| Bonds: | $ 129 M |
| Shares: | $ 141 M |
| Total: | $ 270 M |
| Bonds: | $ 43 M |
| Shares: | $ 24 M |
| Total: | $ 67 M |
*Note that these figures cannot always be added up as some companies are active in both the coal and the oil & gas industry. Read more about this in our methodology.
15 results Total investment of current selection: $ 337 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Shares | Bonds | Total | Shares | Bonds | Total | Shares $M | Bonds $M | Total $M | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 1 | PZU Group | Grupa Azoty SA | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 61 M | $ 61 M | $ 61 M | $ 61 M | ||||||||
| 2 | 1 | PZU Group | Tauron Polska Energia SA | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 21 M | $ 39 M | $ 60 M | $ 21 M | $ 39 M | $ 60 M | ||||||
| 3 | 1 | PZU Group | Enea SA | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 5 M | $ 42 M | $ 48 M | $ 5 M | $ 42 M | $ 48 M | ||||||
| 4 | 1 | PZU Group | MOL NyRt | PZU Group | investment | Poland | Hungary | Europe (EU) | Europe (EU) | $ 3 M | $ 38 M | $ 40 M | $ 3 M | $ 38 M | $ 40 M | ||||||
| 5 | 1 | PZU Group | PGE Polska Grupa Energetyczna SA | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 22 M | $ 17 M | $ 38 M | $ 22 M | $ 17 M | $ 38 M | ||||||
| 6 | 1 | PZU Group | ZE PAK SA Group (Zespoł Elektrowni Patnow Adamow Konin SA) | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 27 M | $ 27 M | $ 27 M | $ 27 M | ||||||||
| 7 | 1 | PZU Group | Polski Koncern Naftowy ORLEN SA (PKN ORLEN) | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 21 M | $ 21 M | $ 21 M | $ 21 M | ||||||||
| 8 | 1 | PZU Group | Famur SA | PZU Group | investment | Poland | Poland | Europe (EU) | Europe (EU) | $ 6 M | $ 8 M | $ 13 M | $ 6 M | $ 8 M | $ 13 M | ||||||
| 9 | 1 | PZU Group | CEZ as | PZU Group | investment | Poland | Czech Republic | Europe (EU) | Europe (EU) | $ 13 M | $ 13 M | $ 13 M | $ 13 M | ||||||||
| 10 | 1 | PZU Group | Bulgarian Energy Holding EAD | PZU Group | investment | Poland | Bulgaria | Europe (EU) | Europe (EU) | $ 9 M | $ 9 M | $ 9 M | $ 9 M | ||||||||
| 11 | 1 | PZU Group | Petroleo Brasileiro SA – Petrobras | PZU Group | investment | Poland | Brazil | Europe (EU) | South America | $ 5 M | $ 5 M | $ 5 M | $ 5 M | ||||||||
| 12 | 1 | PZU Group | Energeticky a Prumyslovy Holding as | PZU Group | investment | Poland | Czech Republic | Europe (EU) | Europe (EU) | $ 1 M | $ 1 M | $ 1 M | $ 1 M | ||||||||
| 13 | 1 | PZU Group | Air Products and Chemicals Inc | PZU Group | investment | Poland | United States | Europe (EU) | North America | $ <1 M | $ <1 M | $ <1 M | $ <1 M | ||||||||
| 14 | 1 | PZU Group | Xcel Energy Inc | PZU Group | investment | Poland | United States | Europe (EU) | North America | $ <1 M | $ <1 M | $ <1 M | $ <1 M | ||||||||
| 15 | 1 | PZU Group | TotalEnergies SE | PZU Group | investment | Poland | France | Europe (EU) | Europe (EU) | $ <1 M | $ <1 M | $ <1 M | $ <1 M |
Remarks
Financial data is drawn from the commercial databases Refinitiv and EMAXX. For a selection of pension funds, data was collected from the pension funds' disclosure. The data was retrieved in January 2023, 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.
Since publications, various corrections to the data were made. The most recent update was made on 8 August 2023.
For any questions or requests for further information, please get in touch with us: financeresearch@urgewald.org