| Coal Industry Sector: | Power, Mining, Services |
| Coal Share of Revenue: | 12% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
311 results Total investment of current selection: $ 7,451 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 | Berkshire Hathaway Energy Co | Vanguard | investment | United States | United States | North America | North America | $ 982 M | $ 982 M | $ 982 M | $ 982 M | ||||||||
| 2 | 1 | Wellington Management | Berkshire Hathaway Energy Co | Wellington Management | investment | United States | United States | North America | North America | $ 457 M | $ 457 M | $ 457 M | $ 457 M | ||||||||
| 3 | 1 | State Farm | Berkshire Hathaway Energy Co | State Farm | investment | United States | United States | North America | North America | $ 423 M | $ 423 M | $ 423 M | $ 423 M | ||||||||
| 4 | 1 | Northwestern Mutual | Berkshire Hathaway Energy Co | Northwestern Mutual | investment | United States | United States | North America | North America | $ 314 M | $ 314 M | $ 314 M | $ 314 M | ||||||||
| 5 | 1 | Prudential Financial (US) | Berkshire Hathaway Energy Co | Prudential Financial (US) | investment | United States | United States | North America | North America | $ 268 M | $ 268 M | $ 268 M | $ 268 M | ||||||||
| 6 | 1 | Government Pension Fund Global (GPFG) | Berkshire Hathaway Energy Co | Government Pension Fund Global (GPFG) | investment | Norway | United States | Europe (non EU) | North America | $ 267 M | $ 267 M | $ 267 M | $ 267 M | ||||||||
| 7 | 1 | TIAA | Berkshire Hathaway Energy Co | TIAA | investment | United States | United States | North America | North America | $ 260 M | $ 260 M | $ 260 M | $ 260 M | ||||||||
| 8 | 1 | BlackRock | Berkshire Hathaway Energy Co | BlackRock | investment | United States | United States | North America | North America | $ 254 M | $ 254 M | $ 254 M | $ 254 M | ||||||||
| 9 | 1 | MetLife | Berkshire Hathaway Energy Co | MetLife | investment | United States | United States | North America | North America | $ 231 M | $ 231 M | $ 231 M | $ 231 M | ||||||||
| 10 | 1 | California Public Employees' Retirement System (CalPERS) | Berkshire Hathaway Energy Co | California Public Employees' Retirement System (CalPERS) | investment | United States | United States | North America | North America | $ 190 M | $ 190 M | $ 190 M | $ 190 M | ||||||||
| 11 | 1 | Macquarie Group | Berkshire Hathaway Energy Co | Macquarie Group | investment | Australia | United States | Oceania | North America | $ 180 M | $ 180 M | $ 180 M | $ 180 M | ||||||||
| 12 | 1 | Allianz | Berkshire Hathaway Energy Co | Allianz | investment | Germany | United States | Europe (EU) | North America | $ 170 M | $ 170 M | $ 170 M | $ 170 M | ||||||||
| 13 | 1 | Nationwide Mutual Insurance | Berkshire Hathaway Energy Co | Nationwide Mutual Insurance | investment | United States | United States | North America | North America | $ 117 M | $ 117 M | $ 117 M | $ 117 M | ||||||||
| 14 | 1 | New York Life Insurance | Berkshire Hathaway Energy Co | New York Life Insurance | investment | United States | United States | North America | North America | $ 114 M | $ 114 M | $ 114 M | $ 114 M | ||||||||
| 15 | 1 | Western & Southern Financial | Berkshire Hathaway Energy Co | Western & Southern Financial | investment | United States | United States | North America | North America | $ 112 M | $ 112 M | $ 112 M | $ 112 M | ||||||||
| 16 | 1 | Voya Financial | Berkshire Hathaway Energy Co | Voya Financial | investment | United States | United States | North America | North America | $ 106 M | $ 106 M | $ 106 M | $ 106 M | ||||||||
| 17 | 1 | Principal Financial Group | Berkshire Hathaway Energy Co | Principal Financial Group | investment | United States | United States | North America | North America | $ 96 M | $ 96 M | $ 96 M | $ 96 M | ||||||||
| 18 | 1 | Franklin Resources | Berkshire Hathaway Energy Co | Franklin Resources | investment | United States | United States | North America | North America | $ 93 M | $ 93 M | $ 93 M | $ 93 M | ||||||||
| 19 | 1 | Guardian Life Insurance Company of America | Berkshire Hathaway Energy Co | Guardian Life Insurance Company of America | investment | United States | United States | North America | North America | $ 88 M | $ 88 M | $ 88 M | $ 88 M | ||||||||
| 20 | 1 | Thrivent Financial | Berkshire Hathaway Energy Co | Thrivent Financial | investment | United States | United States | North America | North America | $ 84 M | $ 84 M | $ 84 M | $ 84 M | ||||||||
| 21 | 1 | Ameriprise Financial | Berkshire Hathaway Energy Co | Ameriprise Financial | investment | United States | United States | North America | North America | $ 83 M | $ 83 M | $ 83 M | $ 83 M | ||||||||
| 22 | 1 | Pacific Mutual | Berkshire Hathaway Energy Co | Pacific Mutual | investment | United States | United States | North America | North America | $ 83 M | $ 83 M | $ 83 M | $ 83 M | ||||||||
| 23 | 1 | Aegon | Berkshire Hathaway Energy Co | Aegon | investment | Netherlands | United States | Europe (EU) | North America | $ 77 M | $ 77 M | $ 77 M | $ 77 M | ||||||||
| 24 | 1 | State Street | Berkshire Hathaway Energy Co | State Street | investment | United States | United States | North America | North America | $ 70 M | $ 70 M | $ 70 M | $ 70 M | ||||||||
| 25 | 1 | SEI | Berkshire Hathaway Energy Co | SEI | investment | United States | United States | North America | North America | $ 68 M | $ 68 M | $ 68 M | $ 68 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