updated
57 results Total investment of current selection: $ 81 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Blackstone Inc | North Star Financial Services | investment | United States | United States | North America | North America | Magnolia Power LLC | $ 24 M | $ 24 M | |||||
| 2 | KKR & Co Inc | North Star Financial Services | investment | United States | United States | North America | North America | KKR Financial Clo 2013 1 LTD, Kkr Group Finance Co VI Llc | $ 16 M | $ 16 M | |||||
| 3 | Exxon Mobil Corporation | North Star Financial Services | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 7 M | $ 7 M | |||||
| 4 | Evolution Petroleum Corporation | North Star Financial Services | investment | United States | United States | North America | North America | $ 5 M | $ 5 M | ||||||
| 5 | Chevron Corporation | North Star Financial Services | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 4 M | $ 4 M | |||||
| 6 | American Electric Power Company Inc (AEP) | North Star Financial Services | 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 | $ 3 M | $ 3 M | |||||
| 7 | NorthWestern Corp | North Star Financial Services | investment | United States | United States | North America | North America | $ 3 M | $ 3 M | ||||||
| 8 | ConocoPhillips | North Star Financial Services | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 2 M | $ 2 M | |||||
| 9 | NextEra Energy Inc | North Star Financial Services | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 2 M | $ 2 M | |||||
| 10 | Kinder Morgan Inc | North Star Financial Services | investment | United States | United States | North America | 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 | $ 2 M | $ 2 M | |||||
| 11 | Otter Tail Corp | North Star Financial Services | investment | United States | United States | North America | North America | Otter Tail Power Co | $ 1 M | $ 1 M | |||||
| 12 | Marathon Petroleum Corporation | North Star Financial Services | investment | United States | United States | North America | North America | MPLX LP | $ 1 M | $ 1 M | |||||
| 13 | Alliant Energy Corp | North Star Financial Services | investment | United States | United States | North America | North America | Alliant Energy Finance LLC, Interstate Power and Light Co, Wisconsin Power and Light Co | $ 1 M | $ 1 M | |||||
| 14 | Gulfport Energy Corporation | North Star Financial Services | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 15 | The Williams Companies Inc | North Star Financial Services | investment | United States | United States | North America | North America | Transcontinental Gas Pipe Line Company LLC | $ <1 M | $ <1 M | |||||
| 16 | WEC Energy Group Inc | North Star Financial Services | investment | United States | United States | North America | North America | WE Power LLC, Wisconsin Public Service Corp, Wisconsin Electric Power Co, Elm Road Generating Station Supercritical LLC | $ <1 M | $ <1 M | |||||
| 17 | Occidental Petroleum Corporation | North Star Financial Services | investment | United States | United States | North America | North America | Anadarko Petroleum Corp, Anadarko Finance Co | $ <1 M | $ <1 M | $ <1 M | ||||
| 18 | General Electric Company | North Star Financial Services | investment | United States | United States | North America | North America | Shady Hills Energy Center LLC | $ <1 M | $ <1 M | |||||
| 19 | Ameren Corp | North Star Financial Services | investment | United States | United States | North America | North America | Union Electric Co | $ <1 M | $ <1 M | |||||
| 20 | The Southern Company | North Star Financial Services | 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 | $ <1 M | $ <1 M | |||||
| 21 | DTE Energy Co | North Star Financial Services | investment | United States | United States | North America | North America | DTE CAPITAL CORP, DTE Electric Co | $ <1 M | $ <1 M | |||||
| 22 | CSX Corp | North Star Financial Services | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 23 | ONEOK Inc | North Star Financial Services | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ <1 M | $ <1 M | |||||
| 24 | BP plc | North Star Financial Services | 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 | $ <1 M | $ <1 M | |||||
| 25 | Energy Transfer LP | North Star Financial Services | investment | United States | United States | North America | North America | Lake Charles LNG Export Company LLC, Oasis Pipe Line Finance Co, Warrior Pipeline LLC | $ <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!