updated
30 results Total investment of current selection: $ 1,445 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NiSource Inc | Reaves Asset 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 | $ 95 M | $ 95 M | |||||
| 2 | CenterPoint Energy Inc | Reaves Asset 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 | $ 92 M | $ 92 M | |||||
| 3 | CMS Energy Corp | Reaves Asset Management | 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 | $ 89 M | $ 89 M | |||||
| 4 | PPL Corp | Reaves Asset 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 | $ 85 M | $ 85 M | |||||
| 5 | Sempra Energy | Reaves Asset 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 | $ 84 M | $ 84 M | |||||
| 6 | Riverstone Holdings LLC | Reaves Asset Management | investment | United States | United States | North America | North America | TalenEnergy Montour LLC, Talen Energy Corporation, SAPPHIRE POWER FINANCE LLC | $ 82 M | $ 82 M | |||||
| 7 | Alliant Energy Corp | Reaves Asset Management | investment | United States | United States | North America | North America | Alliant Energy Finance LLC, Interstate Power and Light Co, Wisconsin Power and Light Co | $ 81 M | $ 81 M | |||||
| 8 | Entergy Corporation | Reaves Asset Management | investment | United States | United States | North America | North America | $ 80 M | $ 80 M | ||||||
| 9 | Pinnacle West Capital Corp | Reaves Asset Management | investment | United States | United States | North America | North America | Arizona Public Service Co | $ 72 M | $ 72 M | |||||
| 10 | PNM Resources Inc | Reaves Asset Management | investment | United States | United States | North America | North America | NM CAPITAL UTILITY CORP, Public Service Co of New Mexico | $ 66 M | $ 66 M | |||||
| 11 | NextEra Energy Inc | Reaves Asset Management | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 65 M | $ 65 M | |||||
| 12 | The Southern Company | Reaves Asset 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 | $ 62 M | $ 62 M | |||||
| 13 | DTE Energy Co | Reaves Asset Management | investment | United States | United States | North America | North America | DTE CAPITAL CORP, DTE Electric Co | $ 61 M | $ 61 M | |||||
| 14 | Duke Energy Corporation | Reaves Asset 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 | $ 57 M | $ 57 M | |||||
| 15 | The Williams Companies Inc | Reaves Asset Management | investment | United States | United States | North America | North America | Transcontinental Gas Pipe Line Company LLC | $ 52 M | $ 52 M | |||||
| 16 | TC Energy Corporation | Reaves Asset Management | investment | United States | Canada | North America | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ 47 M | $ 47 M | |||||
| 17 | OGE Energy Corp | Reaves Asset Management | investment | United States | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 47 M | $ 47 M | |||||
| 18 | Enterprise Products Partners LP | Reaves Asset Management | investment | United States | United States | North America | North America | SPOT Terminal Services LLC | $ 43 M | $ 43 M | |||||
| 19 | Enel SpA | Reaves Asset Management | 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 | $ 41 M | $ 41 M | |||||
| 20 | Vistra Corp | Reaves Asset Management | investment | United States | United States | North America | North America | Vistra Finance Corp, Luminant Mining Co LLC | $ 36 M | $ 36 M | |||||
| 21 | Ameren Corp | Reaves Asset Management | investment | United States | United States | North America | North America | Union Electric Co | $ 27 M | $ 27 M | |||||
| 22 | Xcel Energy Inc | Reaves Asset Management | 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 | $ 23 M | $ 23 M | |||||
| 23 | ONEOK Inc | Reaves Asset Management | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 22 M | $ 22 M | |||||
| 24 | FirstEnergy Corp | Reaves Asset Management | investment | United States | United States | North America | North America | GPU CAPITAL INC, Monongahela Power Co | $ 13 M | $ 13 M | |||||
| 25 | IDACORP Inc | Reaves Asset Management | investment | United States | United States | North America | North America | Idaho Power Co, Idaho Energy Resources Co | $ 13 M | $ 13 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!