| Coal Industry Sector: | Power, Mining |
| Coal Share of Revenue: | 0% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
46 results Total investment of current selection: $ 348 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 | MassMutual Holdings | Bulgarian Energy Holding EAD | MassMutual Holdings | investment | United States | Bulgaria | North America | Europe (EU) | $ 50 M | $ 50 M | $ 50 M | $ 50 M | ||||||||
| 2 | 1 | Pensioenfonds Zorg en Welzijn (PFZW) | Bulgarian Energy Holding EAD | Pensioenfonds Zorg en Welzijn (PFZW) | investment | Netherlands | Bulgaria | Europe (EU) | Europe (EU) | $ 45 M | $ 45 M | $ 45 M | $ 45 M | ||||||||
| 3 | 1 | Sun Life Financial | Bulgarian Energy Holding EAD | Sun Life Financial | investment | Canada | Bulgaria | North America | Europe (EU) | $ 37 M | $ 37 M | $ 37 M | $ 37 M | ||||||||
| 4 | 1 | Wellington Management | Bulgarian Energy Holding EAD | Wellington Management | investment | United States | Bulgaria | North America | Europe (EU) | $ 37 M | $ 37 M | $ 37 M | $ 37 M | ||||||||
| 5 | 1 | Jupiter Fund Management | Bulgarian Energy Holding EAD | Jupiter Fund Management | investment | United Kingdom | Bulgaria | Europe (non EU) | Europe (EU) | $ 30 M | $ 30 M | $ 30 M | $ 30 M | ||||||||
| 6 | 1 | Prudential Financial (US) | Bulgarian Energy Holding EAD | Prudential Financial (US) | investment | United States | Bulgaria | North America | Europe (EU) | $ 24 M | $ 24 M | $ 24 M | $ 24 M | ||||||||
| 7 | 1 | BlackRock | Bulgarian Energy Holding EAD | BlackRock | investment | United States | Bulgaria | North America | Europe (EU) | $ 22 M | $ 22 M | $ 22 M | $ 22 M | ||||||||
| 8 | 1 | Deka Group | Bulgarian Energy Holding EAD | Deka Group | investment | Germany | Bulgaria | Europe (EU) | Europe (EU) | $ 18 M | $ 18 M | $ 18 M | $ 18 M | ||||||||
| 9 | 1 | UBS | Bulgarian Energy Holding EAD | UBS | investment | Switzerland | Bulgaria | Europe (non EU) | Europe (EU) | $ 11 M | $ 11 M | $ 11 M | $ 11 M | ||||||||
| 10 | 1 | Deutsche Bank | Bulgarian Energy Holding EAD | Deutsche Bank | investment | Germany | Bulgaria | Europe (EU) | Europe (EU) | $ 10 M | $ 10 M | $ 10 M | $ 10 M | ||||||||
| 11 | 1 | PZU Group | Bulgarian Energy Holding EAD | PZU Group | investment | Poland | Bulgaria | Europe (EU) | Europe (EU) | $ 9 M | $ 9 M | $ 9 M | $ 9 M | ||||||||
| 12 | 1 | BPER Banca | Bulgarian Energy Holding EAD | BPER Banca | investment | Italy | Bulgaria | Europe (EU) | Europe (EU) | $ 7 M | $ 7 M | $ 7 M | $ 7 M | ||||||||
| 13 | 1 | Fidelity Investments | Bulgarian Energy Holding EAD | Fidelity Investments | investment | United States | Bulgaria | North America | Europe (EU) | $ 6 M | $ 6 M | $ 6 M | $ 6 M | ||||||||
| 14 | 1 | Aviva | Bulgarian Energy Holding EAD | Aviva | investment | United Kingdom | Bulgaria | Europe (non EU) | Europe (EU) | $ 5 M | $ 5 M | $ 5 M | $ 5 M | ||||||||
| 15 | 1 | Landesbank Hessen-Thüringen | Bulgarian Energy Holding EAD | Landesbank Hessen-Thüringen | investment | Germany | Bulgaria | Europe (EU) | Europe (EU) | $ 4 M | $ 4 M | $ 4 M | $ 4 M | ||||||||
| 16 | 1 | Azimut | Bulgarian Energy Holding EAD | Azimut | investment | Italy | Bulgaria | Europe (EU) | Europe (EU) | $ 3 M | $ 3 M | $ 3 M | $ 3 M | ||||||||
| 17 | 1 | Compass Asset Management | Bulgarian Energy Holding EAD | Compass Asset Management | investment | Switzerland | Bulgaria | Europe (non EU) | Europe (EU) | $ 3 M | $ 3 M | $ 3 M | $ 3 M | ||||||||
| 18 | 1 | Crédit Agricole | Bulgarian Energy Holding EAD | Crédit Agricole | investment | France | Bulgaria | Europe (EU) | Europe (EU) | $ 3 M | $ 3 M | $ 3 M | $ 3 M | ||||||||
| 19 | 1 | Raiffeisen Banking Group | Bulgarian Energy Holding EAD | Raiffeisen Banking Group | investment | Austria | Bulgaria | Europe (EU) | Europe (EU) | $ 3 M | $ 3 M | $ 3 M | $ 3 M | ||||||||
| 20 | 1 | Morgan Stanley | Bulgarian Energy Holding EAD | Morgan Stanley | investment | United States | Bulgaria | North America | Europe (EU) | $ 2 M | $ 2 M | $ 2 M | $ 2 M | ||||||||
| 21 | 1 | Jyske Bank | Bulgarian Energy Holding EAD | Jyske Bank | investment | Denmark | Bulgaria | Europe (EU) | Europe (EU) | $ 2 M | $ 2 M | $ 2 M | $ 2 M | ||||||||
| 22 | 1 | EFG International | Bulgarian Energy Holding EAD | EFG International | investment | Switzerland | Bulgaria | Europe (non EU) | Europe (EU) | $ 2 M | $ 2 M | $ 2 M | $ 2 M | ||||||||
| 23 | 1 | JPMorgan Chase | Bulgarian Energy Holding EAD | JPMorgan Chase | investment | United States | Bulgaria | North America | Europe (EU) | $ 2 M | $ 2 M | $ 2 M | $ 2 M | ||||||||
| 24 | 1 | Fidelity International | Bulgarian Energy Holding EAD | Fidelity International | investment | Bermuda | Bulgaria | North America | Europe (EU) | $ 2 M | $ 2 M | $ 2 M | $ 2 M | ||||||||
| 25 | 1 | Grantham Mayo Van Otterloo & Co | Bulgarian Energy Holding EAD | Grantham Mayo Van Otterloo & Co | investment | United States | Bulgaria | North America | Europe (EU) | $ 2 M | $ 2 M | $ 2 M | $ 2 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