updated
11 results Total investment of current selection: $ 1,938 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CSX Corp | Soroban Capital Partners | investment | United States | United States | North America | North America | $ 1,105 M | $ 1,105 M | ||||||
| 2 | EQT Corporation | Soroban Capital Partners | investment | United States | United States | North America | North America | $ 215 M | $ 215 M | ||||||
| 3 | Cenovus Energy Inc | Soroban Capital Partners | investment | United States | Canada | North America | North America | $ 167 M | $ 167 M | ||||||
| 4 | American Electric Power Company Inc (AEP) | Soroban Capital Partners | 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 | $ 160 M | $ 160 M | |||||
| 5 | DTE Energy Co | Soroban Capital Partners | investment | United States | United States | North America | North America | DTE CAPITAL CORP, DTE Electric Co | $ 80 M | $ 80 M | |||||
| 6 | Canadian Natural Resources Ltd (CNRL) | Soroban Capital Partners | investment | United States | Canada | North America | North America | $ 75 M | $ 75 M | ||||||
| 7 | PPL Corp | Soroban Capital Partners | 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 | $ 57 M | $ 57 M | |||||
| 8 | NiSource Inc | Soroban Capital Partners | 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 | $ 30 M | $ 30 M | |||||
| 9 | CMS Energy Corp | Soroban Capital Partners | 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 | $ 25 M | $ 25 M | |||||
| 10 | WEC Energy Group Inc | Soroban Capital Partners | 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 | $ 16 M | $ 16 M | |||||
| 11 | Ameren Corp | Soroban Capital Partners | investment | United States | United States | North America | North America | Union Electric Co | $ 9 M | $ 9 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!