updated
82 results Total investment of current selection: $ 376 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Duke Energy Corporation | FBL Financial Group | investment | United States | United States | North America | North America | Duke Capital Finance Trust I, Duke Capital Finance Trust II, Duke Energy Capital Trust II, Duke Energy Florida LLC, Duke Energy Florida Project Finance LLC, Duke Energy Indiana Inc, Duke Energy Kentucky Inc, Duke Energy Ohio Inc, Duke Energy Progress LLC, PROGRESS CAPITAL HOLDINGS INC, Progress Energy Inc, Duke Energy Carolinas LLC | $ 24 M | $ 24 M | |||||
| 2 | Dominion Energy Inc | FBL Financial Group | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 16 M | $ 16 M | |||||
| 3 | Berkshire Hathaway Energy Company | FBL Financial Group | investment | United States | United States | North America | North America | Bridger Coal Co, MidAmerican Energy Co, MidAmerican Funding LLC, PacifiCorp Capital Corp, PacifiCorp Capital I, PacifiCorp Capital II, PacifiCorp Financial Services Inc, Sierra Pacific Power Co, PacifiCorp | $ 15 M | $ 15 M | |||||
| 4 | Shell plc | FBL Financial Group | 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 | $ 15 M | $ 15 M | |||||
| 5 | APA Corporation | FBL Financial Group | investment | United States | United States | North America | North America | $ 12 M | $ 12 M | ||||||
| 6 | The AES Corporation | FBL Financial Group | investment | United States | United States | North America | North America | AES Argentina Generacion SA, AES Andes SA, AES Mong Duong Power Co Ltd, AES Ohio, DPL Inc, AES Indiana, Empresa Electrica Angamos SpA, AES Bulgaria BV, DPL Capital Trust II, Mong Duong Finance Holdings BV | $ 12 M | $ 12 M | |||||
| 7 | Sempra Energy | FBL Financial Group | investment | United States | United States | North America | 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 | $ 11 M | $ 11 M | |||||
| 8 | Oglethorpe Power Corp | FBL Financial Group | investment | United States | United States | North America | North America | $ 11 M | $ 11 M | ||||||
| 9 | Tri-State Generation and Transmission Association Inc | FBL Financial Group | investment | United States | United States | North America | North America | Elk Ridge Mining and Reclamation LLC, Colowyo Coal Co LP | $ 10 M | $ 10 M | |||||
| 10 | DTE Energy Co | FBL Financial Group | investment | United States | United States | North America | North America | DTE CAPITAL CORP, DTE Electric Co | $ 10 M | $ 10 M | |||||
| 11 | WEC Energy Group Inc | FBL Financial Group | investment | United States | United States | North America | North America | WE Power LLC, Wisconsin Public Service Corp, Wisconsin Electric Power Co, Elm Road Generating Station Supercritical LLC | $ 10 M | $ 10 M | |||||
| 12 | BP plc | FBL Financial Group | investment | United States | United Kingdom | North America | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 9 M | $ 9 M | |||||
| 13 | Electricite de France SA (EDF Group) | FBL Financial Group | investment | United States | France | North America | Europe (EU) | $ 9 M | $ 9 M | ||||||
| 14 | OGE Energy Corp | FBL Financial Group | investment | United States | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 9 M | $ 9 M | |||||
| 15 | CNOOC Ltd | FBL Financial Group | investment | United States | China (Hong Kong) | North America | East Asia | Cnooc Petroleum North America ULC, Cosl Finance (BVI) Ltd, Cnooc Finance (2015) Australia Pty Ltd, CNOOC Finance 2014 ULC, CNOOC Finance (2003) Ltd, CNOOC Finance Corp Ltd, CNOOC Finance 2013 Ltd, CNOOC Finance (2015) USA LLC | $ 8 M | $ 8 M | |||||
| 16 | Eni SpA | FBL Financial Group | investment | United States | Italy | North America | Europe (EU) | Vaar Energi ASA, Eni Finance International SA | $ 8 M | $ 8 M | |||||
| 17 | IDACORP Inc | FBL Financial Group | investment | United States | United States | North America | North America | Idaho Power Co, Idaho Energy Resources Co | $ 8 M | $ 8 M | |||||
| 18 | The Southern Company | FBL Financial Group | investment | United States | United States | North America | 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 | $ 8 M | $ 8 M | |||||
| 19 | Burlington Northern Santa Fe LLC | FBL Financial Group | investment | United States | United States | North America | North America | BNSF Railway Co | $ 7 M | $ 7 M | |||||
| 20 | Equinor ASA | FBL Financial Group | investment | United States | Norway | North America | Europe (non EU) | $ 7 M | $ 7 M | ||||||
| 21 | Cleco Corporate Holdings LLC | FBL Financial Group | investment | United States | United States | North America | North America | Cleco Power LLC, Cleco Cajun LLC | $ 7 M | $ 7 M | |||||
| 22 | NextEra Energy Inc | FBL Financial Group | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 7 M | $ 7 M | |||||
| 23 | Pinnacle West Capital Corp | FBL Financial Group | investment | United States | United States | North America | North America | Arizona Public Service Co | $ 7 M | $ 7 M | |||||
| 24 | Occidental Petroleum Corporation | FBL Financial Group | investment | United States | United States | North America | North America | Anadarko Petroleum Corp, Anadarko Finance Co | $ 6 M | $ 6 M | |||||
| 25 | Avista Corp | FBL Financial Group | investment | United States | United States | North America | North America | $ 6 M | $ 6 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!