updated
98 results Total investment of current selection: $ 2,415 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 | Jackson Financial | 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 | $ 167 M | $ 167 M | |||||
| 2 | Exxon Mobil Corporation | Jackson Financial | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 116 M | $ 116 M | |||||
| 3 | Dominion Energy Inc | Jackson Financial | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 99 M | $ 99 M | |||||
| 4 | The Southern Company | Jackson Financial | 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 | $ 94 M | $ 94 M | |||||
| 5 | Sempra Energy | Jackson Financial | 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 | $ 91 M | $ 91 M | |||||
| 6 | Berkshire Hathaway Energy Company | Jackson Financial | 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 | $ 80 M | $ 80 M | |||||
| 7 | Marathon Petroleum Corporation | Jackson Financial | investment | United States | United States | North America | North America | MPLX LP | $ 4 M | $ 72 M | $ 76 M | ||||
| 8 | BP plc | Jackson Financial | 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 | $ 75 M | $ 75 M | |||||
| 9 | Burlington Northern Santa Fe LLC | Jackson Financial | investment | United States | United States | North America | North America | BNSF Railway Co | $ 63 M | $ 63 M | |||||
| 10 | Blackstone Inc | Jackson Financial | investment | United States | United States | North America | North America | Magnolia Power LLC | $ 56 M | $ 56 M | |||||
| 11 | ConocoPhillips | Jackson Financial | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 55 M | $ 55 M | |||||
| 12 | Woodside Energy Group Ltd | Jackson Financial | investment | United States | Australia | North America | Oceania | Woodside Finance Ltd | $ 53 M | $ 53 M | |||||
| 13 | Tennessee Valley Authority | Jackson Financial | investment | United States | United States | North America | North America | $ 50 M | $ 50 M | ||||||
| 14 | Shell plc | Jackson Financial | 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 | $ 44 M | $ 44 M | |||||
| 15 | Chevron Corporation | Jackson Financial | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 43 M | $ 43 M | |||||
| 16 | PT Pertamina (Persero) | Jackson Financial | investment | United States | Indonesia | North America | South-East Asia | PT Saka Energi Indonesia | $ 41 M | $ 41 M | |||||
| 17 | Venture Global LNG Inc | Jackson Financial | investment | United States | United States | North America | North America | Venture Global CP Express LLC, Venture Global CP2 LNG LLC, Venture Global Delta LNG LLC, Venture Global Delta Express LLC, Venture Global Calcasieu Pass LLC, Venture Global Plaquemines LNG LLC | $ 39 M | $ 39 M | |||||
| 18 | CMS Energy Corp | Jackson Financial | investment | United States | United States | North America | North America | Consumers Energy Co Finance II, Consumers Energy Co Finance IV, Consumers Energy Co, Consumers Power Co Financing I, Consumers Energy Co Finance III | $ 36 M | $ 36 M | |||||
| 19 | TotalEnergies SE | Jackson Financial | investment | United States | France | North America | Europe (EU) | Total Finance SAS, Total Treasury SAS, TotalEnergies Capital SA, TotalEnergies Capital Canada Ltd, TotalEnergies Capital International SA, East African Crude Oil Pipeline (EACOP) Ltd | $ 36 M | $ 36 M | |||||
| 20 | China Petrochemical Corporation (Sinopec Group) | Jackson Financial | investment | United States | China | North America | East Asia | Sinopec Engineering Group Co Ltd, China Petroleum & Chemical Corporation (Sinopec Corp), Sinopec Capital 2013 Ltd, Sinopec Tianjin LNG Co Ltd, Sinopec Finance Co Ltd, Guangxi Gas Group Co Ltd, Sinopec Century Bright Capital Investment Ltd, Sinopec Group Overseas Development (2012) Ltd, Sinopec Great Wall Energy & Chemical Co Ltd, Sinopec Group Overseas Development Ltd, Sinopec Group Overseas Development (2018) Ltd, Sinopec Group Overseas Development (2013) Ltd, Sinopec Group Overseas Development (2014) Ltd, Sinopec Group Overseas Development (2015) Ltd, Sinopec Group Overseas Development (2017) Ltd, Sinopec Group Overseas Development (2016) Ltd | $ 35 M | $ 35 M | |||||
| 21 | Cameron LNG LLC | Jackson Financial | investment | United States | United States | North America | North America | $ 35 M | $ 35 M | ||||||
| 22 | The Williams Companies Inc | Jackson Financial | investment | United States | United States | North America | North America | Transcontinental Gas Pipe Line Company LLC | $ 34 M | $ 34 M | |||||
| 23 | Hilcorp Energy Company | Jackson Financial | investment | United States | United States | North America | North America | $ 34 M | $ 34 M | ||||||
| 24 | American Electric Power Company Inc (AEP) | Jackson Financial | 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 | $ 33 M | $ 33 M | |||||
| 25 | El Paso Electric Company | Jackson Financial | investment | United States | United States | North America | North America | $ 32 M | $ 32 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!