updated
63 results Total investment of current selection: $ 676 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 | CNO 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 | $ 43 M | $ 43 M | |||||
| 2 | American Electric Power Company Inc (AEP) | CNO 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 | $ 39 M | $ 39 M | |||||
| 3 | The Southern Company | CNO 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 | $ 35 M | $ 35 M | |||||
| 4 | Electricite de France SA (EDF Group) | CNO Financial Group | investment | United States | France | North America | Europe (EU) | $ 32 M | $ 32 M | ||||||
| 5 | Berkshire Hathaway Energy Company | CNO Financial Group | investment | United States | United States | North America | North America | Bridger Coal Co, MidAmerican Energy Co, MidAmerican Funding LLC, PacifiCorp Capital Corp, PacifiCorp Capital I, PacifiCorp Capital II, PacifiCorp Financial Services Inc, Sierra Pacific Power Co, PacifiCorp | $ 28 M | $ 28 M | |||||
| 6 | NiSource Inc | CNO 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 | $ 28 M | $ 28 M | |||||
| 7 | NextEra Energy Inc | CNO Financial Group | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 25 M | $ 25 M | |||||
| 8 | Sempra Energy | CNO Financial Group | 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 | $ 25 M | $ 25 M | |||||
| 9 | Alliant Energy Corp | CNO 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 | $ 23 M | $ 23 M | |||||
| 10 | OGE Energy Corp | CNO Financial Group | investment | United States | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 21 M | $ 21 M | |||||
| 11 | Marathon Petroleum Corporation | CNO Financial Group | investment | United States | United States | North America | North America | MPLX LP | $ 21 M | $ 21 M | |||||
| 12 | Pinnacle West Capital Corp | CNO Financial Group | investment | United States | United States | North America | North America | Arizona Public Service Co | $ 21 M | $ 21 M | |||||
| 13 | General Electric Company | CNO Financial Group | investment | United States | United States | North America | North America | Shady Hills Energy Center LLC | $ 20 M | $ 20 M | |||||
| 14 | Adani Group | CNO Financial Group | investment | United States | India | North America | South Asia | Adani Australia Pty Ltd, Adani Enterprises Ltd, Adani Ports and Special Economic Zone Ltd, Adani Power Ltd, Adani Energy Solutions Ltd, North Queensland Export Terminal Pty Ltd, PT Adani Global, Bravus Mining and Resources, Pench Thermal Energy (MP) Ltd, Adani Power Dahej Ltd, Adani Power (Jharkhand) Ltd, Karaikal Port Pvt Ltd, Adani Krishnapatnam Port Ltd, Mahan Energen Ltd, Bowen Rail Co Pty Ltd, Stratatech Mineral Resources Pvt Ltd, Adani Electricity Mumbai Ltd, NQXT Capital Pty Ltd, Adani Rugby Run Finance Pty Ltd, Mahanadi Mines and Minerals Pvt Ltd, CG Natural Resources Pvt Ltd, MP Natural Resources Pvt Ltd, Anuppur Thermal Energy (MP) Pvt Ltd, Katni Thermal Energy (MP) Ltd, Mirzapur Thermal Energy (UP) Pvt Ltd, Adani Infra (India) Ltd, Kalinga Alumina Ltd, Ambuja Cements Ltd | $ 19 M | $ 19 M | |||||
| 15 | Dominion Energy Inc | CNO Financial Group | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 19 M | $ 19 M | |||||
| 16 | The AES Corporation | CNO 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 | $ 17 M | $ 17 M | |||||
| 17 | WEC Energy Group Inc | CNO Financial Group | 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 | $ 15 M | $ 15 M | |||||
| 18 | CSX Corp | CNO Financial Group | investment | United States | United States | North America | North America | $ 15 M | $ 15 M | ||||||
| 19 | ONEOK Inc | CNO Financial Group | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 14 M | $ 14 M | |||||
| 20 | Burlington Northern Santa Fe LLC | CNO Financial Group | investment | United States | United States | North America | North America | BNSF Railway Co | $ 14 M | $ 14 M | |||||
| 21 | Entergy Arkansas Inc | CNO Financial Group | investment | United States | United States | North America | North America | $ 12 M | $ 12 M | ||||||
| 22 | The Dow Chemical Company | CNO Financial Group | investment | United States | United States | North America | North America | $ 12 M | $ 12 M | ||||||
| 23 | Shell plc | CNO 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 | $ 12 M | $ 12 M | |||||
| 24 | Suncor Energy Inc | CNO Financial Group | investment | United States | Canada | North America | North America | $ 12 M | $ 12 M | ||||||
| 25 | El Paso Electric Company | CNO Financial Group | investment | United States | United States | North America | North America | $ 10 M | $ 10 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!