| Coal Industry Sector: | Power, Services |
| Coal Share of Revenue: | >20% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
759 results Total investment of current selection: $ 13,149 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 | BlackRock | NRG Energy Inc | BlackRock | investment | United States | United States | North America | North America | $ 1,227 M | $ 306 M | $ 1,534 M | $ 1,227 M | $ 306 M | $ 1,534 M | ||||||
| 2 | 1 | Vanguard | NRG Energy Inc | Vanguard | investment | United States | United States | North America | North America | $ 1,219 M | $ 26 M | $ 1,246 M | $ 1,219 M | $ 26 M | $ 1,246 M | ||||||
| 3 | 1 | State Street | NRG Energy Inc | State Street | investment | United States | United States | North America | North America | $ 588 M | $ 55 M | $ 644 M | $ 588 M | $ 55 M | $ 644 M | ||||||
| 4 | 1 | Power Corporation of Canada | NRG Energy Inc | Power Corporation of Canada | investment | Canada | United States | North America | North America | $ 491 M | $ 37 M | $ 528 M | $ 491 M | $ 37 M | $ 528 M | ||||||
| 5 | 1 | Prudential Financial (US) | NRG Energy Inc | Prudential Financial (US) | investment | United States | United States | North America | North America | $ 32 M | $ 343 M | $ 375 M | $ 32 M | $ 343 M | $ 375 M | ||||||
| 6 | 1 | Invesco | NRG Energy Inc | Invesco | investment | United States | United States | North America | North America | $ 327 M | $ 20 M | $ 347 M | $ 327 M | $ 20 M | $ 347 M | ||||||
| 7 | 1 | Janus Henderson | NRG Energy Inc | Janus Henderson | investment | United Kingdom | United States | Europe (non EU) | North America | $ 208 M | $ 82 M | $ 290 M | $ 208 M | $ 82 M | $ 290 M | ||||||
| 8 | 1 | LSV Asset Management | NRG Energy Inc | LSV Asset Management | investment | United States | United States | North America | North America | $ 285 M | $ 2 M | $ 287 M | $ 285 M | $ 2 M | $ 287 M | ||||||
| 9 | 1 | Lord, Abbett & Co | NRG Energy Inc | Lord, Abbett & Co | investment | United States | United States | North America | North America | $ 56 M | $ 229 M | $ 285 M | $ 56 M | $ 229 M | $ 285 M | ||||||
| 10 | 1 | JPMorgan Chase | NRG Energy Inc | JPMorgan Chase | investment | United States | United States | North America | North America | $ 28 M | $ 252 M | $ 279 M | $ 28 M | $ 252 M | $ 279 M | ||||||
| 11 | 1 | Fidelity Investments | NRG Energy Inc | Fidelity Investments | investment | United States | United States | North America | North America | $ 166 M | $ 112 M | $ 277 M | $ 166 M | $ 112 M | $ 277 M | ||||||
| 12 | 1 | Pzena Investment Management | NRG Energy Inc | Pzena Investment Management | investment | United States | United States | North America | North America | $ 266 M | $ 266 M | $ 266 M | $ 266 M | ||||||||
| 13 | 1 | Morgan Stanley | NRG Energy Inc | Morgan Stanley | investment | United States | United States | North America | North America | $ 185 M | $ 77 M | $ 262 M | $ 185 M | $ 77 M | $ 262 M | ||||||
| 14 | 1 | Ameriprise Financial | NRG Energy Inc | Ameriprise Financial | investment | United States | United States | North America | North America | $ 134 M | $ 97 M | $ 231 M | $ 134 M | $ 97 M | $ 231 M | ||||||
| 15 | 1 | Charles Schwab | NRG Energy Inc | Charles Schwab | investment | United States | United States | North America | North America | $ 203 M | $ 203 M | $ 203 M | $ 203 M | ||||||||
| 16 | 1 | Dimensional Fund Advisors | NRG Energy Inc | Dimensional Fund Advisors | investment | United States | United States | North America | North America | $ 194 M | $ 1 M | $ 195 M | $ 194 M | $ 1 M | $ 195 M | ||||||
| 17 | 1 | Geode Capital Holdings | NRG Energy Inc | Geode Capital Holdings | investment | United States | United States | North America | North America | $ 194 M | $ <1 M | $ 194 M | $ 194 M | $ <1 M | $ 194 M | ||||||
| 18 | 1 | Lyrical Asset Management | NRG Energy Inc | Lyrical Asset Management | investment | United States | United States | North America | North America | $ 180 M | $ 180 M | $ 180 M | $ 180 M | ||||||||
| 19 | 1 | Manulife Financial | NRG Energy Inc | Manulife Financial | investment | Canada | United States | North America | North America | $ 11 M | $ 169 M | $ 179 M | $ 11 M | $ 169 M | $ 179 M | ||||||
| 20 | 1 | Bank of New York Mellon | NRG Energy Inc | Bank of New York Mellon | investment | United States | United States | North America | North America | $ 162 M | $ 14 M | $ 176 M | $ 162 M | $ 14 M | $ 176 M | ||||||
| 21 | 1 | AQR Capital Management | NRG Energy Inc | AQR Capital Management | investment | United States | United States | North America | North America | $ 150 M | $ 4 M | $ 155 M | $ 150 M | $ 4 M | $ 155 M | ||||||
| 22 | 1 | Allstate | NRG Energy Inc | Allstate | investment | United States | United States | North America | North America | $ <1 M | $ 126 M | $ 126 M | $ <1 M | $ 126 M | $ 126 M | ||||||
| 23 | 1 | California Public Employees' Retirement System (CalPERS) | NRG Energy Inc | California Public Employees' Retirement System (CalPERS) | investment | United States | United States | North America | North America | $ 24 M | $ 101 M | $ 125 M | $ 24 M | $ 101 M | $ 125 M | ||||||
| 24 | 1 | Allianz | NRG Energy Inc | Allianz | investment | Germany | United States | Europe (EU) | North America | $ 19 M | $ 99 M | $ 118 M | $ 19 M | $ 99 M | $ 118 M | ||||||
| 25 | 1 | Franklin Resources | NRG Energy Inc | Franklin Resources | investment | United States | United States | North America | North America | $ 21 M | $ 96 M | $ 118 M | $ 21 M | $ 96 M | $ 118 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