updated
10 results Total investment of current selection: $ 69 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CNX Resources Corporation | Southeast Asset Advisors | investment | United States | United States | North America | North America | $ 45 M | $ 45 M | ||||||
| 2 | Chevron Corporation | Southeast Asset Advisors | investment | United States | United States | North America | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 12 M | $ 12 M | |||||
| 3 | Exxon Mobil Corporation | Southeast Asset Advisors | investment | United States | United States | North America | North America | Imperial Oil Ltd | $ 7 M | $ 7 M | |||||
| 4 | The Southern Company | Southeast Asset Advisors | 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 | |||||
| 5 | KKR & Co Inc | Southeast Asset Advisors | investment | United States | United States | North America | North America | KKR Financial Clo 2013 1 LTD, Kkr Group Finance Co VI Llc | $ 1 M | $ 1 M | |||||
| 6 | CSX Corp | Southeast Asset Advisors | investment | United States | United States | North America | North America | $ <1 M | $ <1 M | ||||||
| 7 | NextEra Energy Inc | Southeast Asset Advisors | investment | United States | United States | North America | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ <1 M | $ <1 M | |||||
| 8 | Blackstone Inc | Southeast Asset Advisors | investment | United States | United States | North America | North America | Magnolia Power LLC | $ <1 M | $ <1 M | |||||
| 9 | Occidental Petroleum Corporation | Southeast Asset Advisors | investment | United States | United States | North America | North America | Anadarko Petroleum Corp, Anadarko Finance Co | $ <1 M | $ <1 M | |||||
| 10 | Shell plc | Southeast Asset Advisors | 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 |
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!