| Bonds: | $ 1,320 M |
| Shares: | $ 151 M |
| Total: | $ 1,471 M |
| Bonds: | $ 805 M |
| Shares: | $ 346 M |
| Total: | $ 1,150 M |
*Note that these figures cannot always be added up as some companies are active in both the coal and the oil & gas industry. Read more about this in our methodology.
102 results Total investment of current selection: $ 2,598 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Shares | Bonds | Total | Shares | Bonds | Total | Shares $M | Bonds $M | Total $M | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 1 | Western & Southern Financial | Exxon Mobil Corporation | Western & Southern Financial | investment | United States | United States | North America | North America | $ 201 M | $ 17 M | $ 218 M | $ 201 M | $ 17 M | $ 218 M | ||||||
| 2 | 1 | Western & Southern Financial | Duke Energy Corp | Western & Southern Financial | investment | United States | United States | North America | North America | $ 50 M | $ 82 M | $ 132 M | $ 50 M | $ 82 M | $ 132 M | ||||||
| 3 | 1 | Western & Southern Financial | Dominion Energy Inc | Western & Southern Financial | investment | United States | United States | North America | North America | $ 49 M | $ 80 M | $ 129 M | $ 49 M | $ 80 M | $ 129 M | ||||||
| 4 | 1 | Western & Southern Financial | Berkshire Hathaway Energy Co | Western & Southern Financial | investment | United States | United States | North America | North America | $ 112 M | $ 112 M | $ 112 M | $ 112 M | ||||||||
| 5 | 1 | Western & Southern Financial | The Williams Companies Inc | Western & Southern Financial | investment | United States | United States | North America | North America | $ 2 M | $ 107 M | $ 109 M | $ 2 M | $ 107 M | $ 109 M | ||||||
| 6 | 1 | Western & Southern Financial | American Electric Power Company Inc | Western & Southern Financial | investment | United States | United States | North America | North America | $ 94 M | $ 94 M | $ 94 M | $ 94 M | ||||||||
| 7 | 1 | Western & Southern Financial | WEC Energy Group Inc | Western & Southern Financial | investment | United States | United States | North America | North America | $ 88 M | $ 88 M | $ 88 M | $ 88 M | ||||||||
| 8 | 1 | Western & Southern Financial | Chevron Corporation | Western & Southern Financial | investment | United States | United States | North America | North America | $ 80 M | $ 8 M | $ 88 M | $ 80 M | $ 8 M | $ 88 M | ||||||
| 9 | 1 | Western & Southern Financial | Southern Co | Western & Southern Financial | investment | United States | United States | North America | North America | $ <1 M | $ 83 M | $ 83 M | $ <1 M | $ 83 M | $ 83 M | ||||||
| 10 | 1 | Western & Southern Financial | OGE Energy Corp | Western & Southern Financial | investment | United States | United States | North America | North America | $ 73 M | $ 73 M | $ 73 M | $ 73 M | ||||||||
| 11 | 1 | Western & Southern Financial | Canadian Natural Resources Ltd (CNRL) | Western & Southern Financial | investment | United States | Canada | North America | North America | $ 68 M | $ 68 M | $ 68 M | $ 68 M | ||||||||
| 12 | 1 | Western & Southern Financial | AES Corp | Western & Southern Financial | investment | United States | United States | North America | North America | $ 66 M | $ 66 M | $ 66 M | $ 66 M | ||||||||
| 13 | 1 | Western & Southern Financial | Shell plc | Western & Southern Financial | investment | United States | United Kingdom | North America | Europe (non EU) | $ 13 M | $ 50 M | $ 64 M | $ 13 M | $ 50 M | $ 64 M | ||||||
| 14 | 1 | Western & Southern Financial | Fortis Inc | Western & Southern Financial | investment | United States | Canada | North America | North America | $ 63 M | $ 63 M | $ 63 M | $ 63 M | ||||||||
| 15 | 1 | Western & Southern Financial | PPL Corp | Western & Southern Financial | investment | United States | United States | North America | North America | $ <1 M | $ 62 M | $ 62 M | $ <1 M | $ 62 M | $ 62 M | ||||||
| 16 | 1 | Western & Southern Financial | Occidental Petroleum Corporation | Western & Southern Financial | investment | United States | United States | North America | North America | $ 52 M | $ 52 M | $ 52 M | $ 52 M | ||||||||
| 17 | 1 | Western & Southern Financial | Air Products and Chemicals Inc | Western & Southern Financial | investment | United States | United States | North America | North America | $ 52 M | $ 52 M | $ 52 M | $ 52 M | ||||||||
| 18 | 1 | Western & Southern Financial | Xcel Energy Inc | Western & Southern Financial | investment | United States | United States | North America | North America | $ 51 M | $ 51 M | $ 51 M | $ 51 M | ||||||||
| 19 | 1 | Western & Southern Financial | Devon Energy Corporation | Western & Southern Financial | investment | United States | United States | North America | North America | $ 50 M | $ 50 M | $ 50 M | $ 50 M | ||||||||
| 20 | 1 | Western & Southern Financial | CMS Energy Corp | Western & Southern Financial | investment | United States | United States | North America | North America | $ 49 M | $ 49 M | $ 49 M | $ 49 M | ||||||||
| 21 | 1 | Western & Southern Financial | BP plc | Western & Southern Financial | investment | United States | United Kingdom | North America | Europe (non EU) | $ 45 M | $ 45 M | $ 45 M | $ 45 M | ||||||||
| 22 | 1 | Western & Southern Financial | Cenovus Energy Inc | Western & Southern Financial | investment | United States | Canada | North America | North America | $ 44 M | $ 44 M | $ 44 M | $ 44 M | ||||||||
| 23 | 1 | Western & Southern Financial | Schlumberger Ltd | Western & Southern Financial | investment | United States | United States | North America | North America | $ 42 M | $ 42 M | $ 42 M | $ 42 M | ||||||||
| 24 | 1 | Western & Southern Financial | NRG Energy Inc | Western & Southern Financial | investment | United States | United States | North America | North America | $ 40 M | $ 40 M | $ 40 M | $ 40 M | ||||||||
| 25 | 1 | Western & Southern Financial | DBCT Management Pty Ltd | Western & Southern Financial | investment | United States | Australia | North America | Oceania | $ 40 M | $ 40 M | $ 40 M | $ 40 M |
Remarks
Financial data is drawn from the commercial databases Refinitiv and EMAXX. For a selection of pension funds, data was collected from the pension funds' disclosure. The data was retrieved in January 2023, 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.
Since publications, various corrections to the data were made. The most recent update was made on 8 August 2023.
For any questions or requests for further information, please get in touch with us: financeresearch@urgewald.org