| Coal Industry Sector: | Power, Services |
| Coal Share of Revenue: | 46% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
54 results Total investment of current selection: $ 375 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 | Franklin Resources | Basin Electric Power Cooperative | Franklin Resources | investment | United States | United States | North America | North America | $ 35 M | $ 35 M | $ 35 M | $ 35 M | ||||||||
| 2 | 1 | American International Group (AIG) | Basin Electric Power Cooperative | American International Group (AIG) | investment | United States | United States | North America | North America | $ 24 M | $ 24 M | $ 24 M | $ 24 M | ||||||||
| 3 | 1 | Sentinel Asset Management | Basin Electric Power Cooperative | Sentinel Asset Management | investment | United States | United States | North America | North America | $ 23 M | $ 23 M | $ 23 M | $ 23 M | ||||||||
| 4 | 1 | Unum Group | Basin Electric Power Cooperative | Unum Group | investment | United States | United States | North America | North America | $ 20 M | $ 20 M | $ 20 M | $ 20 M | ||||||||
| 5 | 1 | Macquarie Group | Basin Electric Power Cooperative | Macquarie Group | investment | Australia | United States | Oceania | North America | $ 19 M | $ 19 M | $ 19 M | $ 19 M | ||||||||
| 6 | 1 | Aviva | Basin Electric Power Cooperative | Aviva | investment | United Kingdom | United States | Europe (non EU) | North America | $ 18 M | $ 18 M | $ 18 M | $ 18 M | ||||||||
| 7 | 1 | Allstate | Basin Electric Power Cooperative | Allstate | investment | United States | United States | North America | North America | $ 17 M | $ 17 M | $ 17 M | $ 17 M | ||||||||
| 8 | 1 | Voya Financial | Basin Electric Power Cooperative | Voya Financial | investment | United States | United States | North America | North America | $ 17 M | $ 17 M | $ 17 M | $ 17 M | ||||||||
| 9 | 1 | Dai-Ichi Life | Basin Electric Power Cooperative | Dai-Ichi Life | investment | Japan | United States | East Asia | North America | $ 17 M | $ 17 M | $ 17 M | $ 17 M | ||||||||
| 10 | 1 | Principal Financial Group | Basin Electric Power Cooperative | Principal Financial Group | investment | United States | United States | North America | North America | $ 15 M | $ 15 M | $ 15 M | $ 15 M | ||||||||
| 11 | 1 | Penn Mutual | Basin Electric Power Cooperative | Penn Mutual | investment | United States | United States | North America | North America | $ 15 M | $ 15 M | $ 15 M | $ 15 M | ||||||||
| 12 | 1 | Allianz | Basin Electric Power Cooperative | Allianz | investment | Germany | United States | Europe (EU) | North America | $ 13 M | $ 13 M | $ 13 M | $ 13 M | ||||||||
| 13 | 1 | Pacific Mutual | Basin Electric Power Cooperative | Pacific Mutual | investment | United States | United States | North America | North America | $ 13 M | $ 13 M | $ 13 M | $ 13 M | ||||||||
| 14 | 1 | American National Insurance | Basin Electric Power Cooperative | American National Insurance | investment | United States | United States | North America | North America | $ 12 M | $ 12 M | $ 12 M | $ 12 M | ||||||||
| 15 | 1 | Minnesota Mutual Companies | Basin Electric Power Cooperative | Minnesota Mutual Companies | investment | United States | United States | North America | North America | $ 11 M | $ 11 M | $ 11 M | $ 11 M | ||||||||
| 16 | 1 | Prudential Financial (US) | Basin Electric Power Cooperative | Prudential Financial (US) | investment | United States | United States | North America | North America | $ 10 M | $ 10 M | $ 10 M | $ 10 M | ||||||||
| 17 | 1 | MetLife | Basin Electric Power Cooperative | MetLife | investment | United States | United States | North America | North America | $ 10 M | $ 10 M | $ 10 M | $ 10 M | ||||||||
| 18 | 1 | American Equity | Basin Electric Power Cooperative | American Equity | investment | United States | United States | North America | North America | $ 9 M | $ 9 M | $ 9 M | $ 9 M | ||||||||
| 19 | 1 | Apollo Global Management | Basin Electric Power Cooperative | Apollo Global Management | investment | United States | United States | North America | North America | $ 9 M | $ 9 M | $ 9 M | $ 9 M | ||||||||
| 20 | 1 | CNO Financial Group | Basin Electric Power Cooperative | CNO Financial Group | investment | United States | United States | North America | North America | $ 8 M | $ 8 M | $ 8 M | $ 8 M | ||||||||
| 21 | 1 | Desjardins Group | Basin Electric Power Cooperative | Desjardins Group | investment | Canada | United States | North America | North America | $ 7 M | $ 7 M | $ 7 M | $ 7 M | ||||||||
| 22 | 1 | TCW Group | Basin Electric Power Cooperative | TCW Group | investment | United States | United States | North America | North America | $ 7 M | $ 7 M | $ 7 M | $ 7 M | ||||||||
| 23 | 1 | UBS | Basin Electric Power Cooperative | UBS | investment | Switzerland | United States | Europe (non EU) | North America | $ 7 M | $ 7 M | $ 7 M | $ 7 M | ||||||||
| 24 | 1 | Legal & General | Basin Electric Power Cooperative | Legal & General | investment | United Kingdom | United States | Europe (non EU) | North America | $ 4 M | $ 4 M | $ 4 M | $ 4 M | ||||||||
| 25 | 1 | Assurant | Basin Electric Power Cooperative | Assurant | investment | United States | United States | North America | North America | $ 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