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Ecopetrol S.A.
Ricardo Roa Barragán · Asset Manager · Value
Ecopetrol S.A. is a vertically integrated energy company and the largest corporation in Colombia. Founded in 1948 as a state-owned enterprise, it operates across the entire hydrocarbon value chain, including exploration, production, refining, and transportation of oil and gas. The company is majority-owned by the Colombian government and has expanded its focus to include renewable energy and electric power transmission, notably through its 2021 acquisition of Interconexión Eléctrica S.A. (ISA). Ecopetrol is a key driver of Colombia's economy and is currently executing a long-term strategy, 'Energy that Transforms,' aimed at leading the regional energy transition. The institution focuses on maintaining energy security while diversifying its portfolio toward low-emission technologies and decarbonization goals.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | 0.0% |
| YTD return | -9.0% |
| Sharpe ratio | 0.18 |
| Win rate | 0% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.ecopetrol.com.co |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| IESFY | Interconnection Electric SA ESP | 100.0% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | IESFY | 0.0% → 100.0% |
Investment Style Analysis
Ecopetrol S.A. is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Utilities - Regulated Electric sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, Ecopetrol S.A. made a significant move by increasing exposure to IESFY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Ecopetrol's investment philosophy is centered on its '2040 Strategy: Energy that Transforms,' which balances the optimization of traditional hydrocarbon assets with a significant shift toward low-emission energy sources. The strategy prioritizes capital discipline and the generation of sustainable value through the 'SosTECnibility' framework, focusing on environmental, social, and governance (ESG) excellence. Key objectives include diversifying the energy matrix into green hydrogen and renewable electricity, leveraging its subsidiary ISA for power transmission, and achieving net-zero carbon emissions by 2050 while maintaining its role as Colombia's primary energy provider.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Ecopetrol S.A..
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Frequently asked questions
How is the simulated portfolio for Ecopetrol S.A. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Ecopetrol S.A.'s largest holding?
As of the latest filing, Ecopetrol S.A.'s top position is Interconnection Electric SA ESP (IESFY), representing 100.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is Ecopetrol S.A.'s historical performance and risk profile?
Our simulation indicates a total return of 0.0%. Notably, the portfolio maintains a Sharpe Ratio of 0.18, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Ecopetrol S.A. primarily invest in?
Ecopetrol S.A. has a strong preference for the Utilities - Regulated Electric sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is Ecopetrol S.A.'s portfolio concentrated or diversified?
Ecopetrol S.A. runs a highly concentrated portfolio with 1 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Ecopetrol S.A. performed in 2026?
Our AI-simulated model portfolio for Ecopetrol S.A. tracks a Year-to-Date (YTD) return of -9.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ricardo Roa Barragán manage Ecopetrol S.A. directly?
Yes, Ricardo Roa Barragán serves as the key portfolio manager for Ecopetrol S.A., overseeing the investment strategy and final capital allocation decisions.