updated
198 results Total investment of current selection: $ 5,446 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Chevron Corporation | Virtus Investment Partners | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 322 M | $ <1 M | $ 322 M | ||||
| 2 | Exxon Mobil Corporation | Virtus Investment Partners | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 301 M | $ 2 M | $ 303 M | ||||
| 3 | CMS Energy Corp | Virtus Investment 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 | $ 196 M | $ 13 M | $ 210 M | ||||
| 4 | The Southern Company | Virtus Investment Partners | 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 | $ 174 M | $ 30 M | $ 204 M | ||||
| 5 | NextEra Energy Inc | Virtus Investment Partners | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 189 M | $ 5 M | $ 194 M | ||||
| 6 | Xcel Energy Inc | Virtus Investment Partners | 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 | $ 170 M | $ 9 M | $ 180 M | ||||
| 7 | Sempra Energy | Virtus Investment Partners | 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 | $ 157 M | $ 12 M | $ 169 M | ||||
| 8 | CenterPoint Energy Inc | Virtus Investment Partners | investment | United States | United States | North America | North America | Vectren LLC, Houston Industries Financeco LP, Vectren Capital Corp, Southern Indiana Gas and Electric Company | $ 154 M | $ 154 M | |||||
| 9 | Cheniere Energy Inc | Virtus Investment Partners | investment | United States | United States | North America | North America | Corpus Christi Liquefaction LLC, CCL Midscale 8-9 LLC | $ 137 M | $ <1 M | $ 137 M | ||||
| 10 | NiSource Inc | Virtus Investment 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 | $ 109 M | $ 19 M | $ 128 M | ||||
| 11 | Ameren Corp | Virtus Investment Partners | investment | United States | United States | North America | North America | Union Electric Co | $ 128 M | $ 128 M | |||||
| 12 | Alliant Energy Corp | Virtus Investment Partners | investment | United States | United States | North America | North America | Alliant Energy Finance LLC, Interstate Power and Light Co, Wisconsin Power and Light Co | $ 105 M | $ 18 M | $ 123 M | ||||
| 13 | WEC Energy Group Inc | Virtus Investment 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 | $ 114 M | $ 3 M | $ 117 M | ||||
| 14 | Chesapeake Energy Corporation | Virtus Investment Partners | investment | United States | United States | North America | North America | $ 116 M | $ 1 M | $ 117 M | |||||
| 15 | American Electric Power Company Inc (AEP) | Virtus Investment 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 | $ 86 M | $ 29 M | $ 115 M | ||||
| 16 | DTE Energy Co | Virtus Investment Partners | investment | United States | United States | North America | North America | DTE CAPITAL CORP, DTE Electric Co | $ 100 M | $ 100 M | |||||
| 17 | Enbridge Inc | Virtus Investment Partners | 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 | $ 61 M | $ 38 M | $ 99 M | ||||
| 18 | OGE Energy Corp | Virtus Investment Partners | investment | United States | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 99 M | $ <1 M | $ 99 M | ||||
| 19 | Marathon Petroleum Corporation | Virtus Investment Partners | investment | United States | United States | North America | North America | MPLX LP | $ 76 M | $ 20 M | $ 96 M | ||||
| 20 | Air Products and Chemicals Inc | Virtus Investment Partners | investment | United States | United States | North America | North America | Jazan Integrated Gasification and Power Company | $ 89 M | $ <1 M | $ 90 M | ||||
| 21 | Ovintiv Inc | Virtus Investment Partners | investment | United States | United States | North America | North America | $ 90 M | $ 90 M | ||||||
| 22 | EOG Resources Inc | Virtus Investment Partners | investment | United States | United States | North America | North America | $ 87 M | $ <1 M | $ 88 M | |||||
| 23 | The Williams Companies Inc | Virtus Investment Partners | investment | United States | United States | North America | North America | Transcontinental Gas Pipe Line Company LLC | $ 82 M | $ 2 M | $ 84 M | ||||
| 24 | Diamondback Energy Inc | Virtus Investment Partners | investment | United States | United States | North America | North America | $ 81 M | $ <1 M | $ 81 M | |||||
| 25 | Fortis Inc | Virtus Investment Partners | investment | United States | Canada | North America | North America | UNS Energy Corp, Tucson Electric Power Co | $ 79 M | $ <1 M | $ 79 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!