updated
192 results Total investment of current selection: $ 4,579 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 | Aegon | investment | Netherlands | United Kingdom | Europe (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 | $ 241 M | $ 121 M | $ 362 M | ||||
| 2 | BP plc | Aegon | investment | Netherlands | United Kingdom | Europe (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 | $ 163 M | $ 199 M | $ 361 M | ||||
| 3 | Tennessee Valley Authority | Aegon | investment | Netherlands | United States | Europe (EU) | North America | $ 209 M | $ 209 M | ||||||
| 4 | SSE plc | Aegon | investment | Netherlands | United Kingdom | Europe (EU) | Europe (non EU) | $ 187 M | $ 12 M | $ 199 M | |||||
| 5 | TotalEnergies SE | Aegon | investment | Netherlands | France | Europe (EU) | Europe (EU) | Total Finance SAS, Total Treasury SAS, TotalEnergies Capital SA, TotalEnergies Capital Canada Ltd, TotalEnergies Capital International SA, East African Crude Oil Pipeline (EACOP) Ltd | $ 40 M | $ 120 M | $ 160 M | ||||
| 6 | NextEra Energy Inc | Aegon | investment | Netherlands | United States | Europe (EU) | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 110 M | $ 41 M | $ 151 M | ||||
| 7 | Chevron Corporation | Aegon | investment | Netherlands | United States | Europe (EU) | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 87 M | $ 51 M | $ 138 M | ||||
| 8 | Exxon Mobil Corporation | Aegon | investment | Netherlands | United States | Europe (EU) | North America | Imperial Oil Ltd | $ 79 M | $ 37 M | $ 116 M | ||||
| 9 | Marathon Petroleum Corporation | Aegon | investment | Netherlands | United States | Europe (EU) | North America | MPLX LP | $ 4 M | $ 107 M | $ 111 M | ||||
| 10 | Dominion Energy Inc | Aegon | investment | Netherlands | United States | Europe (EU) | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ <1 M | $ 111 M | $ 111 M | ||||
| 11 | Burlington Northern Santa Fe LLC | Aegon | investment | Netherlands | United States | Europe (EU) | North America | BNSF Railway Co | $ 97 M | $ 97 M | |||||
| 12 | CSX Corp | Aegon | investment | Netherlands | United States | Europe (EU) | North America | $ 32 M | $ 62 M | $ 95 M | |||||
| 13 | Duke Energy Corporation | Aegon | investment | Netherlands | United States | Europe (EU) | North America | Duke Capital Finance Trust I, Duke Capital Finance Trust II, Duke Energy Capital Trust II, Duke Energy Florida LLC, Duke Energy Florida Project Finance LLC, Duke Energy Indiana Inc, Duke Energy Kentucky Inc, Duke Energy Ohio Inc, Duke Energy Progress LLC, PROGRESS CAPITAL HOLDINGS INC, Progress Energy Inc, Duke Energy Carolinas LLC | $ <1 M | $ 90 M | $ 91 M | ||||
| 14 | Petroleos Mexicanos (PEMEX) | Aegon | investment | Netherlands | Mexico | Europe (EU) | Central America | Pemex Finance Ltd | $ 91 M | $ 91 M | |||||
| 15 | Occidental Petroleum Corporation | Aegon | investment | Netherlands | United States | Europe (EU) | North America | Anadarko Petroleum Corp, Anadarko Finance Co | $ <1 M | $ 85 M | $ 85 M | ||||
| 16 | The Southern Company | Aegon | investment | Netherlands | United States | Europe (EU) | 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 | $ 7 M | $ 71 M | $ 78 M | ||||
| 17 | ConocoPhillips | Aegon | investment | Netherlands | United States | Europe (EU) | North America | Polar Tankers Inc, Conoco Funding Co | $ 7 M | $ 71 M | $ 78 M | ||||
| 18 | Kinder Morgan Inc | Aegon | investment | Netherlands | United States | Europe (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 | $ 1 M | $ 72 M | $ 73 M | ||||
| 19 | National Grid plc | Aegon | investment | Netherlands | United Kingdom | Europe (EU) | Europe (non EU) | $ 66 M | $ 7 M | $ 73 M | |||||
| 20 | Enel SpA | Aegon | investment | Netherlands | Italy | Europe (EU) | Europe (EU) | Endesa SA, Nuove Energie SRL, Enel Finance International NV, Enel Investment Holding BV, Endesa Financiación Filiales SA, Enel Finance America LLC | $ 10 M | $ 47 M | $ 57 M | ||||
| 21 | Sempra Energy | Aegon | investment | Netherlands | United States | Europe (EU) | 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 | $ 2 M | $ 53 M | $ 55 M | ||||
| 22 | General Electric Company | Aegon | investment | Netherlands | United States | Europe (EU) | North America | Shady Hills Energy Center LLC | $ 54 M | $ 54 M | |||||
| 23 | American Electric Power Company Inc (AEP) | Aegon | investment | Netherlands | United States | Europe (EU) | North America | Appalachian Power Co, CSW CREDIT INC, Indiana Michigan Power Co, Kentucky Power Co, Ohio Power Co, Southwestern Electric Power Co, SWEPCO Capital I, SWEPCo Capital Trust I, Wheeling Power Co, Public Service Co of Oklahoma, AEP Generating Co | $ 53 M | $ 53 M | |||||
| 24 | Alliant Energy Corp | Aegon | investment | Netherlands | United States | Europe (EU) | North America | Alliant Energy Finance LLC, Interstate Power and Light Co, Wisconsin Power and Light Co | $ 52 M | $ 52 M | |||||
| 25 | Xcel Energy Inc | Aegon | investment | Netherlands | United States | Europe (EU) | North America | Northern States Power Co, Public Service Company of Colorado, Southwestern Public Service Capital I, Southwestern Public Service Company | $ <1 M | $ 51 M | $ 51 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!