updated
78 results Total investment of current selection: $ 2,296 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Energy Transfer LP | Westwood Holdings Group | investment | United States | United States | North America | North America | Lake Charles LNG Export Company LLC, Oasis Pipe Line Finance Co, Warrior Pipeline LLC | $ 232 M | $ 232 M | |||||
| 2 | Cheniere Energy Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | Corpus Christi Liquefaction LLC, CCL Midscale 8-9 LLC | $ 158 M | $ 158 M | |||||
| 3 | The Williams Companies Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | Transcontinental Gas Pipe Line Company LLC | $ 147 M | $ <1 M | $ 147 M | ||||
| 4 | ONEOK Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 146 M | $ <1 M | $ 146 M | ||||
| 5 | Enterprise Products Partners LP | Westwood Holdings Group | investment | United States | United States | North America | North America | SPOT Terminal Services LLC | $ 123 M | $ 123 M | |||||
| 6 | Chevron Corporation | Westwood Holdings Group | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 116 M | $ <1 M | $ 116 M | ||||
| 7 | EOG Resources Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 114 M | $ <1 M | $ 114 M | |||||
| 8 | WEC Energy Group Inc | Westwood Holdings Group | 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 | $ 102 M | $ 102 M | |||||
| 9 | Northern Oil and Gas Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 79 M | $ 4 M | $ 83 M | |||||
| 10 | Pembina Pipeline Corporation | Westwood Holdings Group | investment | United States | Canada | North America | North America | $ 81 M | $ 81 M | ||||||
| 11 | NextEra Energy Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 80 M | $ <1 M | $ 80 M | ||||
| 12 | DTE Energy Co | Westwood Holdings Group | investment | United States | United States | North America | North America | DTE CAPITAL CORP, DTE Electric Co | $ 78 M | $ <1 M | $ 78 M | ||||
| 13 | ConocoPhillips | Westwood Holdings Group | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 75 M | $ <1 M | $ 75 M | ||||
| 14 | Kinder Morgan Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | El Paso Energy Capital Trust I, Coastal Finance I, Colorado Interstate Gas Company LLC, El Paso Natural Gas Co LLC, Tennessee Gas Pipeline Company LLC, Gulf LNG Liquefaction Company LLC | $ 73 M | $ 73 M | |||||
| 15 | NorthWestern Corp | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 70 M | $ 70 M | ||||||
| 16 | Exxon Mobil Corporation | Westwood Holdings Group | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 70 M | $ <1 M | $ 70 M | ||||
| 17 | Marathon Petroleum Corporation | Westwood Holdings Group | investment | United States | United States | North America | North America | MPLX LP | $ 66 M | $ <1 M | $ 66 M | ||||
| 18 | Enerplus Corporation | Westwood Holdings Group | investment | United States | Canada | North America | North America | $ 64 M | $ 64 M | ||||||
| 19 | Avista Corp | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 62 M | $ 62 M | ||||||
| 20 | Enbridge Inc | Westwood Holdings Group | 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 | $ 59 M | $ <1 M | $ 59 M | ||||
| 21 | Equitrans Midstream Corporation | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 58 M | $ 58 M | ||||||
| 22 | SM Energy Company | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 50 M | $ 50 M | ||||||
| 23 | Diamondback Energy Inc | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 28 M | $ <1 M | $ 28 M | |||||
| 24 | Enlink Midstream LLC | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 22 M | $ <1 M | $ 22 M | |||||
| 25 | Alliant Energy Corp | Westwood Holdings Group | investment | United States | United States | North America | North America | Alliant Energy Finance LLC, Interstate Power and Light Co, Wisconsin Power and Light Co | $ 22 M | $ <1 M | $ 22 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!