updated
65 results Total investment of current selection: $ 774 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Oglethorpe Power Corp | Sentry Insurance | investment | United States | United States | North America | North America | $ 50 M | $ 50 M | ||||||
| 2 | Duke Energy Corporation | Sentry Insurance | 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 | $ 43 M | $ 43 M | |||||
| 3 | Dominion Energy Inc | Sentry Insurance | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 42 M | $ 42 M | |||||
| 4 | ConocoPhillips | Sentry Insurance | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ <1 M | $ 36 M | $ 36 M | ||||
| 5 | Pinnacle West Capital Corp | Sentry Insurance | investment | United States | United States | North America | North America | Arizona Public Service Co | $ <1 M | $ 34 M | $ 34 M | ||||
| 6 | Sempra Energy | Sentry Insurance | investment | United States | United States | North America | North America | Southern California Gas Co, Infraestructura Energetica Nova SAPI de CV, Port Arthur LNG Phase II LLC, ECA Liquefaction S de RL de CV, Energia Costa Azul S de RL de CV, Vista Pacifico LNG SAPI de CV | $ <1 M | $ 33 M | $ 33 M | ||||
| 7 | American Electric Power Company Inc (AEP) | Sentry Insurance | 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 | $ <1 M | $ 28 M | $ 29 M | ||||
| 8 | Tri-State Generation and Transmission Association Inc | Sentry Insurance | investment | United States | United States | North America | North America | Elk Ridge Mining and Reclamation LLC, Colowyo Coal Co LP | $ 28 M | $ 28 M | |||||
| 9 | The AES Corporation | Sentry Insurance | 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 | $ 24 M | $ 24 M | |||||
| 10 | Alliant Energy Corp | Sentry Insurance | investment | United States | United States | North America | North America | Alliant Energy Finance LLC, Interstate Power and Light Co, Wisconsin Power and Light Co | $ <1 M | $ 24 M | $ 24 M | ||||
| 11 | Berkshire Hathaway Energy Company | Sentry Insurance | 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 | $ 24 M | $ 24 M | |||||
| 12 | Xcel Energy Inc | Sentry Insurance | 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 | $ 23 M | $ 23 M | |||||
| 13 | Shell plc | Sentry Insurance | 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 | $ 22 M | $ 22 M | |||||
| 14 | DTE Energy Co | Sentry Insurance | investment | United States | United States | North America | North America | DTE CAPITAL CORP, DTE Electric Co | $ <1 M | $ 22 M | $ 22 M | ||||
| 15 | FirstEnergy Corp | Sentry Insurance | investment | United States | United States | North America | North America | GPU CAPITAL INC, Monongahela Power Co | $ <1 M | $ 21 M | $ 21 M | ||||
| 16 | Equinor ASA | Sentry Insurance | investment | United States | Norway | North America | Europe (non EU) | $ 21 M | $ 21 M | ||||||
| 17 | OGE Energy Corp | Sentry Insurance | investment | United States | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 20 M | $ 20 M | |||||
| 18 | IDACORP Inc | Sentry Insurance | investment | United States | United States | North America | North America | Idaho Power Co, Idaho Energy Resources Co | $ 19 M | $ 19 M | |||||
| 19 | Kinder Morgan Inc | Sentry Insurance | investment | United States | United States | North America | 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 | $ <1 M | $ 18 M | $ 18 M | ||||
| 20 | Chevron Corporation | Sentry Insurance | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 2 M | $ 16 M | $ 17 M | ||||
| 21 | Burlington Northern Santa Fe LLC | Sentry Insurance | investment | United States | United States | North America | North America | BNSF Railway Co | $ 14 M | $ 14 M | |||||
| 22 | Evergy Inc | Sentry Insurance | 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 | $ 13 M | $ 13 M | |||||
| 23 | Air Products and Chemicals Inc | Sentry Insurance | investment | United States | United States | North America | North America | Jazan Integrated Gasification and Power Company | $ <1 M | $ 13 M | $ 13 M | ||||
| 24 | CNOOC Ltd | Sentry Insurance | investment | United States | China (Hong Kong) | North America | East Asia | Cnooc Petroleum North America ULC, Cosl Finance (BVI) Ltd, Cnooc Finance (2015) Australia Pty Ltd, CNOOC Finance 2014 ULC, CNOOC Finance (2003) Ltd, CNOOC Finance Corp Ltd, CNOOC Finance 2013 Ltd, CNOOC Finance (2015) USA LLC | $ 13 M | $ 13 M | |||||
| 25 | The Southern Company | Sentry Insurance | 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 | $ 12 M | $ 12 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!