updated
60 results Total investment of current selection: $ 1,553 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Alliant Energy Corp | Unum Group | investment | United States | United States | North America | North America | Alliant Energy Finance LLC, Interstate Power and Light Co, Wisconsin Power and Light Co | $ 69 M | $ 69 M | |||||
| 2 | American Electric Power Company Inc (AEP) | Unum Group | 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 | $ 59 M | $ 59 M | |||||
| 3 | OGE Energy Corp | Unum Group | investment | United States | United States | North America | North America | OG & E Financing I, Oklahoma Gas and Electric Co | $ 58 M | $ 58 M | |||||
| 4 | Xcel Energy Inc | Unum Group | 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 | $ 53 M | $ 53 M | |||||
| 5 | Dominion Energy Inc | Unum Group | investment | United States | United States | North America | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ 53 M | $ 53 M | |||||
| 6 | Duke Energy Corporation | Unum Group | 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 | $ 50 M | $ 50 M | |||||
| 7 | The Southern Company | Unum Group | 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 | $ 48 M | $ 48 M | |||||
| 8 | Electricite de France SA (EDF Group) | Unum Group | investment | United States | France | North America | Europe (EU) | $ 45 M | $ 45 M | ||||||
| 9 | DTE Energy Co | Unum Group | investment | United States | United States | North America | North America | DTE CAPITAL CORP, DTE Electric Co | $ 44 M | $ 44 M | |||||
| 10 | Oglethorpe Power Corp | Unum Group | investment | United States | United States | North America | North America | $ 44 M | $ 44 M | ||||||
| 11 | CSX Corp | Unum Group | investment | United States | United States | North America | North America | $ 43 M | $ 43 M | ||||||
| 12 | Cleco Corporate Holdings LLC | Unum Group | investment | United States | United States | North America | North America | Cleco Power LLC, Cleco Cajun LLC | $ 42 M | $ 42 M | |||||
| 13 | ONEOK Inc | Unum Group | investment | United States | United States | North America | North America | Saguaro Connector Pipeline LLC | $ 39 M | $ 39 M | |||||
| 14 | WEC Energy Group Inc | Unum Group | investment | United States | United States | North America | North America | WE Power LLC, Wisconsin Public Service Corp, Wisconsin Electric Power Co, Elm Road Generating Station Supercritical LLC | $ 36 M | $ 36 M | |||||
| 15 | Devon Energy Corporation | Unum Group | investment | United States | United States | North America | North America | $ 35 M | $ 35 M | ||||||
| 16 | APA Corporation | Unum Group | investment | United States | United States | North America | North America | $ 35 M | $ 35 M | ||||||
| 17 | El Paso Electric Company | Unum Group | investment | United States | United States | North America | North America | $ 35 M | $ 35 M | ||||||
| 18 | Marathon Petroleum Corporation | Unum Group | investment | United States | United States | North America | North America | MPLX LP | $ 35 M | $ 35 M | |||||
| 19 | Berkshire Hathaway Energy Company | Unum Group | 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 | $ 32 M | $ 32 M | |||||
| 20 | Avista Corp | Unum Group | investment | United States | United States | North America | North America | $ 32 M | $ 32 M | ||||||
| 21 | ConocoPhillips | Unum Group | investment | United States | United States | North America | North America | Polar Tankers Inc, Conoco Funding Co | $ 30 M | $ 30 M | |||||
| 22 | Tennessee Valley Authority | Unum Group | investment | United States | United States | North America | North America | $ 30 M | $ 30 M | ||||||
| 23 | The Dow Chemical Company | Unum Group | investment | United States | United States | North America | North America | $ 30 M | $ 30 M | ||||||
| 24 | NRG Energy Inc | Unum Group | investment | United States | United States | North America | North America | EME FINANCE UK Ltd, NRG Finance Co I LLC | $ 30 M | $ 30 M | |||||
| 25 | Tri-State Generation and Transmission Association Inc | Unum Group | investment | United States | United States | North America | North America | Elk Ridge Mining and Reclamation LLC, Colowyo Coal Co LP | $ 29 M | $ 29 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!