updated
35 results Total investment of current selection: $ 846 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Schlumberger Ltd (SLB) | Rathbones | investment | United Kingdom | United States | Europe (non EU) | North America | Schlumberger Finance Canada Ltd, Schlumberger Finance BV | $ 138 M | $ 138 M | |||||
| 2 | WEC Energy Group Inc | Rathbones | investment | United Kingdom | United States | Europe (non EU) | North America | WE Power LLC, Wisconsin Public Service Corp, Wisconsin Electric Power Co, Elm Road Generating Station Supercritical LLC | $ 106 M | $ 106 M | |||||
| 3 | Partners Group Holding AG | Rathbones | investment | United Kingdom | Switzerland | Europe (non EU) | Europe (non EU) | $ 95 M | $ 95 M | ||||||
| 4 | TotalEnergies SE | Rathbones | 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 | $ 71 M | $ 71 M | |||||
| 5 | Siemens AG | Rathbones | investment | United Kingdom | Germany | Europe (non EU) | Europe (EU) | $ 60 M | $ 60 M | ||||||
| 6 | Air Products and Chemicals Inc | Rathbones | investment | United Kingdom | United States | Europe (non EU) | North America | Jazan Integrated Gasification and Power Company | $ 50 M | $ 50 M | |||||
| 7 | Shell plc | Rathbones | 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 | $ 48 M | $ 48 M | |||||
| 8 | Chevron Corporation | Rathbones | investment | United Kingdom | United States | Europe (non EU) | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 40 M | $ 40 M | |||||
| 9 | BP plc | Rathbones | 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 | $ 36 M | $ <1 M | $ 37 M | ||||
| 10 | Exxon Mobil Corporation | Rathbones | investment | United Kingdom | United States | Europe (non EU) | North America | Imperial Oil Ltd | $ 33 M | $ 33 M | |||||
| 11 | National Grid plc | Rathbones | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | $ 33 M | $ 33 M | ||||||
| 12 | General Electric Company | Rathbones | investment | United Kingdom | United States | Europe (non EU) | North America | Shady Hills Energy Center LLC | $ 29 M | $ 29 M | |||||
| 13 | SSE plc | Rathbones | investment | United Kingdom | United Kingdom | Europe (non EU) | Europe (non EU) | $ 27 M | $ <1 M | $ 28 M | |||||
| 14 | NextEra Energy Inc | Rathbones | investment | United Kingdom | United States | Europe (non EU) | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 24 M | $ 24 M | |||||
| 15 | Diversified Energy Company PLC | Rathbones | investment | United Kingdom | United States | Europe (non EU) | North America | $ 12 M | $ 12 M | ||||||
| 16 | CSX Corp | Rathbones | investment | United Kingdom | United States | Europe (non EU) | North America | $ 7 M | $ 7 M | ||||||
| 17 | Blackstone Inc | Rathbones | investment | United Kingdom | United States | Europe (non EU) | North America | Magnolia Power LLC | $ 6 M | $ 6 M | |||||
| 18 | Glencore plc | Rathbones | 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 | $ 6 M | $ 6 M | |||||
| 19 | EOG Resources Inc | Rathbones | investment | United Kingdom | United States | Europe (non EU) | North America | $ 4 M | $ 4 M | ||||||
| 20 | ConocoPhillips | Rathbones | investment | United Kingdom | United States | Europe (non EU) | North America | Polar Tankers Inc, Conoco Funding Co | $ 3 M | $ 3 M | |||||
| 21 | E.ON SE | Rathbones | investment | United Kingdom | Germany | Europe (non EU) | Europe (EU) | $ 3 M | $ 3 M | ||||||
| 22 | Barrick Gold Corporation | Rathbones | investment | United Kingdom | Canada | Europe (non EU) | North America | Barrick (PD) Australia Finance Pty Ltd | $ 2 M | $ 2 M | |||||
| 23 | KKR & Co Inc | Rathbones | investment | United Kingdom | United States | Europe (non EU) | North America | KKR Financial Clo 2013 1 LTD, Kkr Group Finance Co VI Llc | $ 2 M | $ 2 M | |||||
| 24 | Mitsubishi Corporation | Rathbones | investment | United Kingdom | Japan | Europe (non EU) | East Asia | Mitsubishi Corporation Finance PLC, Mitsubishi Corp Energy Solutions Co Ltd, Mitsubishi Corp Finance PLC | $ 2 M | $ 2 M | |||||
| 25 | Snam SpA | Rathbones | investment | United Kingdom | Italy | Europe (non EU) | Europe (EU) | Ravenna LNG Terminal SRL, Enura SpA | $ 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!