updated
50 results Total investment of current selection: $ 205 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Exxon Mobil Corporation | Water Island Capital | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 81 M | $ 81 M | |||||
| 2 | Chevron Corporation | Water Island Capital | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 77 M | $ <1 M | $ 77 M | ||||
| 3 | PNM Resources Inc | Water Island Capital | investment | United States | United States | North America | North America | NM CAPITAL UTILITY CORP, Public Service Co of New Mexico | $ 12 M | $ 12 M | |||||
| 4 | Callon Petroleum Company | Water Island Capital | investment | United States | United States | North America | North America | $ 5 M | $ 6 M | $ 11 M | |||||
| 5 | PDC Energy Inc | Water Island Capital | investment | United States | United States | North America | North America | $ 7 M | $ 7 M | ||||||
| 6 | ContourGlobal Ltd | Water Island Capital | investment | United States | United Kingdom | North America | Europe (non EU) | ContourGlobal Power Holdings SA, Compania Electrica de Sochagota SA ESP, ContourGlobal Maritsa East 3 AD | $ 7 M | $ 7 M | |||||
| 7 | Equitrans Midstream Corporation | Water Island Capital | investment | United States | United States | North America | North America | $ 2 M | $ 2 M | ||||||
| 8 | Enerplus Corporation | Water Island Capital | investment | United States | Canada | North America | North America | $ 2 M | $ 2 M | ||||||
| 9 | Southwestern Energy Company | Water Island Capital | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | ||||||
| 10 | APA Corporation | Water Island Capital | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 11 | Marathon Petroleum Corporation | Water Island Capital | investment | United States | United States | North America | North America | MPLX LP | $ <1 M | $ <1 M | |||||
| 12 | Duke Energy Corporation | Water Island Capital | 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 | $ <1 M | $ <1 M | |||||
| 13 | NextEra Energy Inc | Water Island Capital | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ <1 M | $ <1 M | |||||
| 14 | NRG Energy Inc | Water Island Capital | investment | United States | United States | North America | North America | EME FINANCE UK Ltd, NRG Finance Co I LLC | $ <1 M | $ <1 M | |||||
| 15 | ONEOK Inc | Water Island Capital | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ <1 M | $ <1 M | |||||
| 16 | CenterPoint Energy Inc | Water Island Capital | investment | United States | United States | North America | North America | Vectren LLC, Houston Industries Financeco LP, Vectren Capital Corp, Southern Indiana Gas and Electric Company | $ <1 M | $ <1 M | |||||
| 17 | Venture Global LNG Inc | Water Island Capital | investment | United States | United States | North America | North America | Venture Global CP Express LLC, Venture Global CP2 LNG LLC, Venture Global Delta LNG LLC, Venture Global Delta Express LLC, Venture Global Calcasieu Pass LLC, Venture Global Plaquemines LNG LLC | $ <1 M | $ <1 M | |||||
| 18 | Mineral Resources Ltd | Water Island Capital | investment | United States | Australia | North America | Oceania | $ <1 M | $ <1 M | ||||||
| 19 | Civitas Resources Inc | Water Island Capital | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 20 | Hilcorp Energy Company | Water Island Capital | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 21 | New Fortress Energy Inc | Water Island Capital | investment | United States | United States | North America | North America | Shannon LNG Ltd, New Fortress Energy Louisiana FLNG LLC | $ <1 M | $ <1 M | |||||
| 22 | Cheniere Energy Inc | Water Island Capital | investment | United States | United States | North America | North America | Corpus Christi Liquefaction LLC, CCL Midscale 8-9 LLC | $ <1 M | $ <1 M | |||||
| 23 | The Southern Company | Water Island Capital | 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 | $ <1 M | $ <1 M | |||||
| 24 | Dominion Energy Inc | Water Island Capital | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ <1 M | $ <1 M | |||||
| 25 | NiSource Inc | Water Island Capital | 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 | $ <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!