updated
200 results Total investment of current selection: $ 5,068 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Duke Energy Corporation | MassMutual Holdings | 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 | $ 30 M | $ 182 M | $ 212 M | ||||
| 2 | CSX Corp | MassMutual Holdings | investment | United States | United States | North America | North America | $ 24 M | $ 145 M | $ 169 M | |||||
| 3 | Chevron Corporation | MassMutual Holdings | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 163 M | $ 5 M | $ 168 M | ||||
| 4 | ConocoPhillips | MassMutual Holdings | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 69 M | $ 99 M | $ 168 M | ||||
| 5 | DTE Energy Co | MassMutual Holdings | investment | United States | United States | North America | North America | DTE CAPITAL CORP, DTE Electric Co | $ 2 M | $ 165 M | $ 167 M | ||||
| 6 | The Southern Company | MassMutual Holdings | 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 | $ 30 M | $ 129 M | $ 159 M | ||||
| 7 | American Electric Power Company Inc (AEP) | MassMutual Holdings | 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 | $ 15 M | $ 144 M | $ 159 M | ||||
| 8 | Exxon Mobil Corporation | MassMutual Holdings | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 113 M | $ 38 M | $ 151 M | ||||
| 9 | Burlington Northern Santa Fe LLC | MassMutual Holdings | investment | United States | United States | North America | North America | BNSF Railway Co | $ 147 M | $ 147 M | |||||
| 10 | Dominion Energy Inc | MassMutual Holdings | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 8 M | $ 125 M | $ 133 M | ||||
| 11 | BP plc | MassMutual Holdings | 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 | $ 5 M | $ 124 M | $ 129 M | ||||
| 12 | Enbridge Inc | MassMutual Holdings | investment | United States | Canada | North America | North America | Enbridge Gas Inc, Alliance Pipeline LP, Rio Bravo Pipeline Company LLC, East Tennessee Natural Gas LLC, Westcoast Connector Gas Transmission Ltd | $ 29 M | $ 97 M | $ 126 M | ||||
| 13 | NiSource Inc | MassMutual Holdings | 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 | $ <1 M | $ 121 M | $ 122 M | ||||
| 14 | CMS Energy Corp | MassMutual Holdings | 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 | $ <1 M | $ 114 M | $ 115 M | ||||
| 15 | Marathon Petroleum Corporation | MassMutual Holdings | investment | United States | United States | North America | North America | MPLX LP | $ 8 M | $ 94 M | $ 101 M | ||||
| 16 | Sempra Energy | MassMutual Holdings | 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 | $ 4 M | $ 95 M | $ 99 M | ||||
| 17 | Shell plc | MassMutual Holdings | 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 | $ 30 M | $ 64 M | $ 94 M | ||||
| 18 | WEC Energy Group Inc | MassMutual Holdings | 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 | $ 14 M | $ 77 M | $ 90 M | ||||
| 19 | Tullow Oil plc | MassMutual Holdings | investment | United States | United Kingdom | North America | Europe (non EU) | Tullow Oil (Jersey) Ltd, Tullow Oil Finance Ltd | $ 78 M | $ 78 M | |||||
| 20 | Ameren Corp | MassMutual Holdings | investment | United States | United States | North America | North America | Union Electric Co | $ <1 M | $ 75 M | $ 76 M | ||||
| 21 | Air Products and Chemicals Inc | MassMutual Holdings | investment | United States | United States | North America | North America | Jazan Integrated Gasification and Power Company | $ 26 M | $ 50 M | $ 75 M | ||||
| 22 | ONEOK Inc | MassMutual Holdings | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 2 M | $ 72 M | $ 74 M | ||||
| 23 | Xcel Energy Inc | MassMutual Holdings | 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 | $ 3 M | $ 66 M | $ 70 M | ||||
| 24 | Enel SpA | MassMutual Holdings | investment | United States | Italy | North America | Europe (EU) | Endesa SA, Nuove Energie SRL, Enel Finance International NV, Enel Investment Holding BV, Endesa Financiación Filiales SA, Enel Finance America LLC | $ 68 M | $ 68 M | |||||
| 25 | Ovintiv Inc | MassMutual Holdings | investment | United States | United States | North America | North America | $ <1 M | $ 67 M | $ 68 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!