| Coal Industry Sector: | Power, Mining |
| Coal Share of Revenue: | >50% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
98 results Total investment of current selection: $ 797 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 | Vanguard | AGL Energy Ltd | Vanguard | investment | United States | Australia | North America | Oceania | $ 265 M | $ 265 M | $ 265 M | $ 265 M | ||||||||
| 2 | 1 | BlackRock | AGL Energy Ltd | BlackRock | investment | United States | Australia | North America | Oceania | $ 185 M | $ 185 M | $ 185 M | $ 185 M | ||||||||
| 3 | 1 | JPMorgan Chase | AGL Energy Ltd | JPMorgan Chase | investment | United States | Australia | North America | Oceania | $ 32 M | $ 32 M | $ 32 M | $ 32 M | ||||||||
| 4 | 1 | Franklin Resources | AGL Energy Ltd | Franklin Resources | investment | United States | Australia | North America | Oceania | $ 26 M | $ 26 M | $ 26 M | $ 26 M | ||||||||
| 5 | 1 | AustralianSuper | AGL Energy Ltd | AustralianSuper | investment | Australia | Australia | Oceania | Oceania | $ 17 M | $ 9 M | $ 26 M | $ 17 M | $ 9 M | $ 26 M | ||||||
| 6 | 1 | Jupiter Fund Management | AGL Energy Ltd | Jupiter Fund Management | investment | United Kingdom | Australia | Europe (non EU) | Oceania | $ 23 M | $ 23 M | $ 23 M | $ 23 M | ||||||||
| 7 | 1 | Commonwealth Superannuation Corporation | AGL Energy Ltd | Commonwealth Superannuation Corporation | investment | Australia | Australia | Oceania | Oceania | $ 18 M | $ 18 M | $ 18 M | $ 18 M | ||||||||
| 8 | 1 | Van Eck Associates Corporation | AGL Energy Ltd | Van Eck Associates Corporation | investment | United States | Australia | North America | Oceania | $ 18 M | $ 18 M | $ 18 M | $ 18 M | ||||||||
| 9 | 1 | State Street | AGL Energy Ltd | State Street | investment | United States | Australia | North America | Oceania | $ 17 M | $ 17 M | $ 17 M | $ 17 M | ||||||||
| 10 | 1 | Charles Schwab | AGL Energy Ltd | Charles Schwab | investment | United States | Australia | North America | Oceania | $ 16 M | $ 16 M | $ 16 M | $ 16 M | ||||||||
| 11 | 1 | Bank of New York Mellon | AGL Energy Ltd | Bank of New York Mellon | investment | United States | Australia | North America | Oceania | $ 14 M | $ 14 M | $ 14 M | $ 14 M | ||||||||
| 12 | 1 | Allianz | AGL Energy Ltd | Allianz | investment | Germany | Australia | Europe (EU) | Oceania | $ 14 M | $ 14 M | $ 14 M | $ 14 M | ||||||||
| 13 | 1 | Washington H. Soul Pattinson and Company | AGL Energy Ltd | Washington H. Soul Pattinson and Company | investment | Australia | Australia | Oceania | Oceania | $ 13 M | $ 13 M | $ 13 M | $ 13 M | ||||||||
| 14 | 1 | Netwealth | AGL Energy Ltd | Netwealth | investment | Australia | Australia | Oceania | Oceania | $ 13 M | $ 13 M | $ 13 M | $ 13 M | ||||||||
| 15 | 1 | KKR Group | AGL Energy Ltd | KKR Group | investment | United States | Australia | North America | Oceania | $ 11 M | $ 11 M | $ 11 M | $ 11 M | ||||||||
| 16 | 1 | Dimensional Fund Advisors | AGL Energy Ltd | Dimensional Fund Advisors | investment | United States | Australia | North America | Oceania | $ 10 M | $ 10 M | $ 10 M | $ 10 M | ||||||||
| 17 | 1 | Mirae Asset Financial Group | AGL Energy Ltd | Mirae Asset Financial Group | investment | South Korea | Australia | East Asia | Oceania | $ 10 M | $ 10 M | $ 10 M | $ 10 M | ||||||||
| 18 | 1 | California Public Employees' Retirement System (CalPERS) | AGL Energy Ltd | California Public Employees' Retirement System (CalPERS) | investment | United States | Australia | North America | Oceania | $ 9 M | $ 9 M | $ 9 M | $ 9 M | ||||||||
| 19 | 1 | Carlton Investments | AGL Energy Ltd | Carlton Investments | investment | Australia | Australia | Oceania | Oceania | $ 8 M | $ 8 M | $ 8 M | $ 8 M | ||||||||
| 20 | 1 | Schroders | AGL Energy Ltd | Schroders | investment | United Kingdom | Australia | Europe (non EU) | Oceania | $ 8 M | $ 8 M | $ 8 M | $ 8 M | ||||||||
| 21 | 1 | Geode Capital Holdings | AGL Energy Ltd | Geode Capital Holdings | investment | United States | Australia | North America | Oceania | $ 7 M | $ 7 M | $ 7 M | $ 7 M | ||||||||
| 22 | 1 | IOOF Holdings | AGL Energy Ltd | IOOF Holdings | investment | Australia | Australia | Oceania | Oceania | $ 7 M | $ 7 M | $ 7 M | $ 7 M | ||||||||
| 23 | 1 | Florida State Board of Administration (FSBA) | AGL Energy Ltd | Florida State Board of Administration (FSBA) | investment | United States | Australia | North America | Oceania | $ 5 M | $ 5 M | $ 5 M | $ 5 M | ||||||||
| 24 | 1 | TIAA | AGL Energy Ltd | TIAA | investment | United States | Australia | North America | Oceania | $ 4 M | $ 4 M | $ 4 M | $ 4 M | ||||||||
| 25 | 1 | California State Teachers' Retirement System (CalSTRS) | AGL Energy Ltd | California State Teachers' Retirement System (CalSTRS) | investment | United States | Australia | North America | Oceania | $ 4 M | $ 4 M | $ 4 M | $ 4 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