updated
9 results Total investment of current selection: $ 202 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Magnolia Oil & Gas Corporation | Wasatch Global Investors | investment | United States | United States | North America | North America | $ 91 M | $ 91 M | ||||||
| 2 | Matador Resources Company | Wasatch Global Investors | investment | United States | United States | North America | North America | $ 79 M | $ 79 M | ||||||
| 3 | HighPeak Energy Inc | Wasatch Global Investors | investment | United States | United States | North America | North America | $ 8 M | $ 8 M | ||||||
| 4 | TotalEnergies SE | Wasatch Global Investors | 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 | $ 7 M | $ 7 M | |||||
| 5 | Duke Energy Corporation | Wasatch Global Investors | 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 | $ 7 M | $ 7 M | |||||
| 6 | Suncor Energy Inc | Wasatch Global Investors | investment | United States | Canada | North America | North America | $ 5 M | $ 5 M | ||||||
| 7 | Evergy Inc | Wasatch Global Investors | investment | United States | United States | North America | North America | Evergy Metro Inc, Evergy Missouri West Inc, Aquila Capital LP, Evergy Kansas Central Inc, Evergy Kansas South Inc | $ 3 M | $ 3 M | |||||
| 8 | Chevron Corporation | Wasatch Global Investors | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 2 M | $ 2 M | |||||
| 9 | Partners Group Holding AG | Wasatch Global Investors | investment | United States | Switzerland | North America | Europe (non EU) | $ <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!