updated
153 results Total investment of current selection: $ 8,912 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Shell plc | DZ Bank (incl. Union Investment) | investment | Germany | United Kingdom | Europe (EU) | 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 | $ 1,259 M | $ 10 M | $ 1,269 M | ||||
| 2 | TotalEnergies SE | DZ Bank (incl. Union Investment) | investment | Germany | France | Europe (EU) | 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 | $ 952 M | $ 120 M | $ 1,072 M | ||||
| 3 | General Electric Company | DZ Bank (incl. Union Investment) | investment | Germany | United States | Europe (EU) | North America | Shady Hills Energy Center LLC | $ 866 M | $ 1 M | $ 867 M | ||||
| 4 | Siemens AG | DZ Bank (incl. Union Investment) | investment | Germany | Germany | Europe (EU) | Europe (EU) | $ 865 M | $ 865 M | ||||||
| 5 | EOG Resources Inc | DZ Bank (incl. Union Investment) | investment | Germany | United States | Europe (EU) | North America | $ 639 M | $ 639 M | ||||||
| 6 | Exxon Mobil Corporation | DZ Bank (incl. Union Investment) | investment | Germany | United States | Europe (EU) | North America | Imperial Oil Ltd | $ 602 M | $ 13 M | $ 615 M | ||||
| 7 | ConocoPhillips | DZ Bank (incl. Union Investment) | investment | Germany | United States | Europe (EU) | North America | Polar Tankers Inc, Conoco Funding Co | $ 477 M | $ 477 M | |||||
| 8 | BP plc | DZ Bank (incl. Union Investment) | investment | Germany | United Kingdom | Europe (EU) | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 206 M | $ 118 M | $ 324 M | ||||
| 9 | CMS Energy Corp | DZ Bank (incl. Union Investment) | investment | Germany | United States | Europe (EU) | 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 | $ 288 M | $ 3 M | $ 290 M | ||||
| 10 | National Grid plc | DZ Bank (incl. Union Investment) | investment | Germany | United Kingdom | Europe (EU) | Europe (non EU) | $ 210 M | $ 32 M | $ 242 M | |||||
| 11 | SSE plc | DZ Bank (incl. Union Investment) | investment | Germany | United Kingdom | Europe (EU) | Europe (non EU) | $ 189 M | $ 19 M | $ 208 M | |||||
| 12 | Enel SpA | DZ Bank (incl. Union Investment) | investment | Germany | Italy | Europe (EU) | Europe (EU) | Endesa SA, Nuove Energie SRL, Enel Finance International NV, Enel Investment Holding BV, Endesa Financiación Filiales SA, Enel Finance America LLC | $ 57 M | $ 132 M | $ 189 M | ||||
| 13 | RWE AG | DZ Bank (incl. Union Investment) | investment | Germany | Germany | Europe (EU) | Europe (EU) | RWE Power AG, RWE Supply & Trading GmbH | $ 168 M | $ 168 M | |||||
| 14 | CSX Corp | DZ Bank (incl. Union Investment) | investment | Germany | United States | Europe (EU) | North America | $ 119 M | $ 119 M | ||||||
| 15 | E.ON SE | DZ Bank (incl. Union Investment) | investment | Germany | Germany | Europe (EU) | Europe (EU) | $ 83 M | $ 13 M | $ 96 M | |||||
| 16 | Equinor ASA | DZ Bank (incl. Union Investment) | investment | Germany | Norway | Europe (EU) | Europe (non EU) | $ 71 M | $ 18 M | $ 89 M | |||||
| 17 | Partners Group Holding AG | DZ Bank (incl. Union Investment) | investment | Germany | Switzerland | Europe (EU) | Europe (non EU) | $ 67 M | $ 67 M | ||||||
| 18 | Sempra Energy | DZ Bank (incl. Union Investment) | investment | Germany | United States | Europe (EU) | 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 | $ 52 M | $ 11 M | $ 62 M | ||||
| 19 | Schlumberger Ltd (SLB) | DZ Bank (incl. Union Investment) | investment | Germany | United States | Europe (EU) | North America | Schlumberger Finance Canada Ltd, Schlumberger Finance BV | $ 52 M | $ 3 M | $ 55 M | ||||
| 20 | ONEOK Inc | DZ Bank (incl. Union Investment) | investment | Germany | United States | Europe (EU) | North America | Saguaro Connector Pipeline LLC | $ 50 M | $ 2 M | $ 52 M | ||||
| 21 | The Southern Company | DZ Bank (incl. Union Investment) | investment | Germany | United States | Europe (EU) | 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 | $ 3 M | $ 46 M | $ 49 M | ||||
| 22 | NRG Energy Inc | DZ Bank (incl. Union Investment) | investment | Germany | United States | Europe (EU) | North America | EME FINANCE UK Ltd, NRG Finance Co I LLC | $ 44 M | $ 2 M | $ 47 M | ||||
| 23 | Reliance Industries Ltd | DZ Bank (incl. Union Investment) | investment | Germany | India | Europe (EU) | South Asia | $ 34 M | $ 8 M | $ 43 M | |||||
| 24 | The Williams Companies Inc | DZ Bank (incl. Union Investment) | investment | Germany | United States | Europe (EU) | North America | Transcontinental Gas Pipe Line Company LLC | $ 39 M | $ <1 M | $ 40 M | ||||
| 25 | Air Products and Chemicals Inc | DZ Bank (incl. Union Investment) | investment | Germany | United States | Europe (EU) | North America | Jazan Integrated Gasification and Power Company | $ 28 M | $ 9 M | $ 37 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!