| Coal Industry Sector: | Power, Services |
| Coal Share of Revenue: | >20% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
1,621 results Total investment of current selection: $ 45,526 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 | American Electric Power Company Inc | Vanguard | investment | United States | United States | North America | North America | $ 4,126 M | $ 988 M | $ 5,115 M | $ 4,126 M | $ 988 M | $ 5,115 M | ||||||
| 2 | 1 | BlackRock | American Electric Power Company Inc | BlackRock | investment | United States | United States | North America | North America | $ 3,697 M | $ 376 M | $ 4,072 M | $ 3,697 M | $ 376 M | $ 4,072 M | ||||||
| 3 | 1 | State Street | American Electric Power Company Inc | State Street | investment | United States | United States | North America | North America | $ 2,535 M | $ 106 M | $ 2,641 M | $ 2,535 M | $ 106 M | $ 2,641 M | ||||||
| 4 | 1 | Wellington Management | American Electric Power Company Inc | Wellington Management | investment | United States | United States | North America | North America | $ 1,657 M | $ 94 M | $ 1,751 M | $ 1,657 M | $ 94 M | $ 1,751 M | ||||||
| 5 | 1 | Invesco | American Electric Power Company Inc | Invesco | investment | United States | United States | North America | North America | $ 1,318 M | $ 64 M | $ 1,382 M | $ 1,318 M | $ 64 M | $ 1,382 M | ||||||
| 6 | 1 | Ameriprise Financial | American Electric Power Company Inc | Ameriprise Financial | investment | United States | United States | North America | North America | $ 970 M | $ 63 M | $ 1,033 M | $ 970 M | $ 63 M | $ 1,033 M | ||||||
| 7 | 1 | Morgan Stanley | American Electric Power Company Inc | Morgan Stanley | investment | United States | United States | North America | North America | $ 965 M | $ 6 M | $ 971 M | $ 965 M | $ 6 M | $ 971 M | ||||||
| 8 | 1 | Geode Capital Holdings | American Electric Power Company Inc | Geode Capital Holdings | investment | United States | United States | North America | North America | $ 876 M | $ 876 M | $ 876 M | $ 876 M | ||||||||
| 9 | 1 | TIAA | American Electric Power Company Inc | TIAA | investment | United States | United States | North America | North America | $ 525 M | $ 349 M | $ 873 M | $ 525 M | $ 349 M | $ 873 M | ||||||
| 10 | 1 | Sun Life Financial | American Electric Power Company Inc | Sun Life Financial | investment | Canada | United States | North America | North America | $ 759 M | $ 84 M | $ 843 M | $ 759 M | $ 84 M | $ 843 M | ||||||
| 11 | 1 | T. Rowe Price | American Electric Power Company Inc | T. Rowe Price | investment | United States | United States | North America | North America | $ 818 M | $ 4 M | $ 822 M | $ 818 M | $ 4 M | $ 822 M | ||||||
| 12 | 1 | Franklin Resources | American Electric Power Company Inc | Franklin Resources | investment | United States | United States | North America | North America | $ 629 M | $ 95 M | $ 724 M | $ 629 M | $ 95 M | $ 724 M | ||||||
| 13 | 1 | Power Corporation of Canada | American Electric Power Company Inc | Power Corporation of Canada | investment | Canada | United States | North America | North America | $ 514 M | $ 149 M | $ 662 M | $ 514 M | $ 149 M | $ 662 M | ||||||
| 14 | 1 | Bank of America | American Electric Power Company Inc | Bank of America | investment | United States | United States | North America | North America | $ 563 M | $ <1 M | $ 563 M | $ 563 M | $ <1 M | $ 563 M | ||||||
| 15 | 1 | Equitable Holdings | American Electric Power Company Inc | Equitable Holdings | investment | United States | United States | North America | North America | $ 405 M | $ 79 M | $ 484 M | $ 405 M | $ 79 M | $ 484 M | ||||||
| 16 | 1 | American International Group (AIG) | American Electric Power Company Inc | American International Group (AIG) | investment | United States | United States | North America | North America | $ 14 M | $ 467 M | $ 481 M | $ 14 M | $ 467 M | $ 481 M | ||||||
| 17 | 1 | Allianz | American Electric Power Company Inc | Allianz | investment | Germany | United States | Europe (EU) | North America | $ 7 M | $ 470 M | $ 477 M | $ 7 M | $ 470 M | $ 477 M | ||||||
| 18 | 1 | UBS | American Electric Power Company Inc | UBS | investment | Switzerland | United States | Europe (non EU) | North America | $ 443 M | $ 28 M | $ 471 M | $ 443 M | $ 28 M | $ 471 M | ||||||
| 19 | 1 | Northern Trust | American Electric Power Company Inc | Northern Trust | investment | United States | United States | North America | North America | $ 441 M | $ 19 M | $ 460 M | $ 441 M | $ 19 M | $ 460 M | ||||||
| 20 | 1 | Allspring Global Investments | American Electric Power Company Inc | Allspring Global Investments | investment | United States | United States | North America | North America | $ 407 M | $ 29 M | $ 436 M | $ 407 M | $ 29 M | $ 436 M | ||||||
| 21 | 1 | State Farm | American Electric Power Company Inc | State Farm | investment | United States | United States | North America | North America | $ <1 M | $ 434 M | $ 434 M | $ <1 M | $ 434 M | $ 434 M | ||||||
| 22 | 1 | Legal & General | American Electric Power Company Inc | Legal & General | investment | United Kingdom | United States | Europe (non EU) | North America | $ 423 M | $ <1 M | $ 423 M | $ 423 M | $ <1 M | $ 423 M | ||||||
| 23 | 1 | Wells Fargo | American Electric Power Company Inc | Wells Fargo | investment | United States | United States | North America | North America | $ 419 M | $ 3 M | $ 422 M | $ 419 M | $ 3 M | $ 422 M | ||||||
| 24 | 1 | Northwestern Mutual | American Electric Power Company Inc | Northwestern Mutual | investment | United States | United States | North America | North America | $ 12 M | $ 409 M | $ 420 M | $ 12 M | $ 409 M | $ 420 M | ||||||
| 25 | 1 | Royal Bank of Canada | American Electric Power Company Inc | Royal Bank of Canada | investment | Canada | United States | North America | North America | $ 383 M | $ 21 M | $ 404 M | $ 383 M | $ 21 M | $ 404 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