| Coal Industry Sector: | Power, Services |
| Coal Share of Revenue: | 19% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
345 results Total investment of current selection: $ 4,272 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 | NorthWestern Corp | BlackRock | investment | United States | United States | North America | North America | $ 444 M | $ 2 M | $ 446 M | $ 444 M | $ 2 M | $ 446 M | ||||||
| 2 | 1 | TIAA | NorthWestern Corp | TIAA | investment | United States | United States | North America | North America | $ 24 M | $ 294 M | $ 319 M | $ 24 M | $ 294 M | $ 319 M | ||||||
| 3 | 1 | Vanguard | NorthWestern Corp | Vanguard | investment | United States | United States | North America | North America | $ 295 M | $ 10 M | $ 305 M | $ 295 M | $ 10 M | $ 305 M | ||||||
| 4 | 1 | Macquarie Group | NorthWestern Corp | Macquarie Group | investment | Australia | United States | Oceania | North America | $ 51 M | $ 138 M | $ 189 M | $ 51 M | $ 138 M | $ 189 M | ||||||
| 5 | 1 | American Century Investments | NorthWestern Corp | American Century Investments | investment | United States | United States | North America | North America | $ 167 M | $ 167 M | $ 167 M | $ 167 M | ||||||||
| 6 | 1 | MetLife | NorthWestern Corp | MetLife | investment | United States | United States | North America | North America | $ 5 M | $ 159 M | $ 164 M | $ 5 M | $ 159 M | $ 164 M | ||||||
| 7 | 1 | State Street | NorthWestern Corp | State Street | investment | United States | United States | North America | North America | $ 150 M | $ 9 M | $ 159 M | $ 150 M | $ 9 M | $ 159 M | ||||||
| 8 | 1 | Manulife Financial | NorthWestern Corp | Manulife Financial | investment | Canada | United States | North America | North America | $ 3 M | $ 120 M | $ 123 M | $ 3 M | $ 120 M | $ 123 M | ||||||
| 9 | 1 | Franklin Resources | NorthWestern Corp | Franklin Resources | investment | United States | United States | North America | North America | $ 73 M | $ 25 M | $ 98 M | $ 73 M | $ 25 M | $ 98 M | ||||||
| 10 | 1 | JPMorgan Chase | NorthWestern Corp | JPMorgan Chase | investment | United States | United States | North America | North America | $ 94 M | $ 94 M | $ 94 M | $ 94 M | ||||||||
| 11 | 1 | Thrivent Financial | NorthWestern Corp | Thrivent Financial | investment | United States | United States | North America | North America | $ 23 M | $ 66 M | $ 89 M | $ 23 M | $ 66 M | $ 89 M | ||||||
| 12 | 1 | Fuller & Thaler | NorthWestern Corp | Fuller & Thaler | investment | United States | United States | North America | North America | $ 83 M | $ 83 M | $ 83 M | $ 83 M | ||||||||
| 13 | 1 | Victory Capital | NorthWestern Corp | Victory Capital | investment | United States | United States | North America | North America | $ 80 M | $ 80 M | $ 80 M | $ 80 M | ||||||||
| 14 | 1 | Affiliated Managers Group | NorthWestern Corp | Affiliated Managers Group | investment | United States | United States | North America | North America | $ 79 M | $ 79 M | $ 79 M | $ 79 M | ||||||||
| 15 | 1 | Westwood Holdings Group | NorthWestern Corp | Westwood Holdings Group | investment | United States | United States | North America | North America | $ 65 M | $ 65 M | $ 65 M | $ 65 M | ||||||||
| 16 | 1 | First Trust Advisors | NorthWestern Corp | First Trust Advisors | investment | United States | United States | North America | North America | $ 64 M | $ 64 M | $ 64 M | $ 64 M | ||||||||
| 17 | 1 | Government Pension Fund Global (GPFG) | NorthWestern Corp | Government Pension Fund Global (GPFG) | investment | Norway | United States | Europe (non EU) | North America | $ 35 M | $ 29 M | $ 64 M | $ 35 M | $ 29 M | $ 64 M | ||||||
| 18 | 1 | Jackson Financial | NorthWestern Corp | Jackson Financial | investment | United States | United States | North America | North America | $ 58 M | $ 58 M | $ 58 M | $ 58 M | ||||||||
| 19 | 1 | Voya Financial | NorthWestern Corp | Voya Financial | investment | United States | United States | North America | North America | $ 6 M | $ 52 M | $ 58 M | $ 6 M | $ 52 M | $ 58 M | ||||||
| 20 | 1 | Bank of New York Mellon | NorthWestern Corp | Bank of New York Mellon | investment | United States | United States | North America | North America | $ 55 M | $ <1 M | $ 55 M | $ 55 M | $ <1 M | $ 55 M | ||||||
| 21 | 1 | Geode Capital Holdings | NorthWestern Corp | Geode Capital Holdings | investment | United States | United States | North America | North America | $ 52 M | $ 52 M | $ 52 M | $ 52 M | ||||||||
| 22 | 1 | Invesco | NorthWestern Corp | Invesco | investment | United States | United States | North America | North America | $ 51 M | $ 51 M | $ 51 M | $ 51 M | ||||||||
| 23 | 1 | Dimensional Fund Advisors | NorthWestern Corp | Dimensional Fund Advisors | investment | United States | United States | North America | North America | $ 48 M | $ 48 M | $ 48 M | $ 48 M | ||||||||
| 24 | 1 | Dai-Ichi Life | NorthWestern Corp | Dai-Ichi Life | investment | Japan | United States | East Asia | North America | $ <1 M | $ 48 M | $ 48 M | $ <1 M | $ 48 M | $ 48 M | ||||||
| 25 | 1 | OneAmerica Asset Management | NorthWestern Corp | OneAmerica Asset Management | investment | United States | United States | North America | North America | $ 45 M | $ 45 M | $ 45 M | $ 45 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