updated
28 results Total investment of current selection: $ 2,236 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BP plc | Mondrian Investment Partners | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 487 M | $ 487 M | |||||
| 2 | SSE plc | Mondrian Investment Partners | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | $ 407 M | $ 407 M | ||||||
| 3 | TC Energy Corporation | Mondrian Investment Partners | investment | United Kingdom | Canada | Europe (non EU) | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ 365 M | $ 365 M | |||||
| 4 | Aurizon Holdings Ltd | Mondrian Investment Partners | investment | United Kingdom | Australia | Europe (non EU) | Oceania | Aurizon Finance Pty Ltd, One Rail Australia Pty Ltd | $ 283 M | $ 283 M | |||||
| 5 | Shell plc | Mondrian Investment Partners | investment | United Kingdom | 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 | $ 207 M | $ 207 M | |||||
| 6 | Petroleo Brasileiro SA – Petrobras | Mondrian Investment Partners | investment | United Kingdom | Brazil | Europe (non EU) | South America | Petrobras Global Finance BV | $ 125 M | $ 125 M | |||||
| 7 | Barrick Gold Corporation | Mondrian Investment Partners | investment | United Kingdom | Canada | Europe (non EU) | North America | Barrick (PD) Australia Finance Pty Ltd | $ 98 M | $ 98 M | |||||
| 8 | Exxon Mobil Corporation | Mondrian Investment Partners | investment | United Kingdom | United States | Europe (non EU) | North America | Imperial Oil Ltd | $ 90 M | $ <1 M | $ 90 M | ||||
| 9 | Enel SpA | Mondrian Investment Partners | investment | United Kingdom | 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 | $ 63 M | $ 63 M | |||||
| 10 | Snam SpA | Mondrian Investment Partners | investment | United Kingdom | Italy | Europe (non EU) | Europe (EU) | Ravenna LNG Terminal SRL, Enura SpA | $ 54 M | $ 54 M | |||||
| 11 | Jardine Matheson Holdings Ltd | Mondrian Investment Partners | investment | United Kingdom | China (Hong Kong) | Europe (non EU) | East Asia | Jardine Cycle & Carriage Ltd, PT United Tractors Tbk, PT Pamapersada Nusantara, PT Prima Multi Mineral, PT Tuah Turangga Agung, PT Kalimantan Prima Persada, PT Astra International Tbk, PT Surya Artha Nusantara Finance | $ 28 M | $ 28 M | |||||
| 12 | Eni SpA | Mondrian Investment Partners | investment | United Kingdom | Italy | Europe (non EU) | Europe (EU) | Vaar Energi ASA, Eni Finance International SA | $ 19 M | $ 19 M | |||||
| 13 | Equinor ASA | Mondrian Investment Partners | investment | United Kingdom | Norway | Europe (non EU) | Europe (non EU) | $ 5 M | $ 5 M | ||||||
| 14 | Patria Investments Ltd | Mondrian Investment Partners | investment | United Kingdom | Cayman Islands | Europe (non EU) | Caribbean | Marlim Azul Energia SA (ARKE) | $ 2 M | $ 2 M | |||||
| 15 | EOG Resources Inc | Mondrian Investment Partners | investment | United Kingdom | United States | Europe (non EU) | North America | $ <1 M | $ <1 M | ||||||
| 16 | China National Petroleum Corporation (CNPC) | Mondrian Investment Partners | investment | United Kingdom | China | Europe (non EU) | East Asia | SNPS-Aktobemunaygaz AO, PetroChina Company Ltd, CNPC Capital Co Ltd, KunLun Energy Company Ltd, CNPC General Capital Ltd, Petrochina Kunlun Gas Co Ltd | $ <1 M | $ <1 M | |||||
| 17 | Abu Dhabi National Oil Company (ADNOC) | Mondrian Investment Partners | investment | United Kingdom | United Arab Emirates | Europe (non EU) | Middle East | ADNOC Gas plc | $ <1 M | $ <1 M | |||||
| 18 | CNOOC Ltd | Mondrian Investment Partners | investment | United Kingdom | China (Hong Kong) | Europe (non EU) | 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 | $ <1 M | $ <1 M | |||||
| 19 | PPL Corp | Mondrian Investment Partners | investment | United Kingdom | United States | Europe (non EU) | North America | Kentucky Utilities Co, Louisville Gas & Electric Co, PPL Capital Funding Inc, LG&E and KU Energy LLC | $ <1 M | $ <1 M | |||||
| 20 | Reliance Industries Ltd | Mondrian Investment Partners | investment | United Kingdom | India | Europe (non EU) | South Asia | $ <1 M | $ <1 M | ||||||
| 21 | Duke Energy Corporation | Mondrian Investment Partners | investment | United Kingdom | United States | Europe (non EU) | 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 | $ <1 M | $ <1 M | |||||
| 22 | NRG Energy Inc | Mondrian Investment Partners | investment | United Kingdom | United States | Europe (non EU) | North America | EME FINANCE UK Ltd, NRG Finance Co I LLC | $ <1 M | $ <1 M | |||||
| 23 | Glencore plc | Mondrian Investment Partners | investment | United Kingdom | Switzerland | Europe (non EU) | Europe (non EU) | CMC - Coal Marketing Co Ltd, Goedgevonden Joint Venture, Carbones del Cerrejon Ltd, Bulga Coal Management Pty Ltd, Glencore Finance (Europe) Ltd, Glencore Funding LLC, Liddell Coal Operations Pty Ltd, Mt Owen Pty Ltd, Ravensworth Operations Pty Ltd, Ulan Coal Mines Ltd, Glencore Group Funding Ltd, Glencore Finance (Bermuda) Ltd, Glencore Queensland Ltd, Glencore Capital Finance DAC, Finges Investment BV, Glencore (Schweiz) AG, Glencore Australia Investment Holdings Pty Ltd, Glencore Operations Australia Pty Ltd, Glencore Investment Pty Ltd, Oakbridge Pty Ltd, Rolleston Coal Holdings Pty Ltd, Mangoola Coal Operations Pty Ltd, NC Coal Co Pty Ltd, Wandoan Holdings Pty Ltd, Saxonvale Coal Pty Ltd, Enex Oakbridge Pty Ltd | $ <1 M | $ <1 M | |||||
| 24 | CSX Corp | Mondrian Investment Partners | investment | United Kingdom | United States | Europe (non EU) | North America | $ <1 M | $ <1 M | ||||||
| 25 | Enbridge Inc | Mondrian Investment Partners | investment | United Kingdom | Canada | Europe (non EU) | North America | Enbridge Gas Inc, Alliance Pipeline LP, Rio Bravo Pipeline Company LLC, East Tennessee Natural Gas LLC, Westcoast Connector Gas Transmission Ltd | $ <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!