updated
48 results Total investment of current selection: $ 1,188 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CSX Corp | Globe Life | investment | United States | United States | North America | North America | $ 85 M | $ 85 M | ||||||
| 2 | Duke Energy Corporation | Globe Life | 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 | $ 83 M | $ 83 M | |||||
| 3 | The Dow Chemical Company | Globe Life | investment | United States | United States | North America | North America | $ 81 M | $ 81 M | ||||||
| 4 | Burlington Northern Santa Fe LLC | Globe Life | investment | United States | United States | North America | North America | BNSF Railway Co | $ 65 M | $ 65 M | |||||
| 5 | NiSource Inc | Globe Life | investment | United States | United States | North America | North America | NIPSCO CAPITAL MARKETS INC, NISOURCE CAPITAL MARKETS INC, NiSource Finance Corp, Northern Indiana Public Service Co LLC | $ 56 M | $ 56 M | |||||
| 6 | Electricite de France SA (EDF Group) | Globe Life | investment | United States | France | North America | Europe (EU) | $ 55 M | $ 55 M | ||||||
| 7 | Devon Energy Corporation | Globe Life | investment | United States | United States | North America | North America | $ 52 M | $ 52 M | ||||||
| 8 | TC Energy Corporation | Globe Life | investment | United States | Canada | North America | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ 48 M | $ 48 M | |||||
| 9 | NextEra Energy Inc | Globe Life | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 42 M | $ 42 M | |||||
| 10 | Tri-State Generation and Transmission Association Inc | Globe Life | investment | United States | United States | North America | North America | Elk Ridge Mining and Reclamation LLC, Colowyo Coal Co LP | $ 40 M | $ 40 M | |||||
| 11 | Oglethorpe Power Corp | Globe Life | investment | United States | United States | North America | North America | $ 38 M | $ 38 M | ||||||
| 12 | The Southern Company | Globe Life | 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 | $ 38 M | $ 38 M | |||||
| 13 | Chevron Corporation | Globe Life | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 35 M | $ 35 M | |||||
| 14 | Dominion Energy Inc | Globe Life | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 35 M | $ 35 M | |||||
| 15 | American Electric Power Company Inc (AEP) | Globe Life | investment | United States | United States | North America | North America | Appalachian Power Co, CSW CREDIT INC, Indiana Michigan Power Co, Kentucky Power Co, Ohio Power Co, Southwestern Electric Power Co, SWEPCO Capital I, SWEPCo Capital Trust I, Wheeling Power Co, Public Service Co of Oklahoma, AEP Generating Co | $ 34 M | $ 34 M | |||||
| 16 | The Carlyle Group Inc | Globe Life | investment | United States | United States | North America | North America | Carlyle Finance LLC, Carlyle Holdings Finance LLC | $ 33 M | $ 33 M | |||||
| 17 | OGE Energy Corp | Globe Life | investment | United States | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 30 M | $ 30 M | |||||
| 18 | WEC Energy Group Inc | Globe Life | 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 | $ 30 M | $ 30 M | |||||
| 19 | Entergy Arkansas Inc | Globe Life | investment | United States | United States | North America | North America | $ 20 M | $ 20 M | ||||||
| 20 | Marathon Petroleum Corporation | Globe Life | investment | United States | United States | North America | North America | MPLX LP | $ 18 M | $ 18 M | |||||
| 21 | Basin Electric Power Cooperative | Globe Life | investment | United States | United States | North America | North America | Dakota Coal Co, Dakota Gasification Co | $ 18 M | $ 18 M | |||||
| 22 | FirstEnergy Corp | Globe Life | investment | United States | United States | North America | North America | GPU CAPITAL INC, Monongahela Power Co | $ 17 M | $ 17 M | |||||
| 23 | PPL Corp | Globe Life | investment | United States | United States | North America | North America | Kentucky Utilities Co, Louisville Gas & Electric Co, PPL Capital Funding Inc, LG&E and KU Energy LLC | $ 16 M | $ 16 M | |||||
| 24 | CNOOC Ltd | Globe Life | 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 | $ 16 M | $ 16 M | |||||
| 25 | IDACORP Inc | Globe Life | investment | United States | United States | North America | North America | Idaho Power Co, Idaho Energy Resources Co | $ 16 M | $ 16 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!