updated
Enea Elektrownia Polaniec SA, Enea Wytwarzanie SA, Lubelski Wegiel Bogdanka SA
| Coal Industry Sector: | Power, Mining |
| Coal Share of Revenue: |
>79% |
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
47 results Total investment of current selection: $ 247 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Enea SA | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 8 M | $ 97 M | $ 105 M | |||||
| 2 | Enea SA | PKO Bank Polski | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 1 M | $ 26 M | $ 27 M | |||||
| 3 | Enea SA | Assicurazioni Generali | investment | Italy | Poland | Europe (EU) | Europe (EU) | $ <1 M | $ 17 M | $ 17 M | |||||
| 4 | Enea SA | Vanguard | investment | United States | Poland | North America | Europe (EU) | $ 17 M | $ 17 M | ||||||
| 5 | Enea SA | Investors TFI | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 12 M | $ 12 M | ||||||
| 6 | Enea SA | Dimensional Fund Advisors | investment | United States | Poland | North America | Europe (EU) | $ 11 M | $ 11 M | ||||||
| 7 | Enea SA | BlackRock | investment | United States | Poland | North America | Europe (EU) | $ 11 M | $ 11 M | ||||||
| 8 | Enea SA | Första AP-Fonden (AP-1) | investment | Sweden | Poland | Europe (EU) | Europe (EU) | $ 8 M | $ 8 M | ||||||
| 9 | Enea SA | Goldman Sachs | investment | United States | Poland | North America | Europe (EU) | $ 4 M | $ 4 M | $ 8 M | |||||
| 10 | Enea SA | Charles Schwab | investment | United States | Poland | North America | Europe (EU) | $ 4 M | $ 4 M | ||||||
| 11 | Enea SA | Crédit Agricole (incl. Amundi) | investment | France | Poland | Europe (EU) | Europe (EU) | $ 4 M | $ 4 M | ||||||
| 12 | Enea SA | KK Investment Partners | investment | Czech Republic | Poland | Europe (EU) | Europe (EU) | $ 2 M | $ 2 M | ||||||
| 13 | Enea SA | Aviva | investment | United Kingdom | Poland | Europe (non EU) | Europe (EU) | $ 2 M | $ 2 M | ||||||
| 14 | Enea SA | Skarbiec Holding | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 2 M | $ 2 M | ||||||
| 15 | Enea SA | KBC Group | investment | Belgium | Poland | Europe (EU) | Europe (EU) | $ 1 M | $ 1 M | ||||||
| 16 | Enea SA | Superfund | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 1 M | $ 1 M | ||||||
| 17 | Enea SA | Cambria Investment Management | investment | United States | Poland | North America | Europe (EU) | $ <1 M | $ <1 M | ||||||
| 18 | Enea SA | Morgan Stanley | investment | United States | Poland | North America | Europe (EU) | $ <1 M | $ <1 M | ||||||
| 19 | Enea SA | CI Financial | investment | Canada | Poland | North America | Europe (EU) | $ <1 M | $ <1 M | ||||||
| 20 | Enea SA | State Street | investment | United States | Poland | North America | Europe (EU) | $ <1 M | $ <1 M | ||||||
| 21 | Enea SA | UNIQA | investment | Austria | Poland | Europe (EU) | Europe (EU) | $ <1 M | $ <1 M | ||||||
| 22 | Enea SA | New York State Common Retirement Fund | investment | United States | Poland | North America | Europe (EU) | $ <1 M | $ <1 M | ||||||
| 23 | Enea SA | Altus TFI | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ <1 M | $ <1 M | ||||||
| 24 | Enea SA | Deutsche Bank (incl. DWS) | investment | Germany | Poland | Europe (EU) | Europe (EU) | $ <1 M | $ <1 M | ||||||
| 25 | Enea SA | Massachusetts Pension Reserves Investments Management | investment | United States | Poland | North America | Europe (EU) | $ <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!