updated
82 results Total investment of current selection: $ 1,823 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 Financial Group | 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 | $ 208 M | $ 208 M | |||||
| 2 | Marathon Petroleum Corporation | American Financial Group | investment | United States | United States | North America | North America | MPLX LP | $ 1 M | $ 95 M | $ 96 M | ||||
| 3 | NiSource Inc | American Financial Group | investment | United States | United States | North America | North America | NIPSCO CAPITAL MARKETS INC, NISOURCE CAPITAL MARKETS INC, NiSource Finance Corp, Northern Indiana Public Service Co LLC | $ 85 M | $ 85 M | |||||
| 4 | PPL Corp | American Financial Group | 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 | $ 80 M | $ 80 M | |||||
| 5 | The Dow Chemical Company | American Financial Group | investment | United States | United States | North America | North America | $ 63 M | $ 63 M | ||||||
| 6 | ConocoPhillips | American Financial Group | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ <1 M | $ 61 M | $ 62 M | ||||
| 7 | ONEOK Inc | American Financial Group | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 2 M | $ 58 M | $ 60 M | ||||
| 8 | Dominion Energy Inc | American Financial Group | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 57 M | $ 57 M | |||||
| 9 | BP plc | American Financial Group | 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 | $ 57 M | $ 57 M | |||||
| 10 | Kinder Morgan Inc | American Financial Group | 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 | $ 53 M | $ 53 M | |||||
| 11 | Burlington Northern Santa Fe LLC | American Financial Group | investment | United States | United States | North America | North America | BNSF Railway Co | $ 52 M | $ 52 M | |||||
| 12 | TC Energy Corporation | American Financial Group | investment | United States | Canada | North America | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ 48 M | $ 48 M | |||||
| 13 | Enbridge Inc | American Financial Group | investment | United States | Canada | North America | North America | Enbridge Gas Inc, Alliance Pipeline LP, Rio Bravo Pipeline Company LLC, East Tennessee Natural Gas LLC, Westcoast Connector Gas Transmission Ltd | $ 48 M | $ 48 M | |||||
| 14 | CSX Corp | American Financial Group | investment | United States | United States | North America | North America | $ 45 M | $ 45 M | ||||||
| 15 | American Electric Power Company Inc (AEP) | American Financial Group | 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 | $ 45 M | $ 45 M | |||||
| 16 | Xcel Energy Inc | American Financial Group | investment | United States | United States | North America | North America | Northern States Power Co, Public Service Company of Colorado, Southwestern Public Service Capital I, Southwestern Public Service Company | $ 45 M | $ 45 M | |||||
| 17 | The Southern Company | American Financial Group | 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 | $ 41 M | $ 41 M | |||||
| 18 | The AES Corporation | American Financial Group | investment | United States | United States | North America | North America | AES Argentina Generacion SA, AES Andes SA, AES Mong Duong Power Co Ltd, AES Ohio, DPL Inc, AES Indiana, Empresa Electrica Angamos SpA, AES Bulgaria BV, DPL Capital Trust II, Mong Duong Finance Holdings BV | $ 38 M | $ 38 M | |||||
| 19 | CMS Energy Corp | American Financial Group | 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 | $ 37 M | $ 37 M | |||||
| 20 | Pinnacle West Capital Corp | American Financial Group | investment | United States | United States | North America | North America | Arizona Public Service Co | $ 36 M | $ 36 M | |||||
| 21 | Shell plc | American Financial Group | investment | United States | United Kingdom | North America | 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 | $ <1 M | $ 30 M | $ 31 M | ||||
| 22 | Exxon Mobil Corporation | American Financial Group | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 29 M | $ 29 M | |||||
| 23 | Alliant Energy Corp | American Financial Group | investment | United States | United States | North America | North America | Alliant Energy Finance LLC, Interstate Power and Light Co, Wisconsin Power and Light Co | $ 28 M | $ 28 M | |||||
| 24 | OGE Energy Corp | American Financial Group | investment | United States | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 25 M | $ 25 M | |||||
| 25 | Ovintiv Inc | American Financial Group | investment | United States | United States | North America | North America | $ 25 M | $ 25 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!