updated
69 results Total investment of current selection: $ 128 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 | Montagu Private Equity | 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 | $ 26 M | $ 9 M | $ 35 M | ||||
| 2 | TotalEnergies SE | Montagu Private Equity | investment | United Kingdom | 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 | $ 1 M | $ 10 M | $ 11 M | ||||
| 3 | Siemens AG | Montagu Private Equity | investment | United Kingdom | Germany | Europe (non EU) | Europe (EU) | $ 6 M | $ 6 M | ||||||
| 4 | Equinor ASA | Montagu Private Equity | investment | United Kingdom | Norway | Europe (non EU) | Europe (non EU) | $ 5 M | $ 5 M | ||||||
| 5 | Schlumberger Ltd (SLB) | Montagu Private Equity | investment | United Kingdom | United States | Europe (non EU) | North America | Schlumberger Finance Canada Ltd, Schlumberger Finance BV | $ 5 M | $ 5 M | |||||
| 6 | E.ON SE | Montagu Private Equity | investment | United Kingdom | Germany | Europe (non EU) | Europe (EU) | $ 4 M | $ <1 M | $ 4 M | |||||
| 7 | Eskom Holdings SOC Ltd | Montagu Private Equity | investment | United Kingdom | South Africa | Europe (non EU) | Southern Africa | Eskom Finance Co SOC Ltd | $ 4 M | $ 4 M | |||||
| 8 | Ecopetrol SA | Montagu Private Equity | investment | United Kingdom | Colombia | Europe (non EU) | South America | $ 3 M | $ 3 M | ||||||
| 9 | Enel SpA | Montagu Private Equity | 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 | $ <1 M | $ 2 M | $ 3 M | ||||
| 10 | General Electric Company | Montagu Private Equity | investment | United Kingdom | United States | Europe (non EU) | North America | Shady Hills Energy Center LLC | $ 3 M | $ 3 M | |||||
| 11 | Petroleos Mexicanos (PEMEX) | Montagu Private Equity | investment | United Kingdom | Mexico | Europe (non EU) | Central America | Pemex Finance Ltd | $ 3 M | $ 3 M | |||||
| 12 | Frontera Energy Corporation | Montagu Private Equity | investment | United Kingdom | Canada | Europe (non EU) | North America | $ <1 M | $ 2 M | $ 2 M | |||||
| 13 | Glencore plc | Montagu Private Equity | 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 | $ 2 M | $ 2 M | ||||
| 14 | NET4GAS s.r.o. | Montagu Private Equity | investment | United Kingdom | Czech Republic | Europe (non EU) | Europe (EU) | $ 2 M | $ 2 M | ||||||
| 15 | Canacol Energy Ltd | Montagu Private Equity | investment | United Kingdom | Canada | Europe (non EU) | North America | $ 2 M | $ 2 M | ||||||
| 16 | Barrick Gold Corporation | Montagu Private Equity | investment | United Kingdom | Canada | Europe (non EU) | North America | Barrick (PD) Australia Finance Pty Ltd | $ 2 M | $ 2 M | |||||
| 17 | Genel Energy plc | Montagu Private Equity | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | Genel Energy Finance 2 Ltd, Genel Energy Finance 4 PLC, Genel Energy Finance PLC | $ 2 M | $ 2 M | |||||
| 18 | International Petroleum Corporation (IPC) | Montagu Private Equity | investment | United Kingdom | Canada | Europe (non EU) | North America | $ 2 M | $ 2 M | ||||||
| 19 | Seplat Energy Plc | Montagu Private Equity | investment | United Kingdom | Nigeria | Europe (non EU) | Western Africa | $ 2 M | $ 2 M | ||||||
| 20 | CEZ a.s. | Montagu Private Equity | investment | United Kingdom | Czech Republic | Europe (non EU) | Europe (EU) | CEZ Finance BV, CEZ Polska Sp z o o, Severoceske doly AS | $ 2 M | $ 2 M | |||||
| 21 | National Grid plc | Montagu Private Equity | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | $ 2 M | $ 2 M | ||||||
| 22 | NextEra Energy Inc | Montagu Private Equity | investment | United Kingdom | United States | Europe (non EU) | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ <1 M | $ 1 M | $ 2 M | ||||
| 23 | PT Kawasan Industri Jababeka Tbk | Montagu Private Equity | investment | United Kingdom | Indonesia | Europe (non EU) | South-East Asia | $ 1 M | $ 1 M | ||||||
| 24 | Petroleo Brasileiro SA – Petrobras | Montagu Private Equity | investment | United Kingdom | Brazil | Europe (non EU) | South America | Petrobras Global Finance BV | $ 1 M | $ 1 M | |||||
| 25 | Shell plc | Montagu Private Equity | 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 | $ 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!