updated
19 results Total investment of current selection: $ 117 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Lincoln Electric System | Saturna Capital | investment | United States | United States | North America | North America | $ 60 M | $ 60 M | ||||||
| 2 | Air Products and Chemicals Inc | Saturna Capital | investment | United States | United States | North America | North America | Jazan Integrated Gasification and Power Company | $ 30 M | $ 30 M | |||||
| 3 | Tenaga Nasional Bhd (TNB) | Saturna Capital | investment | United States | Malaysia | North America | South-East Asia | Kapar Energy Ventures Sdn Bhd, TNB Global Ventures Capital Bhd, Integrax Bhd, Jimah East Power Sdn Bhd, TNB Fuel Services Sdn Bhd, TNB Janamanjung Sdn Bhd, TNB Western Energy Bhd, TNB Manjung Five Sdn Bhd, TNB Power Generation Sdn Bhd | $ 11 M | $ 11 M | |||||
| 4 | Barrick Gold Corporation | Saturna Capital | investment | United States | Canada | North America | North America | Barrick (PD) Australia Finance Pty Ltd | $ 3 M | $ 3 M | |||||
| 5 | UltraTech Cement Ltd | Saturna Capital | investment | United States | India | North America | South Asia | $ 3 M | $ 3 M | ||||||
| 6 | ConocoPhillips | Saturna Capital | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 3 M | $ 3 M | |||||
| 7 | Manila Electric Company (Meralco) | Saturna Capital | investment | United States | Philippines | North America | South-East Asia | Global Luzon Energy Development Corporation, Atimonan One Energy Inc, San Buenaventura Power Ltd Co, Global Business Power Corp, Alsons Thermal Energy Corp, Cebu Energy Development Corp, Panay Energy Development Corp, Toledo Power Co, San Ramon Power Inc, Sarangani Energy Corp, MERALCO PowerGen Corp | $ 2 M | $ 2 M | |||||
| 8 | Shell plc | Saturna Capital | investment | United States | United Kingdom | North America | 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 | $ <1 M | $ <1 M | |||||
| 9 | Siemens AG | Saturna Capital | investment | United States | Germany | North America | Europe (EU) | $ <1 M | $ <1 M | ||||||
| 10 | Berkshire Hathaway Energy Company | Saturna Capital | 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 | $ <1 M | $ <1 M | |||||
| 11 | Burlington Northern Santa Fe LLC | Saturna Capital | investment | United States | United States | North America | North America | BNSF Railway Co | $ <1 M | $ <1 M | |||||
| 12 | NextEra Energy Inc | Saturna Capital | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ <1 M | $ <1 M | |||||
| 13 | Exxon Mobil Corporation | Saturna Capital | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ <1 M | $ <1 M | |||||
| 14 | Dominion Energy Inc | Saturna Capital | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ <1 M | $ <1 M | |||||
| 15 | CSX Corp | Saturna Capital | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 16 | Chevron Corporation | Saturna Capital | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ <1 M | $ <1 M | |||||
| 17 | IDACORP Inc | Saturna Capital | investment | United States | United States | North America | North America | Idaho Power Co, Idaho Energy Resources Co | $ <1 M | $ <1 M | |||||
| 18 | The Southern Company | Saturna Capital | 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 | |||||
| 19 | Mineral Resources Ltd | Saturna Capital | investment | United States | Australia | North America | Oceania | $ <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!