| Coal Industry Sector: | Power |
| Coal Share of Revenue: | >19% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
1,206 results Total investment of current selection: $ 27,131 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 | WEC Energy Group Inc | Vanguard | investment | United States | United States | North America | North America | $ 3,718 M | $ 382 M | $ 4,100 M | $ 3,718 M | $ 382 M | $ 4,100 M | ||||||
| 2 | 1 | BlackRock | WEC Energy Group Inc | BlackRock | investment | United States | United States | North America | North America | $ 2,622 M | $ 152 M | $ 2,774 M | $ 2,622 M | $ 152 M | $ 2,774 M | ||||||
| 3 | 1 | State Street | WEC Energy Group Inc | State Street | investment | United States | United States | North America | North America | $ 1,763 M | $ 58 M | $ 1,821 M | $ 1,763 M | $ 58 M | $ 1,821 M | ||||||
| 4 | 1 | TIAA | WEC Energy Group Inc | TIAA | investment | United States | United States | North America | North America | $ 568 M | $ 315 M | $ 883 M | $ 568 M | $ 315 M | $ 883 M | ||||||
| 5 | 1 | Wells Fargo | WEC Energy Group Inc | Wells Fargo | investment | United States | United States | North America | North America | $ 672 M | $ 13 M | $ 684 M | $ 672 M | $ 13 M | $ 684 M | ||||||
| 6 | 1 | Geode Capital Holdings | WEC Energy Group Inc | Geode Capital Holdings | investment | United States | United States | North America | North America | $ 592 M | $ 592 M | $ 592 M | $ 592 M | ||||||||
| 7 | 1 | JPMorgan Chase | WEC Energy Group Inc | JPMorgan Chase | investment | United States | United States | North America | North America | $ 489 M | $ 25 M | $ 515 M | $ 489 M | $ 25 M | $ 515 M | ||||||
| 8 | 1 | Magellan Financial Group | WEC Energy Group Inc | Magellan Financial Group | investment | Australia | United States | Oceania | North America | $ 515 M | $ 515 M | $ 515 M | $ 515 M | ||||||||
| 9 | 1 | Bank of America | WEC Energy Group Inc | Bank of America | investment | United States | United States | North America | North America | $ 496 M | $ <1 M | $ 497 M | $ 496 M | $ <1 M | $ 497 M | ||||||
| 10 | 1 | Deutsche Bank | WEC Energy Group Inc | Deutsche Bank | investment | Germany | United States | Europe (EU) | North America | $ 479 M | $ 12 M | $ 491 M | $ 479 M | $ 12 M | $ 491 M | ||||||
| 11 | 1 | T. Rowe Price | WEC Energy Group Inc | T. Rowe Price | investment | United States | United States | North America | North America | $ 482 M | $ <1 M | $ 483 M | $ 482 M | $ <1 M | $ 483 M | ||||||
| 12 | 1 | Northern Trust | WEC Energy Group Inc | Northern Trust | investment | United States | United States | North America | North America | $ 424 M | $ 6 M | $ 430 M | $ 424 M | $ 6 M | $ 430 M | ||||||
| 13 | 1 | Ameriprise Financial | WEC Energy Group Inc | Ameriprise Financial | investment | United States | United States | North America | North America | $ 333 M | $ 28 M | $ 362 M | $ 333 M | $ 28 M | $ 362 M | ||||||
| 14 | 1 | Pictet | WEC Energy Group Inc | Pictet | investment | Switzerland | United States | Europe (non EU) | North America | $ 349 M | $ 349 M | $ 349 M | $ 349 M | ||||||||
| 15 | 1 | Legal & General | WEC Energy Group Inc | Legal & General | investment | United Kingdom | United States | Europe (non EU) | North America | $ 285 M | $ 1 M | $ 286 M | $ 285 M | $ 1 M | $ 286 M | ||||||
| 16 | 1 | Bank of New York Mellon | WEC Energy Group Inc | Bank of New York Mellon | investment | United States | United States | North America | North America | $ 272 M | $ 13 M | $ 285 M | $ 272 M | $ 13 M | $ 285 M | ||||||
| 17 | 1 | Prudential Financial (US) | WEC Energy Group Inc | Prudential Financial (US) | investment | United States | United States | North America | North America | $ 25 M | $ 253 M | $ 278 M | $ 25 M | $ 253 M | $ 278 M | ||||||
| 18 | 1 | Morgan Stanley | WEC Energy Group Inc | Morgan Stanley | investment | United States | United States | North America | North America | $ 273 M | $ 3 M | $ 275 M | $ 273 M | $ 3 M | $ 275 M | ||||||
| 19 | 1 | PNC Financial Services | WEC Energy Group Inc | PNC Financial Services | investment | United States | United States | North America | North America | $ 262 M | $ <1 M | $ 262 M | $ 262 M | $ <1 M | $ 262 M | ||||||
| 20 | 1 | Invesco | WEC Energy Group Inc | Invesco | investment | United States | United States | North America | North America | $ 238 M | $ 19 M | $ 257 M | $ 238 M | $ 19 M | $ 257 M | ||||||
| 21 | 1 | Fidelity Investments | WEC Energy Group Inc | Fidelity Investments | investment | United States | United States | North America | North America | $ 183 M | $ 53 M | $ 236 M | $ 183 M | $ 53 M | $ 236 M | ||||||
| 22 | 1 | California Public Employees' Retirement System (CalPERS) | WEC Energy Group Inc | California Public Employees' Retirement System (CalPERS) | investment | United States | United States | North America | North America | $ 215 M | $ 215 M | $ 215 M | $ 215 M | ||||||||
| 23 | 1 | Macquarie Group | WEC Energy Group Inc | Macquarie Group | investment | Australia | United States | Oceania | North America | $ 29 M | $ 176 M | $ 205 M | $ 29 M | $ 176 M | $ 205 M | ||||||
| 24 | 1 | Principal Financial Group | WEC Energy Group Inc | Principal Financial Group | investment | United States | United States | North America | North America | $ 162 M | $ 43 M | $ 205 M | $ 162 M | $ 43 M | $ 205 M | ||||||
| 25 | 1 | MetLife | WEC Energy Group Inc | MetLife | investment | United States | United States | North America | North America | $ 9 M | $ 190 M | $ 199 M | $ 9 M | $ 190 M | $ 199 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