updated
42 results Total investment of current selection: $ 88 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Shell plc | AFH Financial Group | investment | United Kingdom | United Kingdom | Europe (non EU) | 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 | $ 22 M | $ 22 M | |||||
| 2 | BP plc | AFH Financial Group | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 16 M | $ 16 M | |||||
| 3 | Exxon Mobil Corporation | AFH Financial Group | investment | United Kingdom | United States | Europe (non EU) | North America | Imperial Oil Ltd | $ 5 M | $ 5 M | |||||
| 4 | NextEra Energy Inc | AFH Financial Group | investment | United Kingdom | United States | Europe (non EU) | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 5 M | $ 5 M | |||||
| 5 | Reliance Industries Ltd | AFH Financial Group | investment | United Kingdom | India | Europe (non EU) | South Asia | $ 4 M | $ 4 M | ||||||
| 6 | CSX Corp | AFH Financial Group | investment | United Kingdom | United States | Europe (non EU) | North America | $ 4 M | $ 4 M | ||||||
| 7 | Woodside Energy Group Ltd | AFH Financial Group | investment | United Kingdom | Australia | Europe (non EU) | Oceania | Woodside Finance Ltd | $ 3 M | $ 3 M | |||||
| 8 | Glencore plc | AFH Financial Group | investment | United Kingdom | Switzerland | Europe (non EU) | 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 | $ 2 M | $ 2 M | |||||
| 9 | Marathon Petroleum Corporation | AFH Financial Group | investment | United Kingdom | United States | Europe (non EU) | North America | MPLX LP | $ 2 M | $ 2 M | |||||
| 10 | EOG Resources Inc | AFH Financial Group | investment | United Kingdom | United States | Europe (non EU) | North America | $ 2 M | $ 2 M | ||||||
| 11 | NiSource Inc | AFH Financial Group | investment | United Kingdom | United States | Europe (non EU) | North America | NIPSCO CAPITAL MARKETS INC, NISOURCE CAPITAL MARKETS INC, NiSource Finance Corp, Northern Indiana Public Service Co LLC | $ 2 M | $ 2 M | |||||
| 12 | Kinder Morgan Inc | AFH Financial Group | investment | United Kingdom | United States | Europe (non EU) | 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 | $ 2 M | $ 2 M | |||||
| 13 | Seven Group Holdings Ltd | AFH Financial Group | investment | United Kingdom | Australia | Europe (non EU) | Oceania | $ 2 M | $ 2 M | ||||||
| 14 | CLP Holdings Ltd | AFH Financial Group | investment | United Kingdom | China (Hong Kong) | Europe (non EU) | East Asia | EnergyAustralia Tallawarra Pty Ltd, Castle Peak Power Co Ltd, Castle Peak Power Finance Co Ltd, EnergyAustralia Finance Pty Ltd, CLP Power Hong Kong Financing Ltd, Apraava Energy Pvt Ltd, EnergyAustralia Pty Ltd, CLP Power Hong Kong Ltd | $ 2 M | $ 2 M | |||||
| 15 | Santos Ltd | AFH Financial Group | investment | United Kingdom | Australia | Europe (non EU) | Oceania | Santos Finance Ltd | $ 2 M | $ 2 M | |||||
| 16 | Hyundai Motor Company | AFH Financial Group | investment | United Kingdom | South Korea | Europe (non EU) | East Asia | $ 1 M | $ 1 M | ||||||
| 17 | Jardine Matheson Holdings Ltd | AFH Financial Group | investment | United Kingdom | China (Hong Kong) | Europe (non EU) | East Asia | Jardine Cycle & Carriage Ltd, PT United Tractors Tbk, PT Pamapersada Nusantara, PT Prima Multi Mineral, PT Tuah Turangga Agung, PT Kalimantan Prima Persada, PT Astra International Tbk, PT Surya Artha Nusantara Finance | $ 1 M | $ 1 M | |||||
| 18 | General Electric Company | AFH Financial Group | investment | United Kingdom | United States | Europe (non EU) | North America | Shady Hills Energy Center LLC | $ 1 M | $ 1 M | |||||
| 19 | Entergy Corporation | AFH Financial Group | investment | United Kingdom | United States | Europe (non EU) | North America | $ 1 M | $ 1 M | ||||||
| 20 | Chevron Corporation | AFH Financial Group | investment | United Kingdom | United States | Europe (non EU) | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 1 M | $ 1 M | |||||
| 21 | ConocoPhillips | AFH Financial Group | investment | United Kingdom | United States | Europe (non EU) | North America | Polar Tankers Inc, Conoco Funding Co | $ 1 M | $ 1 M | |||||
| 22 | China National Petroleum Corporation (CNPC) | AFH Financial Group | investment | United Kingdom | China | Europe (non EU) | East Asia | SNPS-Aktobemunaygaz AO, PetroChina Company Ltd, CNPC Capital Co Ltd, KunLun Energy Company Ltd, CNPC General Capital Ltd, Petrochina Kunlun Gas Co Ltd | $ <1 M | $ <1 M | |||||
| 23 | Harbour Energy plc | AFH Financial Group | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | $ <1 M | $ <1 M | ||||||
| 24 | Dominion Energy Inc | AFH Financial Group | investment | United Kingdom | United States | Europe (non EU) | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ <1 M | $ <1 M | |||||
| 25 | National Grid plc | AFH Financial Group | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | $ <1 M | $ <1 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!