| Coal Industry Sector: | Power, Services |
| Coal Share of Revenue: | >20% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
812 results Total investment of current selection: $ 18,645 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 | Capital Group | AES Corp | Capital Group | investment | United States | United States | North America | North America | $ 3,016 M | $ 38 M | $ 3,054 M | $ 3,016 M | $ 38 M | $ 3,054 M | ||||||
| 2 | 1 | Vanguard | AES Corp | Vanguard | investment | United States | United States | North America | North America | $ 1,935 M | $ 7 M | $ 1,942 M | $ 1,935 M | $ 7 M | $ 1,942 M | ||||||
| 3 | 1 | Fidelity Investments | AES Corp | Fidelity Investments | investment | United States | United States | North America | North America | $ 787 M | $ 411 M | $ 1,199 M | $ 787 M | $ 411 M | $ 1,199 M | ||||||
| 4 | 1 | BlackRock | AES Corp | BlackRock | investment | United States | United States | North America | North America | $ 982 M | $ 99 M | $ 1,082 M | $ 982 M | $ 99 M | $ 1,082 M | ||||||
| 5 | 1 | State Street | AES Corp | State Street | investment | United States | United States | North America | North America | $ 811 M | $ 12 M | $ 822 M | $ 811 M | $ 12 M | $ 822 M | ||||||
| 6 | 1 | Ameriprise Financial | AES Corp | Ameriprise Financial | investment | United States | United States | North America | North America | $ 421 M | $ 1 M | $ 422 M | $ 421 M | $ 1 M | $ 422 M | ||||||
| 7 | 1 | Wellington Management | AES Corp | Wellington Management | investment | United States | United States | North America | North America | $ 386 M | $ 20 M | $ 406 M | $ 386 M | $ 20 M | $ 406 M | ||||||
| 8 | 1 | Orbis Group | AES Corp | Orbis Group | investment | Bermuda | United States | North America | North America | $ 399 M | $ 399 M | $ 399 M | $ 399 M | ||||||||
| 9 | 1 | Geode Capital Holdings | AES Corp | Geode Capital Holdings | investment | United States | United States | North America | North America | $ 297 M | $ <1 M | $ 297 M | $ 297 M | $ <1 M | $ 297 M | ||||||
| 10 | 1 | Sun Life Financial | AES Corp | Sun Life Financial | investment | Canada | United States | North America | North America | $ 252 M | $ 23 M | $ 274 M | $ 252 M | $ 23 M | $ 274 M | ||||||
| 11 | 1 | Morgan Stanley | AES Corp | Morgan Stanley | investment | United States | United States | North America | North America | $ 256 M | $ 11 M | $ 267 M | $ 256 M | $ 11 M | $ 267 M | ||||||
| 12 | 1 | Electron Capital Partners | AES Corp | Electron Capital Partners | investment | United States | United States | North America | North America | $ 234 M | $ 234 M | $ 234 M | $ 234 M | ||||||||
| 13 | 1 | Prudential Financial (US) | AES Corp | Prudential Financial (US) | investment | United States | United States | North America | North America | $ 103 M | $ 120 M | $ 224 M | $ 103 M | $ 120 M | $ 224 M | ||||||
| 14 | 1 | Franklin Resources | AES Corp | Franklin Resources | investment | United States | United States | North America | North America | $ 186 M | $ 33 M | $ 219 M | $ 186 M | $ 33 M | $ 219 M | ||||||
| 15 | 1 | Bank of New York Mellon | AES Corp | Bank of New York Mellon | investment | United States | United States | North America | North America | $ 205 M | $ 2 M | $ 207 M | $ 205 M | $ 2 M | $ 207 M | ||||||
| 16 | 1 | AGF Management | AES Corp | AGF Management | investment | Canada | United States | North America | North America | $ 199 M | $ 199 M | $ 199 M | $ 199 M | ||||||||
| 17 | 1 | Fidelity International | AES Corp | Fidelity International | investment | Bermuda | United States | North America | North America | $ 6 M | $ 190 M | $ 196 M | $ 6 M | $ 190 M | $ 196 M | ||||||
| 18 | 1 | Lord, Abbett & Co | AES Corp | Lord, Abbett & Co | investment | United States | United States | North America | North America | $ 168 M | $ 168 M | $ 168 M | $ 168 M | ||||||||
| 19 | 1 | Power Corporation of Canada | AES Corp | Power Corporation of Canada | investment | Canada | United States | North America | North America | $ 156 M | $ 4 M | $ 160 M | $ 156 M | $ 4 M | $ 160 M | ||||||
| 20 | 1 | Northern Trust | AES Corp | Northern Trust | investment | United States | United States | North America | North America | $ 155 M | $ 1 M | $ 156 M | $ 155 M | $ 1 M | $ 156 M | ||||||
| 21 | 1 | Allianz | AES Corp | Allianz | investment | Germany | United States | Europe (EU) | North America | $ 27 M | $ 124 M | $ 151 M | $ 27 M | $ 124 M | $ 151 M | ||||||
| 22 | 1 | Pictet | AES Corp | Pictet | investment | Switzerland | United States | Europe (non EU) | North America | $ 132 M | $ 16 M | $ 148 M | $ 132 M | $ 16 M | $ 148 M | ||||||
| 23 | 1 | Macquarie Group | AES Corp | Macquarie Group | investment | Australia | United States | Oceania | North America | $ 9 M | $ 130 M | $ 140 M | $ 9 M | $ 130 M | $ 140 M | ||||||
| 24 | 1 | Guggenheim Capital | AES Corp | Guggenheim Capital | investment | United States | United States | North America | North America | $ 7 M | $ 132 M | $ 139 M | $ 7 M | $ 132 M | $ 139 M | ||||||
| 25 | 1 | Goldman Sachs | AES Corp | Goldman Sachs | investment | United States | United States | North America | North America | $ 88 M | $ 42 M | $ 130 M | $ 88 M | $ 42 M | $ 130 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