updated
43 results Total investment of current selection: $ 2,282 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | WEC Energy Group Inc | Magellan Financial Group | investment | Australia | United States | Oceania | North America | WE Power LLC, Wisconsin Public Service Corp, Wisconsin Electric Power Co, Elm Road Generating Station Supercritical LLC | $ 399 M | $ 399 M | |||||
| 2 | Sempra Energy | Magellan Financial Group | investment | Australia | United States | Oceania | 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 | $ 263 M | $ 263 M | |||||
| 3 | National Grid plc | Magellan Financial Group | investment | Australia | United Kingdom | Oceania | Europe (non EU) | $ 233 M | $ 233 M | ||||||
| 4 | Dominion Energy Inc | Magellan Financial Group | investment | Australia | United States | Oceania | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 202 M | $ 202 M | |||||
| 5 | Xcel Energy Inc | Magellan Financial Group | investment | Australia | United States | Oceania | North America | Northern States Power Co, Public Service Company of Colorado, Southwestern Public Service Capital I, Southwestern Public Service Company | $ 172 M | $ 172 M | |||||
| 6 | CSX Corp | Magellan Financial Group | investment | Australia | United States | Oceania | North America | $ 168 M | $ 168 M | ||||||
| 7 | CMS Energy Corp | Magellan Financial Group | investment | Australia | United States | Oceania | 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 | $ 162 M | $ 162 M | |||||
| 8 | Evergy Inc | Magellan Financial Group | investment | Australia | United States | Oceania | North America | Evergy Metro Inc, Evergy Missouri West Inc, Aquila Capital LP, Evergy Kansas Central Inc, Evergy Kansas South Inc | $ 157 M | $ 157 M | |||||
| 9 | Alliant Energy Corp | Magellan Financial Group | investment | Australia | United States | Oceania | North America | Alliant Energy Finance LLC, Interstate Power and Light Co, Wisconsin Power and Light Co | $ 84 M | $ 84 M | |||||
| 10 | Enbridge Inc | Magellan Financial Group | investment | Australia | Canada | Oceania | North America | Enbridge Gas Inc, Alliance Pipeline LP, Rio Bravo Pipeline Company LLC, East Tennessee Natural Gas LLC, Westcoast Connector Gas Transmission Ltd | $ 49 M | $ 49 M | |||||
| 11 | Duke Energy Corporation | Magellan Financial Group | investment | Australia | United States | Oceania | 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 | $ 33 M | $ 33 M | |||||
| 12 | American Electric Power Company Inc (AEP) | Magellan Financial Group | investment | Australia | United States | Oceania | 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 | $ 31 M | $ 31 M | |||||
| 13 | The Southern Company | Magellan Financial Group | investment | Australia | United States | Oceania | 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 | $ 31 M | $ 31 M | |||||
| 14 | Snam SpA | Magellan Financial Group | investment | Australia | Italy | Oceania | Europe (EU) | Ravenna LNG Terminal SRL, Enura SpA | $ 30 M | $ 30 M | |||||
| 15 | TC Energy Corporation | Magellan Financial Group | investment | Australia | Canada | Oceania | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ 21 M | $ 21 M | |||||
| 16 | Fortis Inc | Magellan Financial Group | investment | Australia | Canada | Oceania | North America | UNS Energy Corp, Tucson Electric Power Co | $ 19 M | $ 19 M | |||||
| 17 | DTE Energy Co | Magellan Financial Group | investment | Australia | United States | Oceania | North America | DTE CAPITAL CORP, DTE Electric Co | $ 19 M | $ 19 M | |||||
| 18 | Entergy Corporation | Magellan Financial Group | investment | Australia | United States | Oceania | North America | $ 18 M | $ 18 M | ||||||
| 19 | FirstEnergy Corp | Magellan Financial Group | investment | Australia | United States | Oceania | North America | GPU CAPITAL INC, Monongahela Power Co | $ 17 M | $ 17 M | |||||
| 20 | Royal Vopak NV | Magellan Financial Group | investment | Australia | Netherlands | Oceania | Europe (EU) | Vopak Finance BV | $ 17 M | $ 17 M | |||||
| 21 | Ameren Corp | Magellan Financial Group | investment | Australia | United States | Oceania | North America | Union Electric Co | $ 16 M | $ 16 M | |||||
| 22 | PPL Corp | Magellan Financial Group | investment | Australia | United States | Oceania | North America | Kentucky Utilities Co, Louisville Gas & Electric Co, PPL Capital Funding Inc, LG&E and KU Energy LLC | $ 16 M | $ 16 M | |||||
| 23 | Mineral Resources Ltd | Magellan Financial Group | investment | Australia | Australia | Oceania | Oceania | $ 15 M | $ 15 M | ||||||
| 24 | CenterPoint Energy Inc | Magellan Financial Group | investment | Australia | United States | Oceania | North America | Vectren LLC, Houston Industries Financeco LP, Vectren Capital Corp, Southern Indiana Gas and Electric Company | $ 15 M | $ 15 M | |||||
| 25 | Santos Ltd | Magellan Financial Group | investment | Australia | Australia | Oceania | Oceania | Santos Finance Ltd | $ 11 M | $ 11 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!