updated
10 results Total investment of current selection: $ 304 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Otter Tail Corp | Cascade Investment Advisors | investment | United States | United States | North America | North America | Otter Tail Power Co | $ 294 M | $ 294 M | |||||
| 2 | ConocoPhillips | Cascade Investment Advisors | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 2 M | $ 2 M | |||||
| 3 | MDU Resources Group Inc | Cascade Investment Advisors | investment | United States | United States | North America | North America | WBI Energy Transmission Inc, Montana-Dakota Utilities Co | $ 2 M | $ 2 M | |||||
| 4 | CSX Corp | Cascade Investment Advisors | investment | United States | United States | North America | North America | $ 2 M | $ 2 M | ||||||
| 5 | Coterra Energy Inc | Cascade Investment Advisors | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | ||||||
| 6 | Kinder Morgan Inc | Cascade Investment Advisors | 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 | $ 1 M | $ 1 M | |||||
| 7 | Chevron Corporation | Cascade Investment Advisors | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 1 M | $ 1 M | |||||
| 8 | Enterprise Products Partners LP | Cascade Investment Advisors | investment | United States | United States | North America | North America | SPOT Terminal Services LLC | $ <1 M | $ <1 M | |||||
| 9 | Exxon Mobil Corporation | Cascade Investment Advisors | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ <1 M | $ <1 M | |||||
| 10 | Shell plc | Cascade Investment Advisors | 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 | $ <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!