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Wellington Management

(United States)



Listed on the Coal Policy Tracker



Total value of assets invested/managed by Wellington Management: $ 52,054 M in 288 companies

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288 results  Total investment of current selection: $ 52,054 M


# Name Name Name Type Country of HQ Country of HQ Country of HQ Sectors subsidiaries Shares $M Bonds $M Total $M
1 ConocoPhillips Wellington Management investment United States United States North America North America Polar Tankers Inc, Conoco Funding Co 4,687 M 52 M 4,740 M
2 Duke Energy Corporation Wellington 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 2,208 M 943 M 3,151 M
3 EOG Resources Inc Wellington Management investment United States United States North America North America 2,832 M 20 M 2,852 M
4 Sempra Energy Wellington Management 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 2,027 M 402 M 2,429 M
5 American Electric Power Company Inc (AEP) Wellington Management 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 2,309 M 98 M 2,407 M
6 Diamondback Energy Inc Wellington Management investment United States United States North America North America 2,142 M 26 M 2,168 M
7 Barrick Gold Corporation Wellington Management investment United States Canada North America North America Barrick (PD) Australia Finance Pty Ltd 1,820 M 1,820 M
8 EQT Corporation Wellington Management investment United States United States North America North America 1,792 M 4 M 1,796 M
9 Shell plc Wellington 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 1,030 M 538 M 1,567 M
10 Glencore plc Wellington Management investment United States Switzerland North America Europe (non EU) CMC - Coal Marketing Co Ltd, Goedgevonden Joint Venture, Carbones del Cerrejon Ltd, Bulga Coal Management Pty Ltd, Glencore Finance (Europe) Ltd, Glencore Funding LLC, Liddell Coal Operations Pty Ltd, Mt Owen Pty Ltd, Ravensworth Operations Pty Ltd, Ulan Coal Mines Ltd, Glencore Group Funding Ltd, Glencore Finance (Bermuda) Ltd, Glencore Queensland Ltd, Glencore Capital Finance DAC, Finges Investment BV, Glencore (Schweiz) AG, Glencore Australia Investment Holdings Pty Ltd, Glencore Operations Australia Pty Ltd, Glencore Investment Pty Ltd, Oakbridge Pty Ltd, Rolleston Coal Holdings Pty Ltd, Mangoola Coal Operations Pty Ltd, NC Coal Co Pty Ltd, Wandoan Holdings Pty Ltd, Saxonvale Coal Pty Ltd, Enex Oakbridge Pty Ltd 1,265 M 230 M 1,496 M
11 Dominion Energy Inc Wellington Management investment United States United States North America North America Virginia Electric and Power Co, Dominion Energy South Carolina Inc 869 M 618 M 1,487 M
12 BP plc Wellington 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 795 M 631 M 1,427 M
13 Coterra Energy Inc Wellington Management investment United States United States North America North America 1,393 M 11 M 1,404 M
14 KKR & Co Inc Wellington Management investment United States United States North America North America KKR Financial Clo 2013 1 LTD, Kkr Group Finance Co VI Llc 1,343 M <1 M 1,343 M
15 NextEra Energy Inc Wellington Management investment United States United States North America North America NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC 991 M 283 M 1,275 M
16 Enbridge Inc Wellington Management 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 1,118 M 145 M 1,263 M
17 Schlumberger Ltd (SLB) Wellington Management investment United States United States North America North America Schlumberger Finance Canada Ltd, Schlumberger Finance BV 1,210 M <1 M 1,210 M
18 TotalEnergies SE Wellington 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 1,120 M 10 M 1,130 M
19 Exxon Mobil Corporation Wellington Management investment United States United States North America North America Imperial Oil Ltd 665 M 248 M 913 M
20 The Southern Company Wellington Management 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 248 M 629 M 877 M
21 Cenovus Energy Inc Wellington Management investment United States Canada North America North America 742 M 2 M 744 M
22 Siemens AG Wellington Management investment United States Germany North America Europe (EU) 691 M 691 M
23 Chevron Corporation Wellington Management investment United States United States North America North America Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP 611 M 21 M 633 M
24 PPL Corp Wellington 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 571 M 21 M 592 M
25 Equinor ASA Wellington Management investment United States Norway North America Europe (non EU) 363 M 223 M 586 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!