updated
39 results Total investment of current selection: $ 262 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Tennessee Valley Authority | Foresters Financial | investment | Canada | United States | North America | North America | $ 38 M | $ 38 M | ||||||
| 2 | Enbridge Inc | Foresters Financial | investment | Canada | Canada | North America | North America | Enbridge Gas Inc, Alliance Pipeline LP, Rio Bravo Pipeline Company LLC, East Tennessee Natural Gas LLC, Westcoast Connector Gas Transmission Ltd | $ 38 M | $ 38 M | |||||
| 3 | Duke Energy Corporation | Foresters Financial | investment | Canada | 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 | $ 22 M | $ 22 M | |||||
| 4 | Pinnacle West Capital Corp | Foresters Financial | investment | Canada | United States | North America | North America | Arizona Public Service Co | $ 18 M | $ 18 M | |||||
| 5 | Burlington Northern Santa Fe LLC | Foresters Financial | investment | Canada | United States | North America | North America | BNSF Railway Co | $ 18 M | $ 18 M | |||||
| 6 | Sempra Energy | Foresters Financial | investment | Canada | 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 | $ 17 M | $ 17 M | |||||
| 7 | TC Energy Corporation | Foresters Financial | investment | Canada | Canada | North America | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ 16 M | $ 16 M | |||||
| 8 | The Southern Company | Foresters Financial | investment | Canada | 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 | $ 15 M | $ 15 M | |||||
| 9 | Pembina Pipeline Corporation | Foresters Financial | investment | Canada | Canada | North America | North America | $ 13 M | $ 13 M | ||||||
| 10 | Enel SpA | Foresters Financial | investment | Canada | Italy | North America | Europe (EU) | Endesa SA, Nuove Energie SRL, Enel Finance International NV, Enel Investment Holding BV, Endesa Financiación Filiales SA, Enel Finance America LLC | $ 10 M | $ 10 M | |||||
| 11 | Entergy Arkansas Inc | Foresters Financial | investment | Canada | United States | North America | North America | $ 6 M | $ 6 M | ||||||
| 12 | DTE Energy Co | Foresters Financial | investment | Canada | United States | North America | North America | DTE CAPITAL CORP, DTE Electric Co | $ 6 M | $ 6 M | |||||
| 13 | Kinder Morgan Inc | Foresters Financial | investment | Canada | United States | North America | North America | El Paso Energy Capital Trust I, Coastal Finance I, Colorado Interstate Gas Company LLC, El Paso Natural Gas Co LLC, Tennessee Gas Pipeline Company LLC, Gulf LNG Liquefaction Company LLC | $ 6 M | $ 6 M | |||||
| 14 | Equinor ASA | Foresters Financial | investment | Canada | Norway | North America | Europe (non EU) | $ 5 M | $ 5 M | ||||||
| 15 | PPL Corp | Foresters Financial | investment | Canada | United States | North America | North America | Kentucky Utilities Co, Louisville Gas & Electric Co, PPL Capital Funding Inc, LG&E and KU Energy LLC | $ 5 M | $ 5 M | |||||
| 16 | OGE Energy Corp | Foresters Financial | investment | Canada | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 4 M | $ 4 M | |||||
| 17 | Marathon Petroleum Corporation | Foresters Financial | investment | Canada | United States | North America | North America | MPLX LP | $ 3 M | $ 3 M | |||||
| 18 | General Electric Company | Foresters Financial | investment | Canada | United States | North America | North America | Shady Hills Energy Center LLC | $ 3 M | $ 3 M | |||||
| 19 | Oglethorpe Power Corp | Foresters Financial | investment | Canada | United States | North America | North America | $ 3 M | $ 3 M | ||||||
| 20 | NiSource Inc | Foresters Financial | investment | Canada | United States | North America | North America | NIPSCO CAPITAL MARKETS INC, NISOURCE CAPITAL MARKETS INC, NiSource Finance Corp, Northern Indiana Public Service Co LLC | $ 3 M | $ 3 M | |||||
| 21 | Berkshire Hathaway Energy Company | Foresters Financial | investment | Canada | 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 | $ 2 M | $ 2 M | |||||
| 22 | ConocoPhillips | Foresters Financial | investment | Canada | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 2 M | $ 2 M | |||||
| 23 | NextEra Energy Inc | Foresters Financial | investment | Canada | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 2 M | $ 2 M | |||||
| 24 | WEC Energy Group Inc | Foresters Financial | investment | Canada | United States | North America | North America | WE Power LLC, Wisconsin Public Service Corp, Wisconsin Electric Power Co, Elm Road Generating Station Supercritical LLC | $ 2 M | $ 2 M | |||||
| 25 | BP plc | Foresters Financial | investment | Canada | 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 | $ 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!