updated
Alabama Power Capital Trust III, Alabama Power Capital Trust I, Alabama Power Capital Trust II, Alabama Power Co, Georgia Power Capital LP, Georgia Power Capital Trust, Georgia Power Capital Trust II, Georgia Power Capital Trust III, Georgia Power Capital Trust V, Georgia Power Capital Trust VI, Georgia Power Capital Trust VII, Georgia Power Co, Mississippi Power Capital Trust II, Mississippi Power Co, Southern Co Capital Funding Inc, Southern Co Capital Trust I, Southern Co Capital Trust II, Southern Co Capital Trust III, Southern Co Capital Trust IV, Southern Co Capital Trust V, Southern Co Capital Trust VI, Alabama Power Capital Trust V, Southern Co Gas Capital Corp
| Coal Industry Sector: | Power |
| Coal Share of Revenue: |
>14% |
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
2,088 results Total investment of current selection: $ 71,890 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Sectors | subsidiaries | Shares $M | Bonds $M | Total $M | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Southern Company | Vanguard | investment | United States | United States | North America | North America | $ 7,215 M | $ 2,062 M | $ 9,277 M | |||||
| 2 | The Southern Company | BlackRock | investment | United States | United States | North America | North America | $ 5,603 M | $ 856 M | $ 6,459 M | |||||
| 3 | The Southern Company | State Street | investment | United States | United States | North America | North America | $ 4,537 M | $ 195 M | $ 4,732 M | |||||
| 4 | The Southern Company | Fidelity Investments | investment | United States | United States | North America | North America | $ 2,549 M | $ 415 M | $ 2,964 M | |||||
| 5 | The Southern Company | JPMorgan Chase | investment | United States | United States | North America | North America | $ 2,300 M | $ 354 M | $ 2,654 M | |||||
| 6 | The Southern Company | Capital Group | investment | United States | United States | North America | North America | $ 2,347 M | $ 219 M | $ 2,566 M | |||||
| 7 | The Southern Company | T. Rowe Price | investment | United States | United States | North America | North America | $ 2,114 M | $ 93 M | $ 2,206 M | |||||
| 8 | The Southern Company | Sun Life Financial | investment | Canada | United States | North America | North America | $ 1,782 M | $ 95 M | $ 1,878 M | |||||
| 9 | The Southern Company | Franklin Resources | investment | United States | United States | North America | North America | $ 1,329 M | $ 392 M | $ 1,721 M | |||||
| 10 | The Southern Company | Geode Capital Holdings | investment | United States | United States | North America | North America | $ 1,439 M | $ <1 M | $ 1,439 M | |||||
| 11 | The Southern Company | Government Pension Fund Global (GPFG) | investment | Norway | United States | Europe (non EU) | North America | $ 612 M | $ 680 M | $ 1,292 M | |||||
| 12 | The Southern Company | Allianz (incl. AGI, PIMCO, Allianz SE) | investment | Germany | United States | Europe (EU) | North America | $ 7 M | $ 1,004 M | $ 1,010 M | |||||
| 13 | The Southern Company | Wellington Management | investment | United States | United States | North America | North America | $ 248 M | $ 629 M | $ 877 M | |||||
| 14 | The Southern Company | Legal & General Investment Management (LGIM) | investment | United Kingdom | United States | Europe (non EU) | North America | $ 756 M | $ 14 M | $ 770 M | |||||
| 15 | The Southern Company | Morgan Stanley | investment | United States | United States | North America | North America | $ 742 M | $ 28 M | $ 770 M | |||||
| 16 | The Southern Company | Northern Trust | investment | United States | United States | North America | North America | $ 751 M | $ 14 M | $ 765 M | |||||
| 17 | The Southern Company | Northwestern Mutual | investment | United States | United States | North America | North America | $ 25 M | $ 738 M | $ 763 M | |||||
| 18 | The Southern Company | TIAA | investment | United States | United States | North America | North America | $ 411 M | $ 331 M | $ 742 M | |||||
| 19 | The Southern Company | Ameriprise Financial | investment | United States | United States | North America | North America | $ 555 M | $ 162 M | $ 716 M | |||||
| 20 | The Southern Company | State Farm | investment | United States | United States | North America | North America | $ 669 M | $ 669 M | ||||||
| 21 | The Southern Company | UBS | investment | Switzerland | United States | Europe (non EU) | North America | $ 572 M | $ 86 M | $ 657 M | |||||
| 22 | The Southern Company | Dodge & Cox | investment | United States | United States | North America | North America | $ 632 M | $ 632 M | ||||||
| 23 | The Southern Company | Mitsubishi UFJ Financial | investment | Japan | United States | East Asia | North America | $ 541 M | $ 25 M | $ 566 M | |||||
| 24 | The Southern Company | Invesco | investment | United States | United States | North America | North America | $ 408 M | $ 150 M | $ 559 M | |||||
| 25 | The Southern Company | California Public Employees' Retirement System (CalPERS) | investment | United States | United States | North America | North America | $ 467 M | $ 88 M | $ 555 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!