updated
19 results Total investment of current selection: $ 33 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ORLEN SA | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | Poland | Europe (EU) | Europe (EU) | ORLEN Unipetrol a.s., CCGT Gdansk Sp. z o.o., CCGT Ostroleka Sp. z o.o., CCGT Grudziadz Sp. z o.o., Elektrownia Ostroleka SA, Energa SA, ENERGA Finance AB, PGNIG TERMIKA Energetyka Przemyslowa SA, PGNiG Termika SA | $ 19 M | $ 19 M | |||||
| 2 | TAURON Polska Energia SA | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | Poland | Europe (EU) | Europe (EU) | Tameh Holding sp Z oo, Tauron Cieplo Sp, Tauron Wydobycie SA, Tauron Wytwarzanie SA | $ 5 M | $ 5 M | |||||
| 3 | PGE Polska Grupa Energetyczna SA | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | Poland | Europe (EU) | Europe (EU) | Zespol Elektrocieplowni Wroclawskich KOGENERACJA SA, PGE Elektrocieplownia Gorzow, PGE Elektrownia Opole SA, PGE Elektrownia Turow SA, PGE Energia Ciepła Oddział Wybrzeże, PGE Energia Ciepła SA, PGE Gornictwo i Energetyka Konwencjonalna SA, PGE Kopalnia Wegla Brunatnego Belchatow SA, PGE Kopalnia Węgla Brunatnego Turow SA, PGE Sweden AB, Zespół Elektrowni Dolna Odra SA, PGE Zespoł Elektrociepłowni Bydgoszcz SA, PGE Elektrownia Rybnik SA, PGE Elektrownia Bełchatów SA | $ 5 M | $ 5 M | |||||
| 4 | Grenevia SA | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | Poland | Europe (EU) | Europe (EU) | Hansen Sicherheitstechnik AG, TAIAN FAMUR COAL MINING EQUIPMENT SERVICES, ELGOR + HANSEN | $ 3 M | $ 3 M | |||||
| 5 | Barrick Gold Corporation | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | Canada | Europe (EU) | North America | Barrick (PD) Australia Finance Pty Ltd | $ <1 M | $ <1 M | |||||
| 6 | Enea SA | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | Poland | Europe (EU) | Europe (EU) | Enea Elektrownia Polaniec SA, Enea Wytwarzanie SA, Lubelski Wegiel Bogdanka SA | $ <1 M | $ <1 M | |||||
| 7 | Shell plc | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | United Kingdom | Europe (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 | $ <1 M | $ <1 M | |||||
| 8 | Siemens AG | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | Germany | Europe (EU) | Europe (EU) | $ <1 M | $ <1 M | ||||||
| 9 | TotalEnergies SE | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | France | Europe (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 | $ <1 M | $ <1 M | |||||
| 10 | BP plc | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | United Kingdom | Europe (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 | $ <1 M | $ <1 M | |||||
| 11 | Enel SpA | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | Italy | Europe (EU) | Europe (EU) | Endesa SA, Nuove Energie SRL, Enel Finance International NV, Enel Investment Holding BV, Endesa Financiación Filiales SA, Enel Finance America LLC | $ <1 M | $ <1 M | |||||
| 12 | Engie SA | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | France | Europe (EU) | Europe (EU) | Engie Finance SA, GRTgaz SA, ENGIE Energia Chile SA | $ <1 M | $ <1 M | |||||
| 13 | Equinor ASA | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | Norway | Europe (EU) | Europe (non EU) | $ <1 M | $ <1 M | ||||||
| 14 | RWE AG | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | Germany | Europe (EU) | Europe (EU) | RWE Power AG, RWE Supply & Trading GmbH | $ <1 M | $ <1 M | |||||
| 15 | SSE plc | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | United Kingdom | Europe (EU) | Europe (non EU) | $ <1 M | $ <1 M | ||||||
| 16 | Eni SpA | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | Italy | Europe (EU) | Europe (EU) | Vaar Energi ASA, Eni Finance International SA | $ <1 M | $ <1 M | |||||
| 17 | Glencore plc | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | Switzerland | Europe (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 | $ <1 M | $ <1 M | |||||
| 18 | National Grid plc | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | United Kingdom | Europe (EU) | Europe (non EU) | $ <1 M | $ <1 M | ||||||
| 19 | Partners Group Holding AG | Towarzystwo Funduszy Inwestycyjnych | investment | Poland | Switzerland | Europe (EU) | Europe (non EU) | $ <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!