updated
Duke Capital Finance Trust I, Duke Capital Finance Trust II, Duke Energy Capital Trust II, Duke Energy Florida LLC, Duke Energy Florida Project Finance LLC, Duke Energy Indiana Inc, Duke Energy Kentucky Inc, Duke Energy Ohio Inc, Duke Energy Progress LLC, PROGRESS CAPITAL HOLDINGS INC, Progress Energy Inc, Duke Energy Carolinas LLC
| Coal Industry Sector: | Power |
| Coal Share of Revenue: |
>16% |
Coal Expansion Plans:
|
No |
Listed on the Global Coal Exit List 2023
| Oil and Gas Production in 2022: | No |
| Upstream Expansion:
The upstream expansion figure shows how much oil and gas resources a company is extremely likely to add to its production portfolio in the short term (approx. 1-7 years).
|
No |
| Midstream Expansion:
“Pipeline” means a company is developing ≥100km of oil or gas pipelines. “LNG” means a company is developing LNG terminals with ≥1Mt of annual gas liquefaction capacity.
|
No |
| Gas-fired Power Expansion:
“Yes” for all companies that are developing ≥100 MW of gas-fired power capacity.
|
Yes |
Listed on the Global Oil & Gas Exit List 2023
2,215 results Total investment of current selection: $ 75,187 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Duke Energy Corporation | Vanguard | investment | United States | United States | North America | North America | $ 6,868 M | $ 3,198 M | $ 10,066 M | |||||
| 2 | Duke Energy Corporation | BlackRock | investment | United States | United States | North America | North America | $ 5,567 M | $ 1,371 M | $ 6,938 M | |||||
| 3 | Duke Energy Corporation | State Street | investment | United States | United States | North America | North America | $ 4,133 M | $ 284 M | $ 4,417 M | |||||
| 4 | Duke Energy Corporation | Wellington Management | investment | United States | United States | North America | North America | $ 2,208 M | $ 943 M | $ 3,151 M | |||||
| 5 | Duke Energy Corporation | Sun Life Financial | investment | Canada | United States | North America | North America | $ 1,815 M | $ 123 M | $ 1,937 M | |||||
| 6 | Duke Energy Corporation | State Farm | investment | United States | United States | North America | North America | $ 346 M | $ 1,208 M | $ 1,554 M | |||||
| 7 | Duke Energy Corporation | Geode Capital Holdings | investment | United States | United States | North America | North America | $ 1,498 M | $ <1 M | $ 1,498 M | |||||
| 8 | Duke Energy Corporation | Fidelity Investments | investment | United States | United States | North America | North America | $ 1,098 M | $ 345 M | $ 1,442 M | |||||
| 9 | Duke Energy Corporation | Capital Group | investment | United States | United States | North America | North America | $ 1,083 M | $ 230 M | $ 1,312 M | |||||
| 10 | Duke Energy Corporation | Franklin Resources | investment | United States | United States | North America | North America | $ 840 M | $ 263 M | $ 1,103 M | |||||
| 11 | Duke Energy Corporation | Morgan Stanley | investment | United States | United States | North America | North America | $ 1,008 M | $ 42 M | $ 1,050 M | |||||
| 12 | Duke Energy Corporation | Northwestern Mutual | investment | United States | United States | North America | North America | $ 25 M | $ 920 M | $ 944 M | |||||
| 13 | Duke Energy Corporation | Royal Bank of Canada | investment | Canada | United States | North America | North America | $ 864 M | $ 53 M | $ 917 M | |||||
| 14 | Duke Energy Corporation | Charles Schwab | investment | United States | United States | North America | North America | $ 833 M | $ 73 M | $ 906 M | |||||
| 15 | Duke Energy Corporation | TIAA | investment | United States | United States | North America | North America | $ 268 M | $ 553 M | $ 822 M | |||||
| 16 | Duke Energy Corporation | Legal & General Investment Management (LGIM) | investment | United Kingdom | United States | Europe (non EU) | North America | $ 788 M | $ 12 M | $ 800 M | |||||
| 17 | Duke Energy Corporation | Bank of America | investment | United States | United States | North America | North America | $ 771 M | $ 2 M | $ 773 M | |||||
| 18 | Duke Energy Corporation | California Public Employees' Retirement System (CalPERS) | investment | United States | United States | North America | North America | $ 427 M | $ 343 M | $ 770 M | |||||
| 19 | Duke Energy Corporation | Manulife Financial | investment | Canada | United States | North America | North America | $ 93 M | $ 664 M | $ 757 M | |||||
| 20 | Duke Energy Corporation | Northern Trust | investment | United States | United States | North America | North America | $ 746 M | $ 7 M | $ 752 M | |||||
| 21 | Duke Energy Corporation | UBS | investment | Switzerland | United States | Europe (non EU) | North America | $ 575 M | $ 159 M | $ 734 M | |||||
| 22 | Duke Energy Corporation | Neuberger Berman | investment | United States | United States | North America | North America | $ 707 M | $ 25 M | $ 733 M | |||||
| 23 | Duke Energy Corporation | American International Group (AIG) | investment | United States | United States | North America | North America | $ 19 M | $ 705 M | $ 724 M | |||||
| 24 | Duke Energy Corporation | Prudential Financial (US) | investment | United States | United States | North America | North America | $ 59 M | $ 605 M | $ 664 M | |||||
| 25 | Duke Energy Corporation | JPMorgan Chase | investment | United States | United States | North America | North America | $ 363 M | $ 291 M | $ 654 M |
Remarks
Financial data is drawn from the commercial database Refinitiv (now known as LSEG Data & Analytics). For a selection of pension and sovereign wealth funds, data was collected from the fund disclosures and SEC filings in individual cases. The data was retrieved in May 2024, 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.
For more information read our detailed Methodology!