updated
82 results Total investment of current selection: $ 1,904 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Viva Energy Group Ltd | Pendal Group | investment | Australia | Australia | Oceania | Oceania | Viva Energy Gas Australia Pty Ltd | $ 200 M | $ 200 M | |||||
| 2 | Dominion Energy Inc | Pendal Group | investment | Australia | United States | Oceania | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 150 M | $ 150 M | |||||
| 3 | BP plc | Pendal Group | investment | Australia | United Kingdom | Oceania | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 130 M | $ <1 M | $ 130 M | ||||
| 4 | NiSource Inc | Pendal Group | investment | Australia | United States | Oceania | North America | NIPSCO CAPITAL MARKETS INC, NISOURCE CAPITAL MARKETS INC, NiSource Finance Corp, Northern Indiana Public Service Co LLC | $ 122 M | $ <1 M | $ 122 M | ||||
| 5 | OGE Energy Corp | Pendal Group | investment | Australia | United States | Oceania | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 119 M | $ 119 M | |||||
| 6 | Evergy Inc | Pendal Group | investment | Australia | United States | Oceania | North America | Evergy Metro Inc, Evergy Missouri West Inc, Aquila Capital LP, Evergy Kansas Central Inc, Evergy Kansas South Inc | $ 107 M | $ 107 M | |||||
| 7 | Kinder Morgan Inc | Pendal Group | investment | Australia | United States | Oceania | 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 | $ 95 M | $ 95 M | |||||
| 8 | The Williams Companies Inc | Pendal Group | investment | Australia | United States | Oceania | North America | Transcontinental Gas Pipe Line Company LLC | $ 89 M | $ 4 M | $ 92 M | ||||
| 9 | Siemens AG | Pendal Group | investment | Australia | Germany | Oceania | Europe (EU) | $ 81 M | $ 81 M | ||||||
| 10 | TotalEnergies SE | Pendal Group | investment | Australia | France | Oceania | 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 | $ 75 M | $ 75 M | |||||
| 11 | National Fuel Gas Company | Pendal Group | investment | Australia | United States | Oceania | North America | $ 69 M | $ 69 M | ||||||
| 12 | CenterPoint Energy Inc | Pendal Group | investment | Australia | United States | Oceania | North America | Vectren LLC, Houston Industries Financeco LP, Vectren Capital Corp, Southern Indiana Gas and Electric Company | $ 57 M | $ 57 M | |||||
| 13 | Santos Ltd | Pendal Group | investment | Australia | Australia | Oceania | Oceania | Santos Finance Ltd | $ 56 M | $ 56 M | |||||
| 14 | Shell plc | Pendal Group | investment | Australia | United Kingdom | Oceania | 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 | $ 50 M | $ <1 M | $ 50 M | ||||
| 15 | Glencore plc | Pendal Group | investment | Australia | Switzerland | Oceania | 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 | $ 46 M | $ <1 M | $ 47 M | ||||
| 16 | Aker BP ASA | Pendal Group | investment | Australia | Norway | Oceania | Europe (non EU) | $ 46 M | $ 46 M | ||||||
| 17 | ArcelorMittal SA | Pendal Group | investment | Australia | Luxembourg | Oceania | Europe (EU) | $ 45 M | $ 45 M | ||||||
| 18 | Chesapeake Energy Corporation | Pendal Group | investment | Australia | United States | Oceania | North America | $ 43 M | $ 43 M | ||||||
| 19 | EQT Corporation | Pendal Group | investment | Australia | United States | Oceania | North America | $ 32 M | $ 32 M | ||||||
| 20 | Mineral Resources Ltd | Pendal Group | investment | Australia | Australia | Oceania | Oceania | $ 25 M | $ 25 M | ||||||
| 21 | Seven Group Holdings Ltd | Pendal Group | investment | Australia | Australia | Oceania | Oceania | $ 24 M | $ 24 M | ||||||
| 22 | Chevron Corporation | Pendal Group | investment | Australia | United States | Oceania | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 23 M | $ <1 M | $ 23 M | ||||
| 23 | Exxon Mobil Corporation | Pendal Group | investment | Australia | United States | Oceania | North America | Imperial Oil Ltd | $ 17 M | $ 17 M | |||||
| 24 | Enbridge Inc | Pendal Group | investment | Australia | Canada | Oceania | North America | Enbridge Gas Inc, Alliance Pipeline LP, Rio Bravo Pipeline Company LLC, East Tennessee Natural Gas LLC, Westcoast Connector Gas Transmission Ltd | $ 12 M | $ 2 M | $ 14 M | ||||
| 25 | Occidental Petroleum Corporation | Pendal Group | investment | Australia | United States | Oceania | North America | Anadarko Petroleum Corp, Anadarko Finance Co | $ 11 M | $ 2 M | $ 14 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!