updated
24 results Total investment of current selection: $ 450 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Energy Transfer LP | Recurrent Investment Advisors | investment | United States | United States | North America | North America | Lake Charles LNG Export Company LLC, Oasis Pipe Line Finance Co, Warrior Pipeline LLC | $ 51 M | $ 51 M | |||||
| 2 | Equitrans Midstream Corporation | Recurrent Investment Advisors | investment | United States | United States | North America | North America | $ 47 M | $ 47 M | ||||||
| 3 | Pembina Pipeline Corporation | Recurrent Investment Advisors | investment | United States | Canada | North America | North America | $ 46 M | $ 46 M | ||||||
| 4 | Cenovus Energy Inc | Recurrent Investment Advisors | investment | United States | Canada | North America | North America | $ 42 M | $ 42 M | ||||||
| 5 | Cheniere Energy Inc | Recurrent Investment Advisors | investment | United States | United States | North America | North America | Corpus Christi Liquefaction LLC, CCL Midscale 8-9 LLC | $ 36 M | $ 36 M | |||||
| 6 | Suncor Energy Inc | Recurrent Investment Advisors | investment | United States | Canada | North America | North America | $ 35 M | $ 35 M | ||||||
| 7 | Kinder Morgan Inc | Recurrent Investment Advisors | investment | United States | United States | North America | North America | El Paso Energy Capital Trust I, Coastal Finance I, Colorado Interstate Gas Company LLC, El Paso Natural Gas Co LLC, Tennessee Gas Pipeline Company LLC, Gulf LNG Liquefaction Company LLC | $ 33 M | $ 33 M | |||||
| 8 | Enterprise Products Partners LP | Recurrent Investment Advisors | investment | United States | United States | North America | North America | SPOT Terminal Services LLC | $ 31 M | $ 31 M | |||||
| 9 | The Williams Companies Inc | Recurrent Investment Advisors | investment | United States | United States | North America | North America | Transcontinental Gas Pipe Line Company LLC | $ 29 M | $ 29 M | |||||
| 10 | Marathon Petroleum Corporation | Recurrent Investment Advisors | investment | United States | United States | North America | North America | MPLX LP | $ 26 M | $ 26 M | |||||
| 11 | ONEOK Inc | Recurrent Investment Advisors | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 23 M | $ 23 M | |||||
| 12 | Alliance Resource Partners LP | Recurrent Investment Advisors | investment | United States | United States | North America | North America | Alliance Coal LLC, Mount Vernon Transfer Terminal LLC, Alliance Resource Operating Partners LP, River View Coal LCC | $ 16 M | $ 16 M | |||||
| 13 | Enbridge Inc | Recurrent Investment Advisors | 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 | $ 14 M | $ 14 M | |||||
| 14 | TC Energy Corporation | Recurrent Investment Advisors | investment | United States | Canada | North America | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ 7 M | $ 7 M | |||||
| 15 | Shell plc | Recurrent Investment Advisors | 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 | $ 3 M | $ 3 M | |||||
| 16 | ArcelorMittal SA | Recurrent Investment Advisors | investment | United States | Luxembourg | North America | Europe (EU) | $ 2 M | $ 2 M | ||||||
| 17 | ConocoPhillips | Recurrent Investment Advisors | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 2 M | $ 2 M | |||||
| 18 | TotalEnergies SE | Recurrent Investment Advisors | investment | United States | France | North America | Europe (EU) | Total Finance SAS, Total Treasury SAS, TotalEnergies Capital SA, TotalEnergies Capital Canada Ltd, TotalEnergies Capital International SA, East African Crude Oil Pipeline (EACOP) Ltd | $ 2 M | $ 2 M | |||||
| 19 | Dow Inc | Recurrent Investment Advisors | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | ||||||
| 20 | Glencore plc | Recurrent Investment Advisors | investment | United States | Switzerland | North America | Europe (non EU) | CMC - Coal Marketing Co Ltd, Goedgevonden Joint Venture, Carbones del Cerrejon Ltd, Bulga Coal Management Pty Ltd, Glencore Finance (Europe) Ltd, Glencore Funding LLC, Liddell Coal Operations Pty Ltd, Mt Owen Pty Ltd, Ravensworth Operations Pty Ltd, Ulan Coal Mines Ltd, Glencore Group Funding Ltd, Glencore Finance (Bermuda) Ltd, Glencore Queensland Ltd, Glencore Capital Finance DAC, Finges Investment BV, Glencore (Schweiz) AG, Glencore Australia Investment Holdings Pty Ltd, Glencore Operations Australia Pty Ltd, Glencore Investment Pty Ltd, Oakbridge Pty Ltd, Rolleston Coal Holdings Pty Ltd, Mangoola Coal Operations Pty Ltd, NC Coal Co Pty Ltd, Wandoan Holdings Pty Ltd, Saxonvale Coal Pty Ltd, Enex Oakbridge Pty Ltd | $ 1 M | $ 1 M | |||||
| 21 | Exxon Mobil Corporation | Recurrent Investment Advisors | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 1 M | $ 1 M | |||||
| 22 | Posco Holdings Inc | Recurrent Investment Advisors | investment | United States | South Korea | North America | East Asia | POSCO Capital Co Ltd, Posco International Corp, Posco Engineering & Construction Co Ltd | $ <1 M | $ <1 M | |||||
| 23 | BP plc | Recurrent Investment Advisors | 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 | $ <1 M | $ <1 M | |||||
| 24 | Arch Resources Inc | Recurrent Investment Advisors | investment | United States | United States | North America | North America | Arch Coal Asia-Pacific Pte Ltd, Arch Coal Sales Co Inc, Thunder Basin Coal Co LLC, Mountain Coal Co LLC | $ <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!