| Coal Industry Sector: | Power |
| Coal Share of Revenue: | 21% |
| Expansion Plans: | No |
Listed on the Global Coal Exit List 2022
1,167 results Total investment of current selection: $ 37,522 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 | Xcel Energy Inc | Vanguard | investment | United States | United States | North America | North America | $ 3,347 M | $ 736 M | $ 4,083 M | $ 3,347 M | $ 736 M | $ 4,083 M | ||||||
| 2 | 1 | BlackRock | Xcel Energy Inc | BlackRock | investment | United States | United States | North America | North America | $ 3,116 M | $ 216 M | $ 3,332 M | $ 3,116 M | $ 216 M | $ 3,332 M | ||||||
| 3 | 1 | JPMorgan Chase | Xcel Energy Inc | JPMorgan Chase | investment | United States | United States | North America | North America | $ 2,409 M | $ 31 M | $ 2,440 M | $ 2,409 M | $ 31 M | $ 2,440 M | ||||||
| 4 | 1 | State Street | Xcel Energy Inc | State Street | investment | United States | United States | North America | North America | $ 2,039 M | $ 65 M | $ 2,104 M | $ 2,039 M | $ 65 M | $ 2,104 M | ||||||
| 5 | 1 | Aristotle Capital Management | Xcel Energy Inc | Aristotle Capital Management | investment | United States | United States | North America | North America | $ 1,054 M | $ 1,054 M | $ 1,054 M | $ 1,054 M | ||||||||
| 6 | 1 | T. Rowe Price | Xcel Energy Inc | T. Rowe Price | investment | United States | United States | North America | North America | $ 950 M | $ 3 M | $ 953 M | $ 950 M | $ 3 M | $ 953 M | ||||||
| 7 | 1 | Invesco | Xcel Energy Inc | Invesco | investment | United States | United States | North America | North America | $ 784 M | $ 37 M | $ 821 M | $ 784 M | $ 37 M | $ 821 M | ||||||
| 8 | 1 | Bank of America | Xcel Energy Inc | Bank of America | investment | United States | United States | North America | North America | $ 803 M | $ <1 M | $ 803 M | $ 803 M | $ <1 M | $ 803 M | ||||||
| 9 | 1 | Geode Capital Holdings | Xcel Energy Inc | Geode Capital Holdings | investment | United States | United States | North America | North America | $ 760 M | $ 760 M | $ 760 M | $ 760 M | ||||||||
| 10 | 1 | TIAA | Xcel Energy Inc | TIAA | investment | United States | United States | North America | North America | $ 258 M | $ 498 M | $ 755 M | $ 258 M | $ 498 M | $ 755 M | ||||||
| 11 | 1 | Capital Group | Xcel Energy Inc | Capital Group | investment | United States | United States | North America | North America | $ 464 M | $ 183 M | $ 647 M | $ 464 M | $ 183 M | $ 647 M | ||||||
| 12 | 1 | Prudential Financial (US) | Xcel Energy Inc | Prudential Financial (US) | investment | United States | United States | North America | North America | $ 133 M | $ 499 M | $ 632 M | $ 133 M | $ 499 M | $ 632 M | ||||||
| 13 | 1 | Sun Life Financial | Xcel Energy Inc | Sun Life Financial | investment | Canada | United States | North America | North America | $ 580 M | $ 27 M | $ 608 M | $ 580 M | $ 27 M | $ 608 M | ||||||
| 14 | 1 | Ameriprise Financial | Xcel Energy Inc | Ameriprise Financial | investment | United States | United States | North America | North America | $ 412 M | $ 109 M | $ 521 M | $ 412 M | $ 109 M | $ 521 M | ||||||
| 15 | 1 | Magellan Financial Group | Xcel Energy Inc | Magellan Financial Group | investment | Australia | United States | Oceania | North America | $ 517 M | $ 517 M | $ 517 M | $ 517 M | ||||||||
| 16 | 1 | Royal Bank of Canada | Xcel Energy Inc | Royal Bank of Canada | investment | Canada | United States | North America | North America | $ 515 M | $ 2 M | $ 517 M | $ 515 M | $ 2 M | $ 517 M | ||||||
| 17 | 1 | Mitsubishi UFJ Financial | Xcel Energy Inc | Mitsubishi UFJ Financial | investment | Japan | United States | East Asia | North America | $ 512 M | $ <1 M | $ 513 M | $ 512 M | $ <1 M | $ 513 M | ||||||
| 18 | 1 | Wells Fargo | Xcel Energy Inc | Wells Fargo | investment | United States | United States | North America | North America | $ 469 M | $ 21 M | $ 490 M | $ 469 M | $ 21 M | $ 490 M | ||||||
| 19 | 1 | Principal Financial Group | Xcel Energy Inc | Principal Financial Group | investment | United States | United States | North America | North America | $ 242 M | $ 162 M | $ 404 M | $ 242 M | $ 162 M | $ 404 M | ||||||
| 20 | 1 | California Public Employees' Retirement System (CalPERS) | Xcel Energy Inc | California Public Employees' Retirement System (CalPERS) | investment | United States | United States | North America | North America | $ 268 M | $ 134 M | $ 403 M | $ 268 M | $ 134 M | $ 403 M | ||||||
| 21 | 1 | Northern Trust | Xcel Energy Inc | Northern Trust | investment | United States | United States | North America | North America | $ 398 M | $ 3 M | $ 400 M | $ 398 M | $ 3 M | $ 400 M | ||||||
| 22 | 1 | Victory Capital | Xcel Energy Inc | Victory Capital | investment | United States | United States | North America | North America | $ 354 M | $ 27 M | $ 381 M | $ 354 M | $ 27 M | $ 381 M | ||||||
| 23 | 1 | Legal & General | Xcel Energy Inc | Legal & General | investment | United Kingdom | United States | Europe (non EU) | North America | $ 359 M | $ 6 M | $ 365 M | $ 359 M | $ 6 M | $ 365 M | ||||||
| 24 | 1 | Morgan Stanley | Xcel Energy Inc | Morgan Stanley | investment | United States | United States | North America | North America | $ 348 M | $ 4 M | $ 352 M | $ 348 M | $ 4 M | $ 352 M | ||||||
| 25 | 1 | State Farm | Xcel Energy Inc | State Farm | investment | United States | United States | North America | North America | $ 342 M | $ 342 M | $ 342 M | $ 342 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