updated
12 results Total investment of current selection: $ 11 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Grupo Carso SAB de CV | Grupo Financiero Invex | investment | Mexico | Mexico | Central America | Central America | $ 4 M | $ 4 M | ||||||
| 2 | Comision Federal de Electricidad EPE (CFE) | Grupo Financiero Invex | investment | Mexico | Mexico | Central America | Central America | $ 4 M | $ 4 M | ||||||
| 3 | Exxon Mobil Corporation | Grupo Financiero Invex | investment | Mexico | United States | Central America | North America | Imperial Oil Ltd | $ <1 M | $ <1 M | |||||
| 4 | Chevron Corporation | Grupo Financiero Invex | investment | Mexico | United States | Central America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ <1 M | $ <1 M | |||||
| 5 | NextEra Energy Inc | Grupo Financiero Invex | investment | Mexico | United States | Central America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ <1 M | $ <1 M | |||||
| 6 | The Southern Company | Grupo Financiero Invex | investment | Mexico | United States | Central 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 | $ <1 M | $ <1 M | |||||
| 7 | Shell plc | Grupo Financiero Invex | investment | Mexico | United Kingdom | Central 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 | $ <1 M | $ <1 M | |||||
| 8 | EOG Resources Inc | Grupo Financiero Invex | investment | Mexico | United States | Central America | North America | $ <1 M | $ <1 M | ||||||
| 9 | Dow Inc | Grupo Financiero Invex | investment | Mexico | United States | Central America | North America | $ <1 M | $ <1 M | ||||||
| 10 | SSE plc | Grupo Financiero Invex | investment | Mexico | United Kingdom | Central America | Europe (non EU) | $ <1 M | $ <1 M | ||||||
| 11 | ConocoPhillips | Grupo Financiero Invex | investment | Mexico | United States | Central America | North America | Polar Tankers Inc, Conoco Funding Co | $ <1 M | $ <1 M | |||||
| 12 | Dominion Energy Inc | Grupo Financiero Invex | investment | Mexico | United States | Central America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ <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!