| Coal Industry Sector: | Power |
| Coal Share of Revenue: | 26% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
177 results Total investment of current selection: $ 2,013 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 | Royal Bank of Canada | TransAlta Corp | Royal Bank of Canada | investment | Canada | Canada | North America | North America | $ 345 M | $ 58 M | $ 403 M | $ 345 M | $ 58 M | $ 403 M | ||||||
| 2 | 1 | Brookfield Asset Management | TransAlta Corp | Brookfield Asset Management | investment | Canada | Canada | North America | North America | $ 313 M | $ 313 M | $ 313 M | $ 313 M | ||||||||
| 3 | 1 | CIBC | TransAlta Corp | CIBC | investment | Canada | Canada | North America | North America | $ 100 M | $ 20 M | $ 120 M | $ 100 M | $ 20 M | $ 120 M | ||||||
| 4 | 1 | BMO Financial Group | TransAlta Corp | BMO Financial Group | investment | Canada | Canada | North America | North America | $ 98 M | $ 98 M | $ 98 M | $ 98 M | ||||||||
| 5 | 1 | Vanguard | TransAlta Corp | Vanguard | investment | United States | Canada | North America | North America | $ 70 M | $ 70 M | $ 70 M | $ 70 M | ||||||||
| 6 | 1 | Toronto-Dominion Bank | TransAlta Corp | Toronto-Dominion Bank | investment | Canada | Canada | North America | North America | $ 59 M | $ 59 M | $ 59 M | $ 59 M | ||||||||
| 7 | 1 | Quadravest Capital Management | TransAlta Corp | Quadravest Capital Management | investment | Canada | Canada | North America | North America | $ 53 M | $ 53 M | $ 53 M | $ 53 M | ||||||||
| 8 | 1 | Power Corporation of Canada | TransAlta Corp | Power Corporation of Canada | investment | Canada | Canada | North America | North America | $ 46 M | $ 1 M | $ 47 M | $ 46 M | $ 1 M | $ 47 M | ||||||
| 9 | 1 | Rubric Capital Management | TransAlta Corp | Rubric Capital Management | investment | United States | Canada | North America | North America | $ 46 M | $ 46 M | $ 46 M | $ 46 M | ||||||||
| 10 | 1 | Connor, Clark & Lunn Financial Group | TransAlta Corp | Connor, Clark & Lunn Financial Group | investment | Canada | Canada | North America | North America | $ 42 M | $ 42 M | $ 42 M | $ 42 M | ||||||||
| 11 | 1 | BlackRock | TransAlta Corp | BlackRock | investment | United States | Canada | North America | North America | $ 27 M | $ 15 M | $ 42 M | $ 27 M | $ 15 M | $ 42 M | ||||||
| 12 | 1 | HSBC | TransAlta Corp | HSBC | investment | United Kingdom | Canada | Europe (non EU) | North America | $ 38 M | $ 38 M | $ 38 M | $ 38 M | ||||||||
| 13 | 1 | Franklin Resources | TransAlta Corp | Franklin Resources | investment | United States | Canada | North America | North America | $ <1 M | $ 35 M | $ 35 M | $ <1 M | $ 35 M | $ 35 M | ||||||
| 14 | 1 | Dai-Ichi Life | TransAlta Corp | Dai-Ichi Life | investment | Japan | Canada | East Asia | North America | $ 35 M | $ 35 M | $ 35 M | $ 35 M | ||||||||
| 15 | 1 | Intact Financial Corporation | TransAlta Corp | Intact Financial Corporation | investment | Canada | Canada | North America | North America | $ 32 M | $ 32 M | $ 32 M | $ 32 M | ||||||||
| 16 | 1 | CI Financial | TransAlta Corp | CI Financial | investment | Canada | Canada | North America | North America | $ 30 M | $ 30 M | $ 30 M | $ 30 M | ||||||||
| 17 | 1 | National Bank of Canada | TransAlta Corp | National Bank of Canada | investment | Canada | Canada | North America | North America | $ 29 M | $ 29 M | $ 29 M | $ 29 M | ||||||||
| 18 | 1 | Kayne Anderson Capital Advisors | TransAlta Corp | Kayne Anderson Capital Advisors | investment | United States | Canada | North America | North America | $ 25 M | $ 25 M | $ 25 M | $ 25 M | ||||||||
| 19 | 1 | Scotiabank | TransAlta Corp | Scotiabank | investment | Canada | Canada | North America | North America | $ 22 M | $ 22 M | $ 22 M | $ 22 M | ||||||||
| 20 | 1 | Renaissance Technologies | TransAlta Corp | Renaissance Technologies | investment | United States | Canada | North America | North America | $ 21 M | $ 21 M | $ 21 M | $ 21 M | ||||||||
| 21 | 1 | Ridgewood Capital Asset Management | TransAlta Corp | Ridgewood Capital Asset Management | investment | Canada | Canada | North America | North America | $ 21 M | $ 21 M | $ 21 M | $ 21 M | ||||||||
| 22 | 1 | Morgan Stanley | TransAlta Corp | Morgan Stanley | investment | United States | Canada | North America | North America | $ 11 M | $ 9 M | $ 19 M | $ 11 M | $ 9 M | $ 19 M | ||||||
| 23 | 1 | TIAA | TransAlta Corp | TIAA | investment | United States | Canada | North America | North America | $ 11 M | $ 6 M | $ 17 M | $ 11 M | $ 6 M | $ 17 M | ||||||
| 24 | 1 | Point72 Asset Management | TransAlta Corp | Point72 Asset Management | investment | United States | Canada | North America | North America | $ 17 M | $ 17 M | $ 17 M | $ 17 M | ||||||||
| 25 | 1 | Invesco | TransAlta Corp | Invesco | investment | United States | Canada | North America | North America | $ 1 M | $ 15 M | $ 17 M | $ 1 M | $ 15 M | $ 17 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