updated
46 results Total investment of current selection: $ 417 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SM Energy Company | Wedge Capital Management | investment | United States | United States | North America | North America | $ 28 M | $ 28 M | ||||||
| 2 | EQT Corporation | Wedge Capital Management | investment | United States | United States | North America | North America | $ 22 M | $ 22 M | ||||||
| 3 | Ovintiv Inc | Wedge Capital Management | investment | United States | United States | North America | North America | $ 22 M | $ 22 M | ||||||
| 4 | Chesapeake Energy Corporation | Wedge Capital Management | investment | United States | United States | North America | North America | $ 22 M | $ 22 M | ||||||
| 5 | Marathon Oil Corporation | Wedge Capital Management | investment | United States | United States | North America | North America | USX Capital Trust I | $ 21 M | $ 21 M | |||||
| 6 | Range Resources Corporation | Wedge Capital Management | investment | United States | United States | North America | North America | $ 20 M | $ 20 M | ||||||
| 7 | TotalEnergies SE | Wedge Capital Management | 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 | $ 20 M | $ 20 M | |||||
| 8 | Vistra Corp | Wedge Capital Management | investment | United States | United States | North America | North America | Vistra Finance Corp, Luminant Mining Co LLC | $ 20 M | $ 20 M | |||||
| 9 | Shell plc | Wedge Capital Management | investment | United States | United Kingdom | North America | Europe (non EU) | Shell Finance Netherlands BV, Shell Finance Switzerland AG, Shell Treasury Centre East Pte Ltd, Shell Treasury Centre Ltd, Shell Treasury Luxembourg SARL, Shell International Finance BV | $ 20 M | $ 20 M | |||||
| 10 | BP plc | Wedge 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 | $ 19 M | $ 19 M | |||||
| 11 | NRG Energy Inc | Wedge Capital Management | investment | United States | United States | North America | North America | EME FINANCE UK Ltd, NRG Finance Co I LLC | $ 15 M | $ 15 M | |||||
| 12 | New Fortress Energy Inc | Wedge Capital Management | investment | United States | United States | North America | North America | Shannon LNG Ltd, New Fortress Energy Louisiana FLNG LLC | $ 14 M | $ 14 M | |||||
| 13 | APA Corporation | Wedge Capital Management | investment | United States | United States | North America | North America | $ 13 M | $ 13 M | ||||||
| 14 | Pinnacle West Capital Corp | Wedge Capital Management | investment | United States | United States | North America | North America | Arizona Public Service Co | $ 13 M | $ 13 M | |||||
| 15 | Duke Energy Corporation | Wedge 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 | $ 13 M | $ 13 M | |||||
| 16 | Evergy Inc | Wedge Capital Management | 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 | $ 13 M | $ 13 M | |||||
| 17 | OGE Energy Corp | Wedge Capital Management | investment | United States | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 13 M | $ 13 M | |||||
| 18 | PPL Corp | Wedge Capital Management | 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 | $ 13 M | $ 13 M | |||||
| 19 | Portland General Electric Co | Wedge Capital Management | investment | United States | United States | North America | North America | $ 10 M | $ 10 M | ||||||
| 20 | NorthWestern Corp | Wedge Capital Management | investment | United States | United States | North America | North America | $ 9 M | $ 9 M | ||||||
| 21 | Schlumberger Ltd (SLB) | Wedge Capital Management | investment | United States | United States | North America | North America | Schlumberger Finance Canada Ltd, Schlumberger Finance BV | $ 7 M | $ 7 M | |||||
| 22 | CNX Resources Corporation | Wedge Capital Management | investment | United States | United States | North America | North America | $ 7 M | $ 7 M | ||||||
| 23 | Diamondback Energy Inc | Wedge Capital Management | investment | United States | United States | North America | North America | $ 6 M | $ 6 M | ||||||
| 24 | Arch Resources Inc | Wedge Capital Management | investment | United States | United States | North America | North America | Arch Coal Asia-Pacific Pte Ltd, Arch Coal Sales Co Inc, Thunder Basin Coal Co LLC, Mountain Coal Co LLC | $ 6 M | $ 6 M | |||||
| 25 | Murphy Oil Corporation | Wedge Capital Management | investment | United States | United States | North America | North America | $ 5 M | $ 5 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!