18 | CenterPoint Energy Inc | Kapitalo Investimentos | investment | Brazil | United States | South America | North America | Vectren LLC, Houston Industries Financeco LP, Vectren Capital Corp, Southern Indiana Gas and Electric Company | $ <1 M | $ <1 M | |||||
| 19 | Duke Energy Corporation | Kapitalo Investimentos | investment | Brazil | United States | South 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 | $ <1 M | $ <1 M | |||||
| 20 | National Fuel Gas Company | Kapitalo Investimentos | investment | Brazil | United States | South America | North America | $ <1 M | $ <1 M | ||||||
| 21 | Dow Inc | Kapitalo Investimentos | investment | Brazil | United States | South America | North America | $ <1 M | $ <1 M | ||||||
| 22 | Permian Resources Corporation | Kapitalo Investimentos | investment | Brazil | United States | South America | North America | $ <1 M | $ <1 M | ||||||
| 23 | Xcel Energy Inc | Kapitalo Investimentos | investment | Brazil | United States | South America | North America | Northern States Power Co, Public Service Company of Colorado, Southwestern Public Service Capital I, Southwestern Public Service Company | $ <1 M | $ <1 M | |||||
| 24 | Exxon Mobil Corporation | Kapitalo Investimentos | investment | Brazil | United States | South America | North America | Imperial Oil Ltd | $ <1 M | $ <1 M | |||||
| 25 | ConocoPhillips | Kapitalo Investimentos | investment | Brazil | United States | South America | North America | Polar Tankers Inc, Conoco Funding Co | $ <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!