| Coal Industry Sector: | Power, Services |
| Coal Share of Revenue: | >30% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
856 results Total investment of current selection: $ 21,152 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 | Capital Group | CenterPoint Energy Inc | Capital Group | investment | United States | United States | North America | North America | $ 2,821 M | $ 29 M | $ 2,849 M | $ 2,821 M | $ 29 M | $ 2,849 M | ||||||
| 2 | 1 | Vanguard | CenterPoint Energy Inc | Vanguard | investment | United States | United States | North America | North America | $ 2,147 M | $ 627 M | $ 2,774 M | $ 2,147 M | $ 627 M | $ 2,774 M | ||||||
| 3 | 1 | BlackRock | CenterPoint Energy Inc | BlackRock | investment | United States | United States | North America | North America | $ 1,453 M | $ 218 M | $ 1,671 M | $ 1,453 M | $ 218 M | $ 1,671 M | ||||||
| 4 | 1 | State Street | CenterPoint Energy Inc | State Street | investment | United States | United States | North America | North America | $ 1,003 M | $ 92 M | $ 1,095 M | $ 1,003 M | $ 92 M | $ 1,095 M | ||||||
| 5 | 1 | Orix Corporation | CenterPoint Energy Inc | Orix Corporation | investment | Japan | United States | East Asia | North America | $ 715 M | $ <1 M | $ 715 M | $ 715 M | $ <1 M | $ 715 M | ||||||
| 6 | 1 | Deutsche Bank | CenterPoint Energy Inc | Deutsche Bank | investment | Germany | United States | Europe (EU) | North America | $ 574 M | $ 8 M | $ 583 M | $ 574 M | $ 8 M | $ 583 M | ||||||
| 7 | 1 | JPMorgan Chase | CenterPoint Energy Inc | JPMorgan Chase | investment | United States | United States | North America | North America | $ 331 M | $ 117 M | $ 449 M | $ 331 M | $ 117 M | $ 449 M | ||||||
| 8 | 1 | Fidelity Investments | CenterPoint Energy Inc | Fidelity Investments | investment | United States | United States | North America | North America | $ 356 M | $ 85 M | $ 440 M | $ 356 M | $ 85 M | $ 440 M | ||||||
| 9 | 1 | Mitsubishi UFJ Financial | CenterPoint Energy Inc | Mitsubishi UFJ Financial | investment | Japan | United States | East Asia | North America | $ 395 M | $ 11 M | $ 406 M | $ 395 M | $ 11 M | $ 406 M | ||||||
| 10 | 1 | Prudential Financial (US) | CenterPoint Energy Inc | Prudential Financial (US) | investment | United States | United States | North America | North America | $ 264 M | $ 128 M | $ 391 M | $ 264 M | $ 128 M | $ 391 M | ||||||
| 11 | 1 | Geode Capital Holdings | CenterPoint Energy Inc | Geode Capital Holdings | investment | United States | United States | North America | North America | $ 356 M | $ 356 M | $ 356 M | $ 356 M | ||||||||
| 12 | 1 | Sun Life Financial | CenterPoint Energy Inc | Sun Life Financial | investment | Canada | United States | North America | North America | $ 232 M | $ 37 M | $ 270 M | $ 232 M | $ 37 M | $ 270 M | ||||||
| 13 | 1 | Franklin Resources | CenterPoint Energy Inc | Franklin Resources | investment | United States | United States | North America | North America | $ 235 M | $ 23 M | $ 259 M | $ 235 M | $ 23 M | $ 259 M | ||||||
| 14 | 1 | Pictet | CenterPoint Energy Inc | Pictet | investment | Switzerland | United States | Europe (non EU) | North America | $ 256 M | $ 256 M | $ 256 M | $ 256 M | ||||||||
| 15 | 1 | TIAA | CenterPoint Energy Inc | TIAA | investment | United States | United States | North America | North America | $ 216 M | $ 36 M | $ 252 M | $ 216 M | $ 36 M | $ 252 M | ||||||
| 16 | 1 | Morgan Stanley | CenterPoint Energy Inc | Morgan Stanley | investment | United States | United States | North America | North America | $ 250 M | $ 1 M | $ 251 M | $ 250 M | $ 1 M | $ 251 M | ||||||
| 17 | 1 | Invesco | CenterPoint Energy Inc | Invesco | investment | United States | United States | North America | North America | $ 223 M | $ 16 M | $ 240 M | $ 223 M | $ 16 M | $ 240 M | ||||||
| 18 | 1 | Neuberger Berman | CenterPoint Energy Inc | Neuberger Berman | investment | United States | United States | North America | North America | $ 233 M | $ 1 M | $ 234 M | $ 233 M | $ 1 M | $ 234 M | ||||||
| 19 | 1 | Virtus Investment Partners | CenterPoint Energy Inc | Virtus Investment Partners | investment | United States | United States | North America | North America | $ 227 M | $ <1 M | $ 227 M | $ 227 M | $ <1 M | $ 227 M | ||||||
| 20 | 1 | Legal & General | CenterPoint Energy Inc | Legal & General | investment | United Kingdom | United States | Europe (non EU) | North America | $ 216 M | $ 216 M | $ 216 M | $ 216 M | ||||||||
| 21 | 1 | Equitable Holdings | CenterPoint Energy Inc | Equitable Holdings | investment | United States | United States | North America | North America | $ 53 M | $ 161 M | $ 213 M | $ 53 M | $ 161 M | $ 213 M | ||||||
| 22 | 1 | Victory Capital | CenterPoint Energy Inc | Victory Capital | investment | United States | United States | North America | North America | $ 50 M | $ 150 M | $ 200 M | $ 50 M | $ 150 M | $ 200 M | ||||||
| 23 | 1 | Brookfield Asset Management | CenterPoint Energy Inc | Brookfield Asset Management | investment | Canada | United States | North America | North America | $ 196 M | $ 2 M | $ 198 M | $ 196 M | $ 2 M | $ 198 M | ||||||
| 24 | 1 | Bank of New York Mellon | CenterPoint Energy Inc | Bank of New York Mellon | investment | United States | United States | North America | North America | $ 164 M | $ 14 M | $ 178 M | $ 164 M | $ 14 M | $ 178 M | ||||||
| 25 | 1 | Northern Trust | CenterPoint Energy Inc | Northern Trust | investment | United States | United States | North America | North America | $ 172 M | $ 2 M | $ 174 M | $ 172 M | $ 2 M | $ 174 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