updated
94 results Total investment of current selection: $ 660 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Marathon Petroleum Corporation | Richmond Capital Management | investment | United States | United States | North America | North America | MPLX LP | $ 53 M | $ 53 M | |||||
| 2 | Duke Energy Corporation | Richmond Capital 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 | $ 52 M | $ 52 M | |||||
| 3 | ONEOK Inc | Richmond Capital Management | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 41 M | $ 41 M | |||||
| 4 | BP plc | Richmond Capital Management | 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 | $ 33 M | $ 33 M | |||||
| 5 | Exxon Mobil Corporation | Richmond Capital Management | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 30 M | $ 30 M | |||||
| 6 | Sempra Energy | Richmond Capital 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 | $ 22 M | $ 22 M | |||||
| 7 | Saudi Arabian Oil Company (Saudi Aramco) | Richmond Capital Management | investment | United States | Saudi Arabia | North America | Middle East | Saudi Basic Industries Corporation (SABIC) | $ 21 M | $ 21 M | |||||
| 8 | Kinder Morgan Inc | Richmond Capital Management | 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 | $ 20 M | $ 20 M | |||||
| 9 | NextEra Energy Inc | Richmond Capital Management | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 20 M | $ 20 M | |||||
| 10 | The Southern Company | Richmond Capital 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 | $ 19 M | $ 19 M | |||||
| 11 | DTE Energy Co | Richmond Capital Management | investment | United States | United States | North America | North America | DTE CAPITAL CORP, DTE Electric Co | $ 17 M | $ 17 M | |||||
| 12 | Dominion Energy Inc | Richmond Capital Management | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 17 M | $ 17 M | |||||
| 13 | Berkshire Hathaway Energy Company | Richmond Capital Management | investment | United States | United States | North America | North America | Bridger Coal Co, MidAmerican Energy Co, MidAmerican Funding LLC, PacifiCorp Capital Corp, PacifiCorp Capital I, PacifiCorp Capital II, PacifiCorp Financial Services Inc, Sierra Pacific Power Co, PacifiCorp | $ 16 M | $ 16 M | |||||
| 14 | JSC NC KazMunayGas (KMG) | Richmond Capital Management | investment | United States | Kazakhstan | North America | Central & Western Asia | KazMunaiGaz Finance Sub BV | $ 12 M | $ 12 M | |||||
| 15 | Calpine Corporation | Richmond Capital Management | investment | United States | United States | North America | North America | $ 12 M | $ 12 M | ||||||
| 16 | Oglethorpe Power Corp | Richmond Capital Management | investment | United States | United States | North America | North America | $ 11 M | $ 11 M | ||||||
| 17 | NRG Energy Inc | Richmond Capital Management | investment | United States | United States | North America | North America | EME FINANCE UK Ltd, NRG Finance Co I LLC | $ 11 M | $ 11 M | |||||
| 18 | Petroleos Mexicanos (PEMEX) | Richmond Capital Management | investment | United States | Mexico | North America | Central America | Pemex Finance Ltd | $ 10 M | $ 10 M | |||||
| 19 | CSX Corp | Richmond Capital Management | investment | United States | United States | North America | North America | $ 10 M | $ 10 M | ||||||
| 20 | NiSource Inc | Richmond Capital 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 | $ 10 M | $ 10 M | |||||
| 21 | Ameren Corp | Richmond Capital Management | investment | United States | United States | North America | North America | Union Electric Co | $ 10 M | $ 10 M | |||||
| 22 | TC Energy Corporation | Richmond Capital Management | investment | United States | Canada | North America | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ 9 M | $ 9 M | |||||
| 23 | Cameron LNG LLC | Richmond Capital Management | investment | United States | United States | North America | North America | $ 9 M | $ 9 M | ||||||
| 24 | The Williams Companies Inc | Richmond Capital Management | investment | United States | United States | North America | North America | Transcontinental Gas Pipe Line Company LLC | $ 9 M | $ 9 M | |||||
| 25 | CMS Energy Corp | Richmond Capital 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 | $ 8 M | $ 8 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!