| Coal Industry Sector: | Power |
| Coal Share of Revenue: | 23% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
817 results Total investment of current selection: $ 21,755 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 | CMS Energy Corp | Vanguard | investment | United States | United States | North America | North America | $ 2,165 M | $ 435 M | $ 2,600 M | $ 2,165 M | $ 435 M | $ 2,600 M | ||||||
| 2 | 1 | BlackRock | CMS Energy Corp | BlackRock | investment | United States | United States | North America | North America | $ 1,589 M | $ 151 M | $ 1,740 M | $ 1,589 M | $ 151 M | $ 1,740 M | ||||||
| 3 | 1 | Capital Group | CMS Energy Corp | Capital Group | investment | United States | United States | North America | North America | $ 861 M | $ 265 M | $ 1,125 M | $ 861 M | $ 265 M | $ 1,125 M | ||||||
| 4 | 1 | JPMorgan Chase | CMS Energy Corp | JPMorgan Chase | investment | United States | United States | North America | North America | $ 1,047 M | $ 51 M | $ 1,098 M | $ 1,047 M | $ 51 M | $ 1,098 M | ||||||
| 5 | 1 | State Street | CMS Energy Corp | State Street | investment | United States | United States | North America | North America | $ 1,007 M | $ 21 M | $ 1,027 M | $ 1,007 M | $ 21 M | $ 1,027 M | ||||||
| 6 | 1 | Ameriprise Financial | CMS Energy Corp | Ameriprise Financial | investment | United States | United States | North America | North America | $ 365 M | $ 102 M | $ 467 M | $ 365 M | $ 102 M | $ 467 M | ||||||
| 7 | 1 | Prudential Financial (US) | CMS Energy Corp | Prudential Financial (US) | investment | United States | United States | North America | North America | $ 162 M | $ 275 M | $ 437 M | $ 162 M | $ 275 M | $ 437 M | ||||||
| 8 | 1 | Northwestern Mutual | CMS Energy Corp | Northwestern Mutual | investment | United States | United States | North America | North America | $ 4 M | $ 373 M | $ 376 M | $ 4 M | $ 373 M | $ 376 M | ||||||
| 9 | 1 | Wells Fargo | CMS Energy Corp | Wells Fargo | investment | United States | United States | North America | North America | $ 361 M | $ 10 M | $ 371 M | $ 361 M | $ 10 M | $ 371 M | ||||||
| 10 | 1 | Geode Capital Holdings | CMS Energy Corp | Geode Capital Holdings | investment | United States | United States | North America | North America | $ 353 M | $ 353 M | $ 353 M | $ 353 M | ||||||||
| 11 | 1 | Franklin Resources | CMS Energy Corp | Franklin Resources | investment | United States | United States | North America | North America | $ 258 M | $ 92 M | $ 351 M | $ 258 M | $ 92 M | $ 351 M | ||||||
| 12 | 1 | TIAA | CMS Energy Corp | TIAA | investment | United States | United States | North America | North America | $ 68 M | $ 283 M | $ 351 M | $ 68 M | $ 283 M | $ 351 M | ||||||
| 13 | 1 | Morgan Stanley | CMS Energy Corp | Morgan Stanley | investment | United States | United States | North America | North America | $ 290 M | $ 1 M | $ 291 M | $ 290 M | $ 1 M | $ 291 M | ||||||
| 14 | 1 | Bank of New York Mellon | CMS Energy Corp | Bank of New York Mellon | investment | United States | United States | North America | North America | $ 266 M | $ 21 M | $ 287 M | $ 266 M | $ 21 M | $ 287 M | ||||||
| 15 | 1 | T. Rowe Price | CMS Energy Corp | T. Rowe Price | investment | United States | United States | North America | North America | $ 276 M | $ 4 M | $ 280 M | $ 276 M | $ 4 M | $ 280 M | ||||||
| 16 | 1 | Pictet | CMS Energy Corp | Pictet | investment | Switzerland | United States | Europe (non EU) | North America | $ 276 M | $ 276 M | $ 276 M | $ 276 M | ||||||||
| 17 | 1 | Invesco | CMS Energy Corp | Invesco | investment | United States | United States | North America | North America | $ 252 M | $ 7 M | $ 260 M | $ 252 M | $ 7 M | $ 260 M | ||||||
| 18 | 1 | New York Life Insurance | CMS Energy Corp | New York Life Insurance | investment | United States | United States | North America | North America | $ 2 M | $ 251 M | $ 254 M | $ 2 M | $ 251 M | $ 254 M | ||||||
| 19 | 1 | Goldman Sachs | CMS Energy Corp | Goldman Sachs | investment | United States | United States | North America | North America | $ 218 M | $ 35 M | $ 254 M | $ 218 M | $ 35 M | $ 254 M | ||||||
| 20 | 1 | Virtus Investment Partners | CMS Energy Corp | Virtus Investment Partners | investment | United States | United States | North America | North America | $ 235 M | $ 12 M | $ 247 M | $ 235 M | $ 12 M | $ 247 M | ||||||
| 21 | 1 | Sequentis Financial | CMS Energy Corp | Sequentis Financial | investment | United States | United States | North America | North America | $ 233 M | $ 233 M | $ 233 M | $ 233 M | ||||||||
| 22 | 1 | Legal & General | CMS Energy Corp | Legal & General | investment | United Kingdom | United States | Europe (non EU) | North America | $ 201 M | $ 10 M | $ 211 M | $ 201 M | $ 10 M | $ 211 M | ||||||
| 23 | 1 | Macquarie Group | CMS Energy Corp | Macquarie Group | investment | Australia | United States | Oceania | North America | $ 72 M | $ 136 M | $ 208 M | $ 72 M | $ 136 M | $ 208 M | ||||||
| 24 | 1 | MetLife | CMS Energy Corp | MetLife | investment | United States | United States | North America | North America | $ 5 M | $ 198 M | $ 203 M | $ 5 M | $ 198 M | $ 203 M | ||||||
| 25 | 1 | State Farm | CMS Energy Corp | State Farm | investment | United States | United States | North America | North America | $ 197 M | $ 197 M | $ 197 M | $ 197 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