Coal Industry Sector: | Power |
Coal Share of Revenue: | >15% |
Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
1,965 results Total investment of current selection: $ 62,706 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 | Southern Co | Vanguard | investment | United States | United States | North America | North America | $ 6,462 M | $ 1,397 M | $ 7,860 M | $ 6,462 M | $ 1,397 M | $ 7,860 M | ||||||
2 | 1 | BlackRock | Southern Co | BlackRock | investment | United States | United States | North America | North America | $ 5,210 M | $ 714 M | $ 5,924 M | $ 5,210 M | $ 714 M | $ 5,924 M | ||||||
3 | 1 | State Street | Southern Co | State Street | investment | United States | United States | North America | North America | $ 4,566 M | $ 140 M | $ 4,707 M | $ 4,566 M | $ 140 M | $ 4,707 M | ||||||
4 | 1 | T. Rowe Price | Southern Co | T. Rowe Price | investment | United States | United States | North America | North America | $ 4,383 M | $ 20 M | $ 4,403 M | $ 4,383 M | $ 20 M | $ 4,403 M | ||||||
5 | 1 | Fidelity Investments | Southern Co | Fidelity Investments | investment | United States | United States | North America | North America | $ 2,637 M | $ 392 M | $ 3,029 M | $ 2,637 M | $ 392 M | $ 3,029 M | ||||||
6 | 1 | Sun Life Financial | Southern Co | Sun Life Financial | investment | Canada | United States | North America | North America | $ 1,881 M | $ 115 M | $ 1,996 M | $ 1,881 M | $ 115 M | $ 1,996 M | ||||||
7 | 1 | Geode Capital Holdings | Southern Co | Geode Capital Holdings | investment | United States | United States | North America | North America | $ 1,287 M | $ <1 M | $ 1,287 M | $ 1,287 M | $ <1 M | $ 1,287 M | ||||||
8 | 1 | Franklin Resources | Southern Co | Franklin Resources | investment | United States | United States | North America | North America | $ 1,064 M | $ 131 M | $ 1,195 M | $ 1,064 M | $ 131 M | $ 1,195 M | ||||||
9 | 1 | Capital Group | Southern Co | Capital Group | investment | United States | United States | North America | North America | $ 776 M | $ 131 M | $ 907 M | $ 776 M | $ 131 M | $ 907 M | ||||||
10 | 1 | Government Pension Fund Global (GPFG) | Southern Co | Government Pension Fund Global (GPFG) | investment | Norway | United States | Europe (non EU) | North America | $ 417 M | $ 446 M | $ 864 M | $ 417 M | $ 446 M | $ 864 M | ||||||
11 | 1 | Dodge & Cox | Southern Co | Dodge & Cox | investment | United States | United States | North America | North America | $ 862 M | $ 862 M | $ 862 M | $ 862 M | ||||||||
12 | 1 | Wellington Management | Southern Co | Wellington Management | investment | United States | United States | North America | North America | $ 169 M | $ 681 M | $ 850 M | $ 169 M | $ 681 M | $ 850 M | ||||||
13 | 1 | Northern Trust | Southern Co | Northern Trust | investment | United States | United States | North America | North America | $ 809 M | $ 22 M | $ 831 M | $ 809 M | $ 22 M | $ 831 M | ||||||
14 | 1 | Invesco | Southern Co | Invesco | investment | United States | United States | North America | North America | $ 570 M | $ 167 M | $ 737 M | $ 570 M | $ 167 M | $ 737 M | ||||||
15 | 1 | Morgan Stanley | Southern Co | Morgan Stanley | investment | United States | United States | North America | North America | $ 623 M | $ 49 M | $ 671 M | $ 623 M | $ 49 M | $ 671 M | ||||||
16 | 1 | State Farm | Southern Co | State Farm | investment | United States | United States | North America | North America | $ 1 M | $ 658 M | $ 660 M | $ 1 M | $ 658 M | $ 660 M | ||||||
17 | 1 | Bank of New York Mellon | Southern Co | Bank of New York Mellon | investment | United States | United States | North America | North America | $ 594 M | $ 47 M | $ 640 M | $ 594 M | $ 47 M | $ 640 M | ||||||
18 | 1 | Legal & General | Southern Co | Legal & General | investment | United Kingdom | United States | Europe (non EU) | North America | $ 619 M | $ 17 M | $ 635 M | $ 619 M | $ 17 M | $ 635 M | ||||||
19 | 1 | TIAA | Southern Co | TIAA | investment | United States | United States | North America | North America | $ 272 M | $ 332 M | $ 604 M | $ 272 M | $ 332 M | $ 604 M | ||||||
20 | 1 | California Public Employees' Retirement System (CalPERS) | Southern Co | California Public Employees' Retirement System (CalPERS) | investment | United States | United States | North America | North America | $ 490 M | $ 490 M | $ 490 M | $ 490 M | ||||||||
21 | 1 | Bank of America | Southern Co | Bank of America | investment | United States | United States | North America | North America | $ 474 M | $ <1 M | $ 475 M | $ 474 M | $ <1 M | $ 475 M | ||||||
22 | 1 | Goldman Sachs | Southern Co | Goldman Sachs | investment | United States | United States | North America | North America | $ 320 M | $ 137 M | $ 457 M | $ 320 M | $ 137 M | $ 457 M | ||||||
23 | 1 | Prudential Financial (US) | Southern Co | Prudential Financial (US) | investment | United States | United States | North America | North America | $ 131 M | $ 308 M | $ 439 M | $ 131 M | $ 308 M | $ 439 M | ||||||
24 | 1 | Allianz | Southern Co | Allianz | investment | Germany | United States | Europe (EU) | North America | $ 38 M | $ 398 M | $ 436 M | $ 38 M | $ 398 M | $ 436 M | ||||||
25 | 1 | Government Pension Investment Fund (GPIF) | Southern Co | Government Pension Investment Fund (GPIF) | investment | Japan | United States | East Asia | North America | $ 425 M | $ 11 M | $ 436 M | $ 425 M | $ 11 M | $ 436 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