Energy

Harness the Power of Dynamic and Sustainable Energy Solutions

Portfolio Statistics:

Compound Annual Growth Rate (CAGR): 12.03%
Average Return: 0.05%
Median Return: 0.08%
Best Day: 12.92%
Worst Day: -12.73%
Best Month: 15.37%
Worst Month: -23.46%
Max Drawdown: -56.13%
Standard Deviation (Daily Returns): 1.19%
Standard Deviation (Annualized Daily Returns): 18.85%
VaR(95%): -1.74%
CVaR(95%) / ES(95%): -2.77%
Sharpe Ratio: 0.70
Alpha: 0.08
Beta: 0.53

United States (USA)

  1. Exxon Mobil Corporation (XOM)
    • Market: NYSE
    • Listing Date: 1920-03-31
    • Description: One of the world’s largest publicly traded energy providers and chemical manufacturers, ExxonMobil specializes in oil and natural gas exploration, production, and refining.
  2. Chevron Corporation (CVX)
    • Market: NYSE
    • Listing Date: 1928-02-01
    • Description: Chevron is a global energy company involved in every aspect of the energy industry, including exploration, production, refining, and transportation of oil and natural gas.
  3. NextEra Energy, Inc. (NEE)
    • Market: NYSE
    • Listing Date: 1983-09-01
    • Description: The world’s largest utility company, NextEra Energy is a leader in renewable energy, focusing on wind and solar power generation.
  4. Duke Energy Corporation (DUK)
    • Market: NYSE
    • Listing Date: 1978-01-03
    • Description: Duke Energy is one of the largest electric power holding companies in the U.S., providing electricity to millions of customers across the Southeast and Midwest.
  5. ConocoPhillips (COP)
    • Market: NYSE
    • Listing Date: 2002-08-30
    • Description: ConocoPhillips is a global energy company with operations in oil and natural gas exploration, production, transportation, and marketing.

Brazil (Brasil) – B3 Listed

  1. Petróleo Brasileiro S.A. – Petrobras (PETR3, PETR4)
    • Market: B3 (São Paulo Stock Exchange)
    • Listing Date: 1968-12-30
    • Description: Petrobras is a Brazilian state-controlled multinational corporation in the petroleum industry, involved in oil and natural gas exploration, production, refining, and transportation.
  2. Companhia Energética de Minas Gerais (CEMIG) (CMIG3, CMIG4)
    • Market: B3 (São Paulo Stock Exchange)
    • Listing Date: 1965-02-23
    • Description: CEMIG is a Brazilian electric utility company that generates, transmits, and distributes electricity in Brazil.
  3. Engie Brasil Energia S.A. (EGIE3)
    • Market: B3 (São Paulo Stock Exchange)
    • Listing Date: 2005-04-27
    • Description: Engie Brasil is one of the largest private-sector electric power producers in Brazil, focusing on electricity generation through renewable energy sources such as hydroelectric, wind, and solar power.
  4. Eletrobras – Centrais Elétricas Brasileiras S.A. (ELET3, ELET6)
    • Market: B3 (São Paulo Stock Exchange)
    • Listing Date: 1965-08-01
    • Description: Eletrobras is a major Brazilian electric utilities company involved in electricity generation, transmission, and distribution.
  5. Cosan S.A. (CSAN3)
    • Market: B3 (São Paulo Stock Exchange)
    • Listing Date: 2005-11-29
    • Description: Cosan is a Brazilian conglomerate operating in various sectors, including energy, logistics, infrastructure, and agriculture. It is heavily involved in the production and distribution of renewable energy and biofuels, such as ethanol.

China – ADRs

  1. China Petroleum & Chemical Corporation (SNP)
    • Market: NYSE (ADR)
    • Listing Date: 2000-10-18
    • Description: Also known as Sinopec, it is one of the largest oil and gas companies in China, focusing on exploration, production, and refining.
  2. PetroChina Company Limited (PTR)
    • Market: NYSE (ADR)
    • Listing Date: 2000-04-06
    • Description: PetroChina is the largest oil and gas producer and distributor in China, involved in upstream and downstream operations.
  3. China National Offshore Oil Corporation (CNOOC Limited – CEO)
    • Market: NYSE (ADR)
    • Listing Date: 2001-02-28
    • Description: CNOOC is China’s largest producer of offshore crude oil and natural gas.
  4. Yanzhou Coal Mining Company Limited (YZCAY)
    • Market: NYSE (ADR)
    • Listing Date: 2000-03-28
    • Description: Yanzhou Coal is one of the largest coal mining companies in China, involved in coal production, processing, and sales.
  5. China Yangtze Power Co., Ltd. (CYPCF)
    • Market: OTC (ADR)
    • Listing Date: 2003-11-18
    • Description: A leading hydroelectric power generation company in China, operating the largest hydropower project in the world.

Euronext

  1. TotalEnergies SE (TTE)
    • Market: Euronext Paris
    • Listing Date: 1991-07-02
    • Description: A French multinational energy company, TotalEnergies is involved in the entire oil and gas chain, as well as renewable energies.
  2. Engie SA (ENGI.PA)
    • Market: Euronext Paris
    • Listing Date: 2005-07-01
    • Description: A French multinational electric utility company, Engie operates in electricity generation and distribution, natural gas, nuclear energy, and renewable energy sectors.
  3. Veolia Environnement S.A. (VIE.PA)
    • Market: Euronext Paris
    • Listing Date: July 20, 2000
    • Description: Veolia is a French multinational company focused on providing water management, waste management, and energy services. Veolia plays a significant role in environmental sustainability, with a growing emphasis on renewable energy solutions and resource recovery.
  4. Royal Dutch Shell plc (RDSA.AS)
    • Market: Euronext Amsterdam
    • Listing Date: 2005-07-20
    • Description: Shell is a global group of energy and petrochemical companies, focusing on oil and gas exploration, production, refining, and marketing.
  5. Iberdrola, S.A. (IBE.MC)
    • Market: Euronext Madrid
    • Listing Date: 1992-12-23
    • Description: A Spanish multinational electric utility company, Iberdrola is a global leader in wind energy and one of the largest electricity utilities in the world.

Canada

  1. Enbridge Inc. (ENB)
    • Market: TSX (Toronto Stock Exchange)
    • Listing Date: 1997-04-22
    • Description: Enbridge is a multinational pipeline company based in Canada, focused on crude oil and natural gas transportation, as well as renewable energy.
  2. Suncor Energy Inc. (SU)
    • Market: TSX
    • Listing Date: 1992-01-01
    • Description: Suncor is an integrated energy company based in Canada, specializing in oil sands extraction, refining, and marketing.
  3. Canadian Natural Resources Limited (CNQ)
    • Market: TSX
    • Listing Date: 1989-11-28
    • Description: A Canadian oil and natural gas producer, CNQ is one of the largest independent natural gas producers in the world.
  4. Pembina Pipeline Corporation (PPL.TO)
    • Market: TSX
    • Listing Date: 1997-12-18
    • Description: Pembina is a leading transportation and midstream service provider, delivering oil and natural gas products across North America.
  5. TransAlta Corporation (TA.TO)
    • Market: TSX
    • Listing Date: 1992-01-01
    • Description: TransAlta is a Canadian power generator and wholesale marketer of electricity, focusing on wind, hydro, natural gas, and coal.

United Kingdom (UK)

  1. BP p.l.c. (BP)
    • Market: LSE (London Stock Exchange)
    • Listing Date: 1909-04-03
    • Description: BP is one of the world’s leading oil and gas companies, involved in exploration, production, refining, and marketing, as well as renewable energy initiatives.
  2. Centrica plc (CNA.L)
    • Market: LSE
    • Listing Date: 1997-02-17
    • Description: Centrica is an international energy services and solutions company focused on delivering energy and services to customers in the UK, Ireland, and North America.
  3. National Grid plc (NG.L)
    • Market: LSE
    • Listing Date: 1995-12-11
    • Description: National Grid is a multinational electricity and gas utility company that operates in the UK and the Northeastern United States.
  4. SSE plc (SSE.L)
    • Market: LSE
    • Listing Date: 1998-06-15
    • Description: SSE is a UK-based energy company engaged in the generation, transmission, distribution, and supply of electricity and natural gas.
  5. Drax Group plc (DRX.L)
    • Market: LSE
    • Listing Date: 2005-12-15
    • Description: Drax is a British electrical power generation company, specializing in renewable energy and biomass power generation.

Australia

  1. Woodside Petroleum Ltd (WPL.AX)
    • Market: ASX (Australian Securities Exchange)
    • Listing Date: 1971-11-18
    • Description: Woodside is an Australian oil and gas company, primarily focused on the exploration, development, and production of hydrocarbons.
  2. Santos Ltd (STO.AX)
    • Market: ASX
    • Listing Date: 1954-01-01
    • Description: Santos is a major oil and gas exploration and production company in Australia, with operations in Australia and Asia.
  3. AGL Energy Limited (AGL.AX)
    • Market: ASX
    • Listing Date: 2006-10-12
    • Description: AGL Energy is one of Australia’s leading integrated energy companies, providing electricity, gas, and renewable energy solutions.
  4. Origin Energy Ltd (ORG.AX)
    • Market: ASX
    • Listing Date: 2000-03-01
    • Description: Origin Energy is an Australian energy company, involved in power generation, energy retailing, and natural gas exploration and production.
  5. APA Group (APA.AX)
    • Market: ASX
    • Listing Date: 2000-06-13
    • Description: APA Group owns and operates natural gas pipelines and other energy infrastructure across Australia.

Japan

    1. Tokyo Electric Power Company Holdings, Inc. (9501.T)
      • Market: TSE (Tokyo Stock Exchange)
      • Listing Date: 1951-09-10
      • Description: TEPCO is the largest electric utility in Japan, providing electricity to the Kanto region, including Tokyo.
    2. ENEOS Holdings, Inc. (5020.T)
      • Market: TSE
      • Listing Date: 1949-05-16
      • Description: ENEOS is Japan’s largest oil company, involved in oil and gas exploration, refining, and marketing, as well as renewable energy.
    3. Chubu Electric Power Co., Inc. (9502.T)
      • Market: TSE
      • Listing Date: 1951-08-01
      • Description: Chubu Electric Power is a Japanese electric utility company, providing electricity to the Chubu region and operating power plants.
    4. Kyushu Electric Power Company, Incorporated (9508.T)
      • Market: TSE
      • Listing Date: 1951-10-01
      • Description: Kyushu Electric Power supplies electricity to the Kyushu region of Japan, with operations in renewable energy and nuclear power.
  • Mitsubishi Chemical Holdings Corporation (4188.T)
    • Market: TSE (Tokyo Stock Exchange)
    • Listing Date: October 1, 2005
    • Description: Mitsubishi Chemical Holdings is a leading Japanese chemical company involved in a wide range of industries, including petrochemicals, performance products, and industrial materials. The company is also active in environmental solutions and life sciences, contributing to innovation in sustainable energy and materials.

Switzerland

  1. ABB Ltd. (ABB)
    • Market: SWX (Swiss Exchange)
    • Listing Date: 1999-06-28
    • Description: ABB is a global leader in power and automation technologies, providing solutions for electricity generation, transmission, and distribution.
  2. BKW AG (BKWN.SW)
    • Market: SWX (Swiss Exchange)
    • Listing Date: 1909-01-01
    • Description: BKW is a Swiss utility company engaged in electricity generation, transmission, and distribution, with a growing focus on renewable energy.
  3. Alpiq Holding AG (ALPH.SW)
    • Market: SWX (Swiss Exchange)
    • Listing Date: 2009-01-01
    • Description: Alpiq is a Swiss energy services provider, focusing on power generation, trading, and sales, with a strong presence in renewable energy.
  4. Repower AG (REPH.SW)
    • Market: SWX (Swiss Exchange)
    • Listing Date: 2009-01-01
    • Description: Repower is a Swiss energy company involved in electricity generation, distribution, trading, and sales, particularly in hydropower.
  5. Romande Energie Holding SA (HREN.SW)
    • Market: SWX (Swiss Exchange)
    • Listing Date: July 1, 1997
    • Description: Romande Energie is one of Switzerland’s leading electricity providers, focusing on electricity generation, distribution, and sales. The company has a strong commitment to renewable energy, particularly hydropower and solar, contributing significantly to the Swiss energy transition.
  6. Landis+Gyr Group AG (LAND.SW)
    • Market: SWX (Swiss Exchange)
    • Listing Date: July 21, 2017
    • Description: Landis+Gyr is a leading global provider of integrated energy management solutions for the utility sector. The company specializes in smart meters, advanced metering infrastructure, and energy management systems, helping utilities and consumers manage energy use efficiently.

South Korea – ADRs

  1. Korea Electric Power Corporation (KEP)
    • Market: NYSE
    • Listing Date: 1994-09-15
    • Description: KEPCO is South Korea’s largest electric utility company, involved in power generation, transmission, and distribution.
  2. SK Innovation Co., Ltd. (096770.KS)
    • Market: KRX (Korea Exchange)
    • Listing Date: 1962-06-01
    • Description: SK Innovation is a South Korean energy and petrochemical company, involved in oil refining, petrochemicals, and battery manufacturing.
  3. POSCO Energy (No Ticker)
    • Market: KRX (Korea Exchange)
    • Listing Date: 1999-08-10
    • Description: POSCO Energy is a South Korean energy company, involved in power generation, particularly in gas and renewable energy sectors.
  4. Korea Gas Corporation (036460.KS)
    • Market: KRX (Korea Exchange)
    • Listing Date: 1999-08-10
    • Description: KOGAS is the world’s largest importer of liquefied natural gas (LNG) and operates pipelines and storage facilities across South Korea.

Taiwan – ADR

  1. Taiwan Semiconductor Manufacturing Company Limited (TSM)
    • Market: NYSE (ADR)
    • Listing Date: 1997-10-08
    • Description: TSMC is the world’s largest dedicated semiconductor foundry, which plays a crucial role in the global electronics industry, including energy-efficient chip manufacturing.

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