| Coal Industry Sector: | Power |
| Coal Share of Revenue: | >16% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
2,080 results Total investment of current selection: $ 64,283 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 | Duke Energy Corp | Vanguard | investment | United States | United States | North America | North America | $ 6,589 M | $ 1,980 M | $ 8,569 M | $ 6,589 M | $ 1,980 M | $ 8,569 M | ||||||
| 2 | 1 | BlackRock | Duke Energy Corp | BlackRock | investment | United States | United States | North America | North America | $ 5,125 M | $ 830 M | $ 5,955 M | $ 5,125 M | $ 830 M | $ 5,955 M | ||||||
| 3 | 1 | State Street | Duke Energy Corp | State Street | investment | United States | United States | North America | North America | $ 4,275 M | $ 189 M | $ 4,464 M | $ 4,275 M | $ 189 M | $ 4,464 M | ||||||
| 4 | 1 | Wellington Management | Duke Energy Corp | Wellington Management | investment | United States | United States | North America | North America | $ 3,170 M | $ 649 M | $ 3,819 M | $ 3,170 M | $ 649 M | $ 3,819 M | ||||||
| 5 | 1 | Sun Life Financial | Duke Energy Corp | Sun Life Financial | investment | Canada | United States | North America | North America | $ 1,869 M | $ 111 M | $ 1,981 M | $ 1,869 M | $ 111 M | $ 1,981 M | ||||||
| 6 | 1 | Geode Capital Holdings | Duke Energy Corp | Geode Capital Holdings | investment | United States | United States | North America | North America | $ 1,322 M | $ 1,322 M | $ 1,322 M | $ 1,322 M | ||||||||
| 7 | 1 | Capital Group | Duke Energy Corp | Capital Group | investment | United States | United States | North America | North America | $ 939 M | $ 213 M | $ 1,151 M | $ 939 M | $ 213 M | $ 1,151 M | ||||||
| 8 | 1 | State Farm | Duke Energy Corp | State Farm | investment | United States | United States | North America | North America | $ 332 M | $ 779 M | $ 1,111 M | $ 332 M | $ 779 M | $ 1,111 M | ||||||
| 9 | 1 | Fidelity Investments | Duke Energy Corp | Fidelity Investments | investment | United States | United States | North America | North America | $ 892 M | $ 213 M | $ 1,106 M | $ 892 M | $ 213 M | $ 1,106 M | ||||||
| 10 | 1 | Morgan Stanley | Duke Energy Corp | Morgan Stanley | investment | United States | United States | North America | North America | $ 942 M | $ 6 M | $ 948 M | $ 942 M | $ 6 M | $ 948 M | ||||||
| 11 | 1 | Franklin Resources | Duke Energy Corp | Franklin Resources | investment | United States | United States | North America | North America | $ 722 M | $ 156 M | $ 877 M | $ 722 M | $ 156 M | $ 877 M | ||||||
| 12 | 1 | Northern Trust | Duke Energy Corp | Northern Trust | investment | United States | United States | North America | North America | $ 787 M | $ 8 M | $ 795 M | $ 787 M | $ 8 M | $ 795 M | ||||||
| 13 | 1 | Royal Bank of Canada | Duke Energy Corp | Royal Bank of Canada | investment | Canada | United States | North America | North America | $ 757 M | $ 35 M | $ 792 M | $ 757 M | $ 35 M | $ 792 M | ||||||
| 14 | 1 | American International Group (AIG) | Duke Energy Corp | American International Group (AIG) | investment | United States | United States | North America | North America | $ 19 M | $ 713 M | $ 732 M | $ 19 M | $ 713 M | $ 732 M | ||||||
| 15 | 1 | California Public Employees' Retirement System (CalPERS) | Duke Energy Corp | California Public Employees' Retirement System (CalPERS) | investment | United States | United States | North America | North America | $ 569 M | $ 160 M | $ 730 M | $ 569 M | $ 160 M | $ 730 M | ||||||
| 16 | 1 | TIAA | Duke Energy Corp | TIAA | investment | United States | United States | North America | North America | $ 230 M | $ 480 M | $ 710 M | $ 230 M | $ 480 M | $ 710 M | ||||||
| 17 | 1 | Charles Schwab | Duke Energy Corp | Charles Schwab | investment | United States | United States | North America | North America | $ 688 M | $ 21 M | $ 709 M | $ 688 M | $ 21 M | $ 709 M | ||||||
| 18 | 1 | Legal & General | Duke Energy Corp | Legal & General | investment | United Kingdom | United States | Europe (non EU) | North America | $ 681 M | $ 9 M | $ 690 M | $ 681 M | $ 9 M | $ 690 M | ||||||
| 19 | 1 | Bank of America | Duke Energy Corp | Bank of America | investment | United States | United States | North America | North America | $ 640 M | $ 1 M | $ 641 M | $ 640 M | $ 1 M | $ 641 M | ||||||
| 20 | 1 | Bank of New York Mellon | Duke Energy Corp | Bank of New York Mellon | investment | United States | United States | North America | North America | $ 584 M | $ 40 M | $ 625 M | $ 584 M | $ 40 M | $ 625 M | ||||||
| 21 | 1 | Prudential Financial (US) | Duke Energy Corp | Prudential Financial (US) | investment | United States | United States | North America | North America | $ 134 M | $ 461 M | $ 594 M | $ 134 M | $ 461 M | $ 594 M | ||||||
| 22 | 1 | Northwestern Mutual | Duke Energy Corp | Northwestern Mutual | investment | United States | United States | North America | North America | $ 24 M | $ 555 M | $ 579 M | $ 24 M | $ 555 M | $ 579 M | ||||||
| 23 | 1 | Allianz | Duke Energy Corp | Allianz | investment | Germany | United States | Europe (EU) | North America | $ 44 M | $ 489 M | $ 533 M | $ 44 M | $ 489 M | $ 533 M | ||||||
| 24 | 1 | JPMorgan Chase | Duke Energy Corp | JPMorgan Chase | investment | United States | United States | North America | North America | $ 287 M | $ 218 M | $ 505 M | $ 287 M | $ 218 M | $ 505 M | ||||||
| 25 | 1 | Government Pension Investment Fund (GPIF) | Duke Energy Corp | Government Pension Investment Fund (GPIF) | investment | Japan | United States | East Asia | North America | $ 483 M | $ 10 M | $ 492 M | $ 483 M | $ 10 M | $ 492 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