updated
20 results Total investment of current selection: $ 107 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IDACORP Inc | American Trust Investment Advisors | investment | United States | United States | North America | North America | Idaho Power Co, Idaho Energy Resources Co | $ 81 M | $ 81 M | |||||
| 2 | NextEra Energy Inc | American Trust Investment Advisors | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 4 M | $ 4 M | |||||
| 3 | The Southern Company | American Trust Investment Advisors | 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 | |||||
| 4 | Cheniere Energy Inc | American Trust Investment Advisors | investment | United States | United States | North America | North America | Corpus Christi Liquefaction LLC, CCL Midscale 8-9 LLC | $ 4 M | $ 4 M | |||||
| 5 | EOG Resources Inc | American Trust Investment Advisors | investment | United States | United States | North America | North America | $ 3 M | $ 3 M | ||||||
| 6 | ConocoPhillips | American Trust Investment Advisors | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 3 M | $ 3 M | |||||
| 7 | APA Corporation | American Trust Investment Advisors | investment | United States | United States | North America | North America | $ 3 M | $ 3 M | ||||||
| 8 | NRG Energy Inc | American Trust Investment Advisors | investment | United States | United States | North America | North America | EME FINANCE UK Ltd, NRG Finance Co I LLC | $ 1 M | $ 1 M | |||||
| 9 | Chevron Corporation | American Trust Investment Advisors | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ <1 M | $ <1 M | |||||
| 10 | Exxon Mobil Corporation | American Trust Investment Advisors | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ <1 M | $ <1 M | |||||
| 11 | SM Energy Company | American Trust Investment Advisors | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 12 | National Grid plc | American Trust Investment Advisors | investment | United States | United Kingdom | North America | Europe (non EU) | $ <1 M | $ <1 M | ||||||
| 13 | Permian Resources Corporation | American Trust Investment Advisors | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 14 | Woodside Energy Group Ltd | American Trust Investment Advisors | investment | United States | Australia | North America | Oceania | Woodside Finance Ltd | $ <1 M | $ <1 M | |||||
| 15 | BP plc | American Trust Investment Advisors | 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 | $ <1 M | $ <1 M | |||||
| 16 | General Electric Company | American Trust Investment Advisors | investment | United States | United States | North America | North America | Shady Hills Energy Center LLC | $ <1 M | $ <1 M | |||||
| 17 | TotalEnergies SE | American Trust Investment Advisors | investment | United States | France | North America | 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 | $ <1 M | $ <1 M | |||||
| 18 | KKR & Co Inc | American Trust Investment Advisors | investment | United States | United States | North America | North America | KKR Financial Clo 2013 1 LTD, Kkr Group Finance Co VI Llc | $ <1 M | $ <1 M | |||||
| 19 | Matador Resources Company | American Trust Investment Advisors | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 20 | Canadian Natural Resources Ltd (CNRL) | American Trust Investment Advisors | investment | United States | Canada | North America | North America | $ <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!