updated
55 results Total investment of current selection: $ 1,453 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 | Old Republic International | 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 | $ 54 M | $ 46 M | $ 100 M | ||||
| 2 | Exxon Mobil Corporation | Old Republic International | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 84 M | $ 15 M | $ 99 M | ||||
| 3 | The Southern Company | Old Republic International | 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 | $ 55 M | $ 41 M | $ 96 M | ||||
| 4 | Chevron Corporation | Old Republic International | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 76 M | $ 17 M | $ 93 M | ||||
| 5 | Evergy Inc | Old Republic International | investment | United States | United States | North America | North America | Evergy Metro Inc, Evergy Missouri West Inc, Aquila Capital LP, Evergy Kansas Central Inc, Evergy Kansas South Inc | $ 44 M | $ 44 M | $ 88 M | ||||
| 6 | American Electric Power Company Inc (AEP) | Old Republic International | 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 | $ 32 M | $ 33 M | $ 64 M | ||||
| 7 | WEC Energy Group Inc | Old Republic International | 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 | $ 27 M | $ 28 M | $ 55 M | ||||
| 8 | Xcel Energy Inc | Old Republic International | investment | United States | United States | North America | North America | Northern States Power Co, Public Service Company of Colorado, Southwestern Public Service Capital I, Southwestern Public Service Company | $ 28 M | $ 26 M | $ 54 M | ||||
| 9 | OGE Energy Corp | Old Republic International | investment | United States | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 30 M | $ 22 M | $ 52 M | ||||
| 10 | PPL Corp | Old Republic International | investment | United States | United States | North America | North America | Kentucky Utilities Co, Louisville Gas & Electric Co, PPL Capital Funding Inc, LG&E and KU Energy LLC | $ 38 M | $ 38 M | |||||
| 11 | Black Hills Corp | Old Republic International | investment | United States | United States | North America | North America | Wyodak Resources Development Corp | $ 23 M | $ 15 M | $ 38 M | ||||
| 12 | Dow Inc | Old Republic International | investment | United States | United States | North America | North America | $ 37 M | $ 37 M | ||||||
| 13 | Pinnacle West Capital Corp | Old Republic International | investment | United States | United States | North America | North America | Arizona Public Service Co | $ 33 M | $ 33 M | |||||
| 14 | ALLETE Inc | Old Republic International | investment | United States | United States | North America | North America | $ 32 M | $ 32 M | ||||||
| 15 | Dominion Energy Inc | Old Republic International | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 29 M | $ 29 M | |||||
| 16 | NiSource Inc | Old Republic International | investment | United States | United States | North America | North America | NIPSCO CAPITAL MARKETS INC, NISOURCE CAPITAL MARKETS INC, NiSource Finance Corp, Northern Indiana Public Service Co LLC | $ 28 M | $ 28 M | |||||
| 17 | NextEra Energy Inc | Old Republic International | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 27 M | $ 27 M | |||||
| 18 | Alliant Energy Corp | Old Republic International | investment | United States | United States | North America | North America | Alliant Energy Finance LLC, Interstate Power and Light Co, Wisconsin Power and Light Co | $ 26 M | $ 26 M | |||||
| 19 | ONEOK Inc | Old Republic International | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 24 M | $ 24 M | |||||
| 20 | DTE Energy Co | Old Republic International | investment | United States | United States | North America | North America | DTE CAPITAL CORP, DTE Electric Co | $ 24 M | $ 24 M | |||||
| 21 | Berkshire Hathaway Energy Company | Old Republic International | 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 | $ 23 M | $ 23 M | |||||
| 22 | CSX Corp | Old Republic International | investment | United States | United States | North America | North America | $ 22 M | $ 22 M | ||||||
| 23 | Avista Corp | Old Republic International | investment | United States | United States | North America | North America | $ 21 M | $ 21 M | ||||||
| 24 | The AES Corporation | Old Republic International | investment | United States | United States | North America | North America | AES Argentina Generacion SA, AES Andes SA, AES Mong Duong Power Co Ltd, AES Ohio, DPL Inc, AES Indiana, Empresa Electrica Angamos SpA, AES Bulgaria BV, DPL Capital Trust II, Mong Duong Finance Holdings BV | $ 21 M | $ 21 M | |||||
| 25 | National Fuel Gas Company | Old Republic International | investment | United States | United States | North America | North America | $ 21 M | $ 21 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!