Engagement with those companies isn't working. Nationalization would work, but is unlikely to fly politically. Perhaps a concentration strategy could work -- concentrate purchases on one oil/gas company (or investor-owned utility), to the point where it would be possible to replace management with people who will accelerate the transition to a low-carbon economy. If that means lower returns for the shareholders in the near term, well, it's a modest price to pay to throttle back the supply side.
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