updated
EP Kilroot Ltd, EP Resources CZ as, EP Infrastructure a.s., EP Power Europe as (EPPE), EPH Financing SK as, Kraftwerk Mehrum GmbH, Lausitz Energie Bergbau AG, Lausitz Energie Kraftwerke AG, Lausitz Energie Verwaltungs GmbH, LEAG Holding as, Mitteldeutsche Braunkohlengesellschaft mbH (MIBRAG), EP France SAS, Kraftwerk Schkopau GbR, Kraftwerk Schkopau Betriebsgesellschaft GmbH, EPH Financing CZ as, EP Produzione SpA, Fiume Santo SpA, Gazel Energie Generation SAS, EP Corporate Group as
| Coal Industry Sector: | Power, Mining |
| Coal Share of Revenue: |
no exact data available |
Coal Expansion Plans:
|
No |
Listed on the Global Coal Exit List 2023
| Oil and Gas Production in 2022: | No |
| Upstream Expansion:
The upstream expansion figure shows how much oil and gas resources a company is extremely likely to add to its production portfolio in the short term (approx. 1-7 years).
|
No |
| Midstream Expansion:
“Pipeline” means a company is developing ≥100km of oil or gas pipelines. “LNG” means a company is developing LNG terminals with ≥1Mt of annual gas liquefaction capacity.
|
No |
| Gas-fired Power Expansion:
“Yes” for all companies that are developing ≥100 MW of gas-fired power capacity.
|
Yes |
Listed on the Global Oil & Gas Exit List 2023
68 results Total investment of current selection: $ 424 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EP Investment Sarl | Allianz (incl. AGI, PIMCO, Allianz SE) | investment | Germany | Luxembourg | Europe (EU) | Europe (EU) | $ 71 M | $ 71 M | ||||||
| 2 | EP Investment Sarl | BlackRock | investment | United States | Luxembourg | North America | Europe (EU) | $ 63 M | $ 63 M | ||||||
| 3 | EP Investment Sarl | Sun Life Financial | investment | Canada | Luxembourg | North America | Europe (EU) | $ 42 M | $ 42 M | ||||||
| 4 | EP Investment Sarl | Deutsche Bank (incl. DWS) | investment | Germany | Luxembourg | Europe (EU) | Europe (EU) | $ 27 M | $ 27 M | ||||||
| 5 | EP Investment Sarl | Orix Corporation | investment | Japan | Luxembourg | East Asia | Europe (EU) | $ 20 M | $ 20 M | ||||||
| 6 | EP Investment Sarl | Pensioenfonds Zorg en Welzijn (PFZW) | investment | Netherlands | Luxembourg | Europe (EU) | Europe (EU) | $ 20 M | $ 20 M | ||||||
| 7 | EP Investment Sarl | DZ Bank (incl. Union Investment) | investment | Germany | Luxembourg | Europe (EU) | Europe (EU) | $ 18 M | $ 18 M | ||||||
| 8 | EP Investment Sarl | Vanguard | investment | United States | Luxembourg | North America | Europe (EU) | $ 17 M | $ 17 M | ||||||
| 9 | EP Investment Sarl | Janus Henderson | investment | United Kingdom | Luxembourg | Europe (non EU) | Europe (EU) | $ 16 M | $ 16 M | ||||||
| 10 | EP Investment Sarl | Edmond de Rothschild | investment | Switzerland | Luxembourg | Europe (non EU) | Europe (EU) | $ 14 M | $ 14 M | ||||||
| 11 | EP Investment Sarl | UBS | investment | Switzerland | Luxembourg | Europe (non EU) | Europe (EU) | $ 12 M | $ 12 M | ||||||
| 12 | EP Investment Sarl | Signal Iduna Group | investment | Germany | Luxembourg | Europe (EU) | Europe (EU) | $ 11 M | $ 11 M | ||||||
| 13 | EP Investment Sarl | Pictet | investment | Switzerland | Luxembourg | Europe (non EU) | Europe (EU) | $ 8 M | $ 8 M | ||||||
| 14 | EP Investment Sarl | Anima | investment | Italy | Luxembourg | Europe (EU) | Europe (EU) | $ 7 M | $ 7 M | ||||||
| 15 | EP Investment Sarl | BPER Banca | investment | Italy | Luxembourg | Europe (EU) | Europe (EU) | $ 6 M | $ 6 M | ||||||
| 16 | EP Investment Sarl | Nomura | investment | Japan | Luxembourg | East Asia | Europe (EU) | $ 5 M | $ 5 M | ||||||
| 17 | EP Investment Sarl | Crédit Agricole (incl. Amundi) | investment | France | Luxembourg | Europe (EU) | Europe (EU) | $ 5 M | $ 5 M | ||||||
| 18 | EP Investment Sarl | Lombard Odier | investment | Switzerland | Luxembourg | Europe (non EU) | Europe (EU) | $ 5 M | $ 5 M | ||||||
| 19 | EP Investment Sarl | TA Associates | investment | United States | Luxembourg | North America | Europe (EU) | $ 3 M | $ 3 M | ||||||
| 20 | EP Investment Sarl | Laegernes Pensionskasse | investment | Denmark | Luxembourg | Europe (EU) | Europe (EU) | $ 3 M | $ 3 M | ||||||
| 21 | EP Investment Sarl | Intesa Sanpaolo | investment | Italy | Luxembourg | Europe (EU) | Europe (EU) | $ 3 M | $ 3 M | ||||||
| 22 | EP Investment Sarl | Zantke & Cie Asset Management | investment | Germany | Luxembourg | Europe (EU) | Europe (EU) | $ 3 M | $ 3 M | ||||||
| 23 | EP Investment Sarl | Jyske Bank | investment | Denmark | Luxembourg | Europe (EU) | Europe (EU) | $ 3 M | $ 3 M | ||||||
| 24 | EP Investment Sarl | Munich Re | investment | Germany | Luxembourg | Europe (EU) | Europe (EU) | $ 3 M | $ 3 M | ||||||
| 25 | EP Investment Sarl | Raiffeisen Banking Group | investment | Austria | Luxembourg | Europe (EU) | Europe (EU) | $ 3 M | $ 3 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!