updated
83 results Total investment of current selection: $ 394 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Chevron Corporation | Advisors Asset Management | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 38 M | $ 38 M | |||||
| 2 | Dow Inc | Advisors Asset Management | investment | United States | United States | North America | North America | $ 34 M | $ 34 M | ||||||
| 3 | Air Products and Chemicals Inc | Advisors Asset Management | investment | United States | United States | North America | North America | Jazan Integrated Gasification and Power Company | $ 27 M | $ 27 M | |||||
| 4 | Exxon Mobil Corporation | Advisors Asset Management | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 24 M | $ 24 M | |||||
| 5 | NextEra Energy Inc | Advisors Asset Management | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 23 M | $ 23 M | |||||
| 6 | ConocoPhillips | Advisors Asset Management | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 14 M | $ 14 M | |||||
| 7 | Arch Resources Inc | Advisors Asset Management | investment | United States | United States | North America | North America | Arch Coal Asia-Pacific Pte Ltd, Arch Coal Sales Co Inc, Thunder Basin Coal Co LLC, Mountain Coal Co LLC | $ 13 M | $ 13 M | |||||
| 8 | Sempra Energy | Advisors Asset 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 | $ 11 M | $ 11 M | |||||
| 9 | Dominion Energy Inc | Advisors Asset Management | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 11 M | $ 11 M | |||||
| 10 | Blackstone Inc | Advisors Asset Management | investment | United States | United States | North America | North America | Magnolia Power LLC | $ 10 M | $ 10 M | |||||
| 11 | The Williams Companies Inc | Advisors Asset Management | investment | United States | United States | North America | North America | Transcontinental Gas Pipe Line Company LLC | $ 9 M | $ 9 M | |||||
| 12 | WEC Energy Group Inc | Advisors Asset Management | 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 | $ 8 M | $ 8 M | |||||
| 13 | ONEOK Inc | Advisors Asset Management | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 8 M | $ 8 M | |||||
| 14 | Kinder Morgan Inc | Advisors Asset Management | 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 | $ 7 M | $ 7 M | |||||
| 15 | Schlumberger Ltd (SLB) | Advisors Asset Management | investment | United States | United States | North America | North America | Schlumberger Finance Canada Ltd, Schlumberger Finance BV | $ 7 M | $ 7 M | |||||
| 16 | Chesapeake Energy Corporation | Advisors Asset Management | investment | United States | United States | North America | North America | $ 6 M | $ 6 M | ||||||
| 17 | Civitas Resources Inc | Advisors Asset Management | investment | United States | United States | North America | North America | $ 6 M | $ 6 M | ||||||
| 18 | Pinnacle West Capital Corp | Advisors Asset Management | investment | United States | United States | North America | North America | Arizona Public Service Co | $ 6 M | $ 6 M | |||||
| 19 | Devon Energy Corporation | Advisors Asset Management | investment | United States | United States | North America | North America | $ 6 M | $ 6 M | ||||||
| 20 | OGE Energy Corp | Advisors Asset Management | investment | United States | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 6 M | $ 6 M | |||||
| 21 | Energy Transfer LP | Advisors Asset Management | investment | United States | United States | North America | North America | Lake Charles LNG Export Company LLC, Oasis Pipe Line Finance Co, Warrior Pipeline LLC | $ 5 M | $ 5 M | |||||
| 22 | Equitrans Midstream Corporation | Advisors Asset Management | investment | United States | United States | North America | North America | $ 5 M | $ 5 M | ||||||
| 23 | Marathon Petroleum Corporation | Advisors Asset Management | investment | United States | United States | North America | North America | MPLX LP | $ 5 M | $ 5 M | |||||
| 24 | Petroleo Brasileiro SA – Petrobras | Advisors Asset Management | investment | United States | Brazil | North America | South America | Petrobras Global Finance BV | $ 4 M | $ 4 M | |||||
| 25 | The Southern Company | Advisors Asset 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 | $ 4 M | $ 4 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!