updated
153 results Total investment of current selection: $ 1,788 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Nan Ya Plastics Corporation | Yuanta Financial | investment | Taiwan | Taiwan | East Asia | East Asia | $ 202 M | $ 202 M | ||||||
| 2 | Formosa Plastics Corporation | Yuanta Financial | investment | Taiwan | Taiwan | East Asia | East Asia | $ 186 M | $ 186 M | ||||||
| 3 | Exxon Mobil Corporation | Yuanta Financial | investment | Taiwan | United States | East Asia | North America | Imperial Oil Ltd | $ 14 M | $ 139 M | $ 153 M | ||||
| 4 | Asia Cement Corporation | Yuanta Financial | investment | Taiwan | Taiwan | East Asia | East Asia | Chiahui Power Corp | $ 135 M | $ 135 M | |||||
| 5 | Shell plc | Yuanta Financial | investment | Taiwan | United Kingdom | East Asia | 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 | $ 124 M | $ 124 M | |||||
| 6 | BP plc | Yuanta Financial | investment | Taiwan | United Kingdom | East Asia | Europe (non EU) | Atlantic Richfield Co, BP Finance Australia Pty Ltd, BP Capital Markets PLC, BP Capital Markets America Inc, BP Capital Markets BV | $ 100 M | $ 100 M | |||||
| 7 | Duke Energy Corporation | Yuanta Financial | investment | Taiwan | United States | East Asia | 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 | $ 2 M | $ 76 M | $ 77 M | ||||
| 8 | Berkshire Hathaway Energy Company | Yuanta Financial | investment | Taiwan | United States | East Asia | 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 | $ 64 M | $ 64 M | |||||
| 9 | Marathon Petroleum Corporation | Yuanta Financial | investment | Taiwan | United States | East Asia | North America | MPLX LP | $ <1 M | $ 61 M | $ 62 M | ||||
| 10 | ConocoPhillips | Yuanta Financial | investment | Taiwan | United States | East Asia | North America | Polar Tankers Inc, Conoco Funding Co | $ 2 M | $ 58 M | $ 59 M | ||||
| 11 | TotalEnergies SE | Yuanta Financial | investment | Taiwan | France | East Asia | 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 | $ 57 M | $ 57 M | ||||
| 12 | Burlington Northern Santa Fe LLC | Yuanta Financial | investment | Taiwan | United States | East Asia | North America | BNSF Railway Co | $ 46 M | $ 46 M | |||||
| 13 | Kinder Morgan Inc | Yuanta Financial | investment | Taiwan | United States | East Asia | 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 | $ 42 M | $ 43 M | ||||
| 14 | Dominion Energy Inc | Yuanta Financial | investment | Taiwan | United States | East Asia | North America | Virginia Electric and Power Co, Dominion Energy South Carolina Inc | $ <1 M | $ 40 M | $ 41 M | ||||
| 15 | The Southern Company | Yuanta Financial | investment | Taiwan | United States | East Asia | 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 | $ 2 M | $ 34 M | $ 36 M | ||||
| 16 | The Dow Chemical Company | Yuanta Financial | investment | Taiwan | United States | East Asia | North America | $ 29 M | $ 29 M | ||||||
| 17 | TC Energy Corporation | Yuanta Financial | investment | Taiwan | Canada | East Asia | North America | TC PipeLines LP, TransCanada PipeLines Ltd, NOVA Gas Transmission Ltd, TransCanada Trust | $ 27 M | $ 27 M | |||||
| 18 | Jiangsu Guoxin Corp Ltd | Yuanta Financial | investment | Taiwan | China | East Asia | East Asia | $ 26 M | $ 26 M | ||||||
| 19 | ONEOK Inc | Yuanta Financial | investment | Taiwan | United States | East Asia | North America | Saguaro Connector Pipeline LLC | $ <1 M | $ 25 M | $ 25 M | ||||
| 20 | NextEra Energy Inc | Yuanta Financial | investment | Taiwan | United States | East Asia | North America | NextEra Energy Capital Holdings Inc, Pipeline Funding Company LLC | $ 3 M | $ 22 M | $ 25 M | ||||
| 21 | Emera Inc | Yuanta Financial | investment | Taiwan | Canada | East Asia | North America | EMERA US FINANCE LP, Nova Scotia Power Inc | $ 22 M | $ 22 M | |||||
| 22 | CSX Corp | Yuanta Financial | investment | Taiwan | United States | East Asia | North America | $ <1 M | $ 21 M | $ 21 M | |||||
| 23 | NiSource Inc | Yuanta Financial | investment | Taiwan | United States | East Asia | North America | NIPSCO CAPITAL MARKETS INC, NISOURCE CAPITAL MARKETS INC, NiSource Finance Corp, Northern Indiana Public Service Co LLC | $ <1 M | $ 21 M | $ 21 M | ||||
| 24 | Chevron Corporation | Yuanta Financial | investment | Taiwan | United States | East Asia | North America | Texaco Capital Inc, Texaco Capital LLC, Tengizchevroil LLP | $ 4 M | $ 14 M | $ 18 M | ||||
| 25 | Xcel Energy Inc | Yuanta Financial | investment | Taiwan | United States | East Asia | North America | Northern States Power Co, Public Service Company of Colorado, Southwestern Public Service Capital I, Southwestern Public Service Company | $ <1 M | $ 17 M | $ 18 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!