updated
77 results Total investment of current selection: $ 1,540 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Duke Energy Corporation | American Equity | investment | United States | United States | North America | 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 | $ 121 M | $ 121 M | |||||
| 2 | The Dow Chemical Company | American Equity | investment | United States | United States | North America | North America | $ 87 M | $ 87 M | ||||||
| 3 | CMS Energy Corp | American Equity | investment | United States | United States | North America | North America | Consumers Energy Co Finance II, Consumers Energy Co Finance IV, Consumers Energy Co, Consumers Power Co Financing I, Consumers Energy Co Finance III | $ 69 M | $ 69 M | |||||
| 4 | Burlington Northern Santa Fe LLC | American Equity | investment | United States | United States | North America | North America | BNSF Railway Co | $ 63 M | $ 63 M | |||||
| 5 | Exxon Mobil Corporation | American Equity | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 58 M | $ 58 M | |||||
| 6 | Dominion Energy Inc | American Equity | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 51 M | $ 51 M | |||||
| 7 | Sempra Energy | American Equity | 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 | $ 47 M | $ 47 M | |||||
| 8 | American Electric Power Company Inc (AEP) | American Equity | investment | United States | United States | North America | 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 | $ 46 M | $ 46 M | |||||
| 9 | Electricite de France SA (EDF Group) | American Equity | investment | United States | France | North America | Europe (EU) | $ 41 M | $ 41 M | ||||||
| 10 | PPL Corp | American Equity | investment | United States | United States | North America | North America | Kentucky Utilities Co, Louisville Gas & Electric Co, PPL Capital Funding Inc, LG&E and KU Energy LLC | $ 41 M | $ 41 M | |||||
| 11 | ONEOK Inc | American Equity | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 40 M | $ 40 M | |||||
| 12 | Marathon Petroleum Corporation | American Equity | investment | United States | United States | North America | North America | MPLX LP | $ 38 M | $ 38 M | |||||
| 13 | Alliant Energy Corp | American Equity | investment | United States | United States | North America | North America | Alliant Energy Finance LLC, Interstate Power and Light Co, Wisconsin Power and Light Co | $ 37 M | $ 37 M | |||||
| 14 | TC Energy Corporation | American Equity | investment | United States | Canada | North America | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ 34 M | $ 34 M | |||||
| 15 | Glencore plc | American Equity | investment | United States | Switzerland | North America | 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 | $ 33 M | $ 33 M | |||||
| 16 | OGE Energy Corp | American Equity | investment | United States | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 32 M | $ 32 M | |||||
| 17 | Pinnacle West Capital Corp | American Equity | investment | United States | United States | North America | North America | Arizona Public Service Co | $ 28 M | $ 28 M | |||||
| 18 | WEC Energy Group Inc | American Equity | 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 | $ 28 M | $ 28 M | |||||
| 19 | QatarEnergy | American Equity | investment | United States | Qatar | North America | Middle East | Ras Laffan Liquefied Natural Gas Co Ltd, Golden Pass LNG Terminal LLC | $ 28 M | $ 28 M | |||||
| 20 | ConocoPhillips | American Equity | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 27 M | $ 27 M | |||||
| 21 | Tri-State Generation and Transmission Association Inc | American Equity | investment | United States | United States | North America | North America | Elk Ridge Mining and Reclamation LLC, Colowyo Coal Co LP | $ 27 M | $ 27 M | |||||
| 22 | NextEra Energy Inc | American Equity | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 26 M | $ 26 M | |||||
| 23 | Oglethorpe Power Corp | American Equity | investment | United States | United States | North America | North America | $ 26 M | $ 26 M | ||||||
| 24 | Ameren Corp | American Equity | investment | United States | United States | North America | North America | Union Electric Co | $ 26 M | $ 26 M | |||||
| 25 | BP plc | American Equity | investment | United States | United Kingdom | North America | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 26 M | $ 26 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!