| Bonds: | $ 14 M |
| Total: | $ 14 M |
| Bonds: | $ 3 M |
| Shares: | $ 341 M |
| Total: | $ 345 M |
*Note that these figures cannot always be added up as some companies are active in both the coal and the oil & gas industry. Read more about this in our methodology.
19 results Total investment of current selection: $ 359 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Shares | Bonds | Total | Shares | Bonds | Total | Shares $M | Bonds $M | Total $M | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 1 | Disciplined Growth Investors | Southwestern Energy Company | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 190 M | $ 190 M | $ 190 M | $ 190 M | ||||||||
| 2 | 1 | Disciplined Growth Investors | Coterra Energy Inc | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 149 M | $ 149 M | $ 149 M | $ 149 M | ||||||||
| 3 | 1 | Disciplined Growth Investors | Pioneer Natural Resources Company | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 2 M | $ 2 M | $ 2 M | $ 2 M | ||||||||
| 4 | 1 | Disciplined Growth Investors | DTE Energy Co | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 5 | 1 | Disciplined Growth Investors | Pinnacle West Capital Corp | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 6 | 1 | Disciplined Growth Investors | Duke Energy Corp | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 7 | 1 | Disciplined Growth Investors | Shell plc | Disciplined Growth Investors | investment | United States | United Kingdom | North America | Europe (non EU) | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 8 | 1 | Disciplined Growth Investors | WEC Energy Group Inc | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 9 | 1 | Disciplined Growth Investors | Southern Co | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 10 | 1 | Disciplined Growth Investors | Ameren Corp | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 11 | 1 | Disciplined Growth Investors | CenterPoint Energy Inc | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 12 | 1 | Disciplined Growth Investors | Black Hills Corp | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 13 | 1 | Disciplined Growth Investors | CMS Energy Corp | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 14 | 1 | Disciplined Growth Investors | Canadian Natural Resources Ltd (CNRL) | Disciplined Growth Investors | investment | United States | Canada | North America | North America | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 15 | 1 | Disciplined Growth Investors | Fortis Inc | Disciplined Growth Investors | investment | United States | Canada | North America | North America | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 16 | 1 | Disciplined Growth Investors | American Electric Power Company Inc | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 17 | 1 | Disciplined Growth Investors | Berkshire Hathaway Energy Co | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 18 | 1 | Disciplined Growth Investors | BP plc | Disciplined Growth Investors | investment | United States | United Kingdom | North America | Europe (non EU) | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 19 | 1 | Disciplined Growth Investors | Chevron Corporation | Disciplined Growth Investors | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | $ <1 M | $ <1 M |
Remarks
Financial data is drawn from the commercial databases Refinitiv and EMAXX. For a selection of pension funds, data was collected from the pension funds' disclosure. The data was retrieved in January 2023, 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.
Since publications, various corrections to the data were made. The most recent update was made on 8 August 2023.
For any questions or requests for further information, please get in touch with us: financeresearch@urgewald.org