LPL Financial

(USA)



Total value of assets invested/managed by LPL Financial: $ 6,741 M in 125 companies

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125 results  Total investment of current selection: $ 6,741 M


# Name Name Name Type HQ Country of HQ Country of HQ Sectors subsidiaries Shares $M Bonds $M Total $M
1 Exxon Mobil Corporation LPL Financial investment USA USA North America North America Exxon Mobil Corporation, Imperial Oil Ltd 1,137 M 1,137 M
2 Chevron Corporation LPL Financial investment USA USA North America North America Chevron Corporation, Texaco Capital Inc, Texaco Capital LLC 778 M 778 M
3 GE Vernova Inc LPL Financial investment USA USA North America North America GE Vernova Inc, Wolf Summit Energy LLC 388 M 388 M
4 Duke Energy Corporation LPL Financial investment USA USA North America North America Duke Capital Financing Trust I, Duke Capital Financing Trust II, Duke Energy Capital Trust II, Duke Energy Carolinas LLC, Duke Energy Corporation, Duke Energy Florida LLC, Duke Energy Florida Project Finance LLC, Duke Energy Indiana LLC, Duke Energy Kentucky Inc, Duke Energy Ohio Inc, Duke Energy Progress LLC, Duke Energy Progress NC Storm Funding LLC, PROGRESS CAPITAL HOLDINGS INC, Progress Energy Inc 312 M 312 M
5 The Southern Company LPL Financial investment USA USA North America North America Alabama Power Capital Trust I, Alabama Power Capital Trust II, Alabama Power Capital Trust III, Alabama Power Capital Trust V, 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, 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, Southern Company Gas Capital Corporation, The Southern Company 296 M 296 M
6 Enbridge Inc LPL Financial investment USA Canada North America North America Alliance Pipeline LP, East Tennessee Natural Gas LLC, Enbridge Gas Inc, Enbridge Inc, Rio Bravo Pipeline Company LLC, Westcoast Connector Gas Transmission Ltd, Westcoast Energy Inc 195 M 195 M
7 American Electric Power Company Inc (AEP) LPL Financial investment USA USA North America North America AEP Credit Inc, AEP Generating Co, American Electric Power Company Inc (AEP), Appalachian Power Co, Indiana Michigan Power Co, Kentucky Power Co, Ohio Power Co, Public Service Co of Oklahoma, Southwestern Electric Power Company, Wheeling Power Co 172 M 172 M
8 The Williams Companies Inc LPL Financial investment USA USA North America North America The Williams Companies Inc 158 M 158 M
9 ConocoPhillips LPL Financial investment USA USA North America North America Conoco Funding Co, ConocoPhillips, Polar Tankers Inc 157 M 157 M
10 Enterprise Products Partners LP LPL Financial investment USA USA North America North America Enterprise Products Partners LP, SPOT Terminal Services LLC 151 M 151 M
11 Blackstone Inc LPL Financial investment USA USA North America North America Blackstone Holdings Finance Co LLC, Blackstone Inc, Lincoln Land Energy Center LLC, Magnolia Power LLC 149 M 149 M
12 Xcel Energy Inc LPL Financial investment USA USA North America North America Northern States Power Co - Minnesota, Public Service Company of Colorado, Southwestern Public Service Capital I, Southwestern Public Service Company, Xcel Energy Inc 149 M 149 M
13 Energy Transfer LP LPL Financial investment USA USA North America North America Energy Transfer LP, Hugh Brinson Pipeline LLC, Lake Charles LNG Export Company LLC, Oasis Pipe Line Finance Co 145 M 145 M
14 Kinder Morgan Inc LPL Financial investment USA USA North America North America Coastal Finance I, Colorado Interstate Gas Company LLC, El Paso Energy Capital Trust I, El Paso Natural Gas Co LLC, Elba Express Company LLC, Gulf LNG Liquefaction Company LLC, Kinder Morgan Energy Partners LP, Kinder Morgan Inc, Tennessee Gas Pipeline Company LLC, Trident Intrastate Pipeline LLC 140 M <1 M 141 M
15 Freeport-McMoRan Inc LPL Financial investment USA USA North America North America Freeport-McMoRan Inc 137 M 137 M
16 ONEOK Inc LPL Financial investment USA USA North America North America ONEOK Inc, Saguaro Connector Pipeline LLC 136 M 136 M
17 WEC Energy Group Inc LPL Financial investment USA USA North America North America Elm Road Generating Station Supercritical LLC, Wec Capital Trust I, WEC Energy Group Inc, Wisconsin Electric Power Company, Wisconsin Public Service Corporation 115 M 115 M
18 Marathon Petroleum Corporation LPL Financial investment USA USA North America North America Marathon Petroleum Corporation, MPLX LP 110 M 110 M
19 Cheniere Energy Inc LPL Financial investment USA USA North America North America Cheniere Corpus Christi Holdings LLC, Cheniere Energy Inc, Cheniere Energy Partners LP, Corpus Christi Liquefaction LLC, Sabine Pass Liquefaction Stage V LLC 100 M 100 M
20 Vistra Corp LPL Financial investment USA USA North America North America Dynegy Midwest Generation LLC, Luminant Mining Co LLC, Permian Power I LLC, Permian Power II LLC, Vistra Corp, Vistra Finance Corp 82 M 82 M
21 Dominion Energy Inc LPL Financial investment USA USA North America North America Dominion Energy Inc 77 M 77 M
22 Sempra LPL Financial investment USA USA North America North America Cameron LNG LLC, ECA Liquefaction S de RL de CV, Energia Costa Azul S de RL de CV, Infraestructura Energetica Nova SAPI de CV, Port Arthur LNG Phase II LLC, Port Arthur Pipeline LLC, Sempra, Sempra Infrastructure Partners LP, Southern California Gas Co, Vista Pacifico LNG SAPI de CV 74 M 74 M
23 Entergy Corporation LPL Financial investment USA USA North America North America Entergy Corporation 74 M 74 M
24 Shell plc LPL Financial investment USA United Kingdom North America Europe (non EU) Shell Finance Netherlands BV, Shell Finance Switzerland AG, Shell International Finance BV, Shell plc, Shell Treasury Centre East Pte Ltd, Shell Treasury Centre Ltd, Shell Treasury Luxembourg SARL 71 M 71 M
25 CSX Corp LPL Financial investment USA USA North America North America CSX Corp 70 M 70 M





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On this website we use cookies and similar technologies to process device information and (anonymised) personal data. Processing serves the integration of content, external services and third-party elements, statistical analysis/measurement, integration of social media and IT security. Depending on the function, data is passed on to and processed by third parties. When integrating social media and interactive elements, data may also be stored by providers outside the jurisdiction of the European Union; despite careful selection, a level of protection equivalent to European data protection standards cannot be guaranteed. All consents are voluntary, not required for the use of our website and can be revoked or individually adjusted at any time via the "Adjust privacy settings" link in the footer.