updated
95 results Total investment of current selection: $ 605 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NextEra Energy Inc | Lombard Odier | investment | Switzerland | United States | Europe (non EU) | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 81 M | $ 4 M | $ 86 M | ||||
| 2 | Blackstone Inc | Lombard Odier | investment | Switzerland | United States | Europe (non EU) | North America | Magnolia Power LLC | $ 77 M | $ 77 M | |||||
| 3 | Exxon Mobil Corporation | Lombard Odier | investment | Switzerland | United States | Europe (non EU) | North America | Imperial Oil Ltd | $ 68 M | $ 68 M | |||||
| 4 | CSX Corp | Lombard Odier | investment | Switzerland | United States | Europe (non EU) | North America | $ 41 M | $ <1 M | $ 42 M | |||||
| 5 | SSE plc | Lombard Odier | investment | Switzerland | United Kingdom | Europe (non EU) | Europe (non EU) | $ 14 M | $ 6 M | $ 21 M | |||||
| 6 | Enel SpA | Lombard Odier | investment | Switzerland | Italy | Europe (non EU) | Europe (EU) | Endesa SA, Nuove Energie SRL, Enel Finance International NV, Enel Investment Holding BV, Endesa Financiación Filiales SA, Enel Finance America LLC | $ 6 M | $ 14 M | $ 20 M | ||||
| 7 | TotalEnergies SE | Lombard Odier | investment | Switzerland | France | Europe (non EU) | 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 | $ 18 M | $ 1 M | $ 19 M | ||||
| 8 | Siemens AG | Lombard Odier | investment | Switzerland | Germany | Europe (non EU) | Europe (EU) | $ 18 M | $ 18 M | ||||||
| 9 | Partners Group Holding AG | Lombard Odier | investment | Switzerland | Switzerland | Europe (non EU) | Europe (non EU) | $ 17 M | $ <1 M | $ 18 M | |||||
| 10 | Sempra Energy | Lombard Odier | investment | Switzerland | United States | Europe (non EU) | 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 | $ <1 M | $ 18 M | ||||
| 11 | CMS Energy Corp | Lombard Odier | investment | Switzerland | United States | Europe (non EU) | 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 | $ 11 M | $ 3 M | $ 14 M | ||||
| 12 | Chevron Corporation | Lombard Odier | investment | Switzerland | United States | Europe (non EU) | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 14 M | $ 14 M | |||||
| 13 | Electricite de France SA (EDF Group) | Lombard Odier | investment | Switzerland | France | Europe (non EU) | Europe (EU) | $ 13 M | $ 13 M | ||||||
| 14 | Eni SpA | Lombard Odier | investment | Switzerland | Italy | Europe (non EU) | Europe (EU) | Vaar Energi ASA, Eni Finance International SA | $ 9 M | $ 1 M | $ 11 M | ||||
| 15 | Shell plc | Lombard Odier | investment | Switzerland | United Kingdom | Europe (non EU) | 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 | $ 8 M | $ 2 M | $ 10 M | ||||
| 16 | Indian Railways | Lombard Odier | investment | Switzerland | India | Europe (non EU) | South Asia | Indian Railway Finance Corp Ltd | $ 10 M | $ 10 M | |||||
| 17 | Reliance Industries Ltd | Lombard Odier | investment | Switzerland | India | Europe (non EU) | South Asia | $ 6 M | $ 3 M | $ 10 M | |||||
| 18 | UltraTech Cement Ltd | Lombard Odier | investment | Switzerland | India | Europe (non EU) | South Asia | $ 7 M | $ 7 M | ||||||
| 19 | Entergy Corporation | Lombard Odier | investment | Switzerland | United States | Europe (non EU) | North America | $ 3 M | $ 4 M | $ 7 M | |||||
| 20 | Kinder Morgan Inc | Lombard Odier | investment | Switzerland | United States | Europe (non EU) | 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 | $ 7 M | $ 7 M | |||||
| 21 | Petroleo Brasileiro SA – Petrobras | Lombard Odier | investment | Switzerland | Brazil | Europe (non EU) | South America | Petrobras Global Finance BV | $ 7 M | $ <1 M | $ 7 M | ||||
| 22 | Dominion Energy Inc | Lombard Odier | investment | Switzerland | United States | Europe (non EU) | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 2 M | $ 4 M | $ 6 M | ||||
| 23 | Hyundai Motor Company | Lombard Odier | investment | Switzerland | South Korea | Europe (non EU) | East Asia | $ 6 M | $ 6 M | ||||||
| 24 | Santos Ltd | Lombard Odier | investment | Switzerland | Australia | Europe (non EU) | Oceania | Santos Finance Ltd | $ <1 M | $ 6 M | $ 6 M | ||||
| 25 | Pharos Energy plc | Lombard Odier | investment | Switzerland | United Kingdom | Europe (non EU) | Europe (non EU) | $ 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!