| Coal Industry Sector: | Power, Mining |
| Coal Share of Revenue: | >14% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
472 results Total investment of current selection: $ 8,830 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 | Vistra Corp | Vanguard | investment | United States | United States | North America | North America | $ 974 M | $ 974 M | $ 974 M | $ 974 M | ||||||||
| 2 | 1 | Brookfield Asset Management | Vistra Corp | Brookfield Asset Management | investment | Canada | United States | North America | North America | $ 805 M | $ 805 M | $ 805 M | $ 805 M | ||||||||
| 3 | 1 | Fidelity Investments | Vistra Corp | Fidelity Investments | investment | United States | United States | North America | North America | $ 562 M | $ 562 M | $ 562 M | $ 562 M | ||||||||
| 4 | 1 | Qatar Investment Authority | Vistra Corp | Qatar Investment Authority | investment | Qatar | United States | Middle East | North America | $ 522 M | $ 522 M | $ 522 M | $ 522 M | ||||||||
| 5 | 1 | BlackRock | Vistra Corp | BlackRock | investment | United States | United States | North America | North America | $ 496 M | $ 496 M | $ 496 M | $ 496 M | ||||||||
| 6 | 1 | Laurion Capital Management | Vistra Corp | Laurion Capital Management | investment | United States | United States | North America | North America | $ 223 M | $ 223 M | $ 223 M | $ 223 M | ||||||||
| 7 | 1 | Franklin Resources | Vistra Corp | Franklin Resources | investment | United States | United States | North America | North America | $ 206 M | $ 206 M | $ 206 M | $ 206 M | ||||||||
| 8 | 1 | LSV Asset Management | Vistra Corp | LSV Asset Management | investment | United States | United States | North America | North America | $ 205 M | $ 205 M | $ 205 M | $ 205 M | ||||||||
| 9 | 1 | State Street | Vistra Corp | State Street | investment | United States | United States | North America | North America | $ 178 M | $ <1 M | $ 178 M | $ 178 M | $ <1 M | $ 178 M | ||||||
| 10 | 1 | Dimensional Fund Advisors | Vistra Corp | Dimensional Fund Advisors | investment | United States | United States | North America | North America | $ 173 M | $ 173 M | $ 173 M | $ 173 M | ||||||||
| 11 | 1 | Mizuho Financial | Vistra Corp | Mizuho Financial | investment | Japan | United States | East Asia | North America | $ 164 M | $ 164 M | $ 164 M | $ 164 M | ||||||||
| 12 | 1 | Davidson Kempner Capital Management | Vistra Corp | Davidson Kempner Capital Management | investment | United States | United States | North America | North America | $ 148 M | $ 148 M | $ 148 M | $ 148 M | ||||||||
| 13 | 1 | Citadel | Vistra Corp | Citadel | investment | United States | United States | North America | North America | $ 147 M | $ 147 M | $ 147 M | $ 147 M | ||||||||
| 14 | 1 | Invesco | Vistra Corp | Invesco | investment | United States | United States | North America | North America | $ 118 M | $ <1 M | $ 118 M | $ 118 M | $ <1 M | $ 118 M | ||||||
| 15 | 1 | Geode Capital Holdings | Vistra Corp | Geode Capital Holdings | investment | United States | United States | North America | North America | $ 116 M | $ 116 M | $ 116 M | $ 116 M | ||||||||
| 16 | 1 | Sound Shore Management | Vistra Corp | Sound Shore Management | investment | United States | United States | North America | North America | $ 115 M | $ 115 M | $ 115 M | $ 115 M | ||||||||
| 17 | 1 | Neuberger Berman | Vistra Corp | Neuberger Berman | investment | United States | United States | North America | North America | $ 114 M | $ 114 M | $ 114 M | $ 114 M | ||||||||
| 18 | 1 | Morgan Stanley | Vistra Corp | Morgan Stanley | investment | United States | United States | North America | North America | $ 113 M | $ 113 M | $ 113 M | $ 113 M | ||||||||
| 19 | 1 | Bank of New York Mellon | Vistra Corp | Bank of New York Mellon | investment | United States | United States | North America | North America | $ 110 M | $ <1 M | $ 111 M | $ 110 M | $ <1 M | $ 111 M | ||||||
| 20 | 1 | Algemeen Burgerlijk Pensioenfonds (ABP) | Vistra Corp | Algemeen Burgerlijk Pensioenfonds (ABP) | investment | Netherlands | United States | Europe (EU) | North America | $ 8 M | $ 102 M | $ 110 M | $ 8 M | $ 102 M | $ 110 M | ||||||
| 21 | 1 | Affiliated Managers Group | Vistra Corp | Affiliated Managers Group | investment | United States | United States | North America | North America | $ 105 M | $ 105 M | $ 105 M | $ 105 M | ||||||||
| 22 | 1 | Victory Capital | Vistra Corp | Victory Capital | investment | United States | United States | North America | North America | $ 99 M | $ 99 M | $ 99 M | $ 99 M | ||||||||
| 23 | 1 | California Public Employees' Retirement System (CalPERS) | Vistra Corp | California Public Employees' Retirement System (CalPERS) | investment | United States | United States | North America | North America | $ 21 M | $ 75 M | $ 96 M | $ 21 M | $ 75 M | $ 96 M | ||||||
| 24 | 1 | Allianz | Vistra Corp | Allianz | investment | Germany | United States | Europe (EU) | North America | $ 78 M | $ 78 M | $ 78 M | $ 78 M | ||||||||
| 25 | 1 | Bank of America | Vistra Corp | Bank of America | investment | United States | United States | North America | North America | $ 77 M | $ 77 M | $ 77 M | $ 77 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