Finance Research on the Global Coal Exit List 2021

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Duke Energy Corp

(USA)

Total Investors: 66749.45 Shareholding: 48538.90 Bondholding: 18210.55
Total Banks: 51080.79 Loans: 27989.31 Underwritings: 23091.48

Investor Country of HQ Shareholding (Mio $) Bondholding (Mio $) Sort ascending Total (Mio $)
Vanguard United States 6,584.04 2,458.36 9,042.40
BlackRock United States 5,163.09 964.97 6,128.06
State Farm United States 330.74 799.33 1,130.08
Allianz Germany 9.58 722.29 731.87
American International Group (AIG) United States 21.58 690.39 711.98
Wellington Management United States 2,977.57 666.10 3,643.67
Northwestern Mutual United States 12.79 629.77 642.56
Manulife Financial Canada 115.17 555.38 670.55
TIAA United States 219.30 528.08 747.38
Prudential Financial (US) United States 168.28 448.33 616.61
MetLife United States 25.79 350.78 376.57
Aegon Netherlands 3.55 286.23 289.78
JPMorgan Chase United States 235.28 257.15 492.43
Ameriprise Financial United States 180.07 250.21 430.28
Allstate United States 0.66 247.88 248.54
Capital Group United States 1,418.79 247.86 1,666.64
New York Life Insurance United States 11.45 233.45 244.90
Nationwide Mutual Insurance United States 231.42 231.42
Fidelity Investments United States 873.54 222.54 1,096.08
Voya Financial United States 42.89 215.30 258.19
Franklin Resources United States 1,171.02 194.16 1,365.18
Guardian Life Insurance Company of America United States 193.03 193.03
State Street United States 3,887.68 190.97 4,078.65
California Public Employees' Retirement System (CalPERS) United States 480.71 189.91 670.62
Macquarie Group Australia 46.62 181.52 228.13
MassMutual Financial United States 12.35 164.71 177.06
Sun Life Financial Canada 2,394.53 160.99 2,555.52
Principal Financial Group United States 94.98 155.83 250.82
Aviva United Kingdom 22.98 152.22 175.20
Dai-Ichi Life Japan 20.17 147.57 167.74
Goldman Sachs United States 283.48 147.24 430.72
Prudential Plc United Kingdom 0.11 144.60 144.71
Thrivent Financial United States 70.86 143.46 214.32
Power Financial Corporation Canada 334.17 142.46 476.63
Guggenheim Capital United States 18.06 139.00 157.06
Travelers United States 138.12 138.12
Algemeen Burgerlijk Pensioenfonds (ABP) Netherlands 202.37 123.80 326.18
SEI United States 27.21 113.27 140.48
White Mountains Insurance Bermuda 111.53 111.53
TCW Group United States 1.00 103.83 104.84
American Equity United States 101.36 101.36
Globe Life United States 89.25 89.25
Deutsche Bank Germany 154.84 85.55 240.40
Wells Fargo United States 392.55 81.66 474.21
Berkshire Hathaway United States 4.40 81.63 86.03
United Services Automobile Association United States 2.11 77.88 79.99
Invesco United States 434.44 77.87 512.31
Cathay Financial Taiwan 2.35 75.14 77.48
Western & Southern Financial United States 44.57 74.44 119.00
Sentry Insurance United States 0.68 72.40 73.09
California State Teachers' Retirement System (CalSTRS) United States 135.42 72.07 207.49
Securian United States 72.02 72.02
Pacific Century Group Hong Kong 69.46 69.46
Equitable Holdings United States 92.78 67.55 160.33
New York State Teachers' Retirement System (NYSTRS) United States 93.92 65.32 159.24
Pacific Investments United Kingdom 62.48 62.48
UBS Switzerland 464.14 60.21 524.35
State Fund United States 59.55 59.55
Munich Re Germany 59.16 59.16
Royal Bank of Canada Canada 730.34 56.84 787.17
Bank Country of HQ Underwriting (Mio $) Loans (Mio $) Grand Total (Mio $)
JPMorgan Chase United States 2.281,74 1.688,89 3.970,63
Wells Fargo United States 1.379,37 1.855,56 3.234,92
Barclays United Kingdom 1.531,46 1.688,89 3.220,35
Citigroup United States 1.402,62 1.786,75 3.189,37
Credit Suisse Switzerland 1.495,24 1.688,89 3.184,13
Bank of America United States 1.244,74 1.688,89 2.933,63
Mitsubishi UFJ Financial Japan 1.023,21 1.751,20 2.774,40
PNC Financial Services United States 1.032,33 1.503,33 2.535,66
Royal Bank of Canada Canada 801,21 1.688,89 2.490,10
Mizuho Financial Japan 727,04 1.688,89 2.415,93
Bank of China China 2.005,56 2.005,56
BNP Paribas France 717,41 1.136,67 1.854,08
Scotiabank Canada 998,04 712,39 1.710,43
Toronto-Dominion Bank Canada 795,64 836,67 1.632,31
Truist Financial United States 927,94 486,67 1.414,61
Morgan Stanley United States 1.084,24 320,00 1.404,24
Goldman Sachs United States 892,87 320,00 1.212,87
US Bancorp United States 468,00 636,67 1.104,67
SMBC Group Japan 248,04 836,67 1.084,71
KeyCorp United States 540,79 486,67 1.027,46
Northern Trust United States 986,67 986,67
Santander Spain 299,40 470,00 769,40
DNB Norway 666,67 666,67
Regions Financial United States 231,92 320,00 551,92
Bank of New York Mellon United States 197,43 320,00 517,43
Loop Capital United States 504,34 504,34
BMO Financial Group Canada 87,17 320,00 407,17
Great Pacific Securities United States 252,61 252,61
Shank Williams Cisneros & Co United States 252,35 252,35
CL King & Associates United States 226,08 226,08
Academy Securities United States 223,78 223,78
Mischler Financial Group United States 193,25 193,25
SAR Holdings United States 154,86 154,86
Guggenheim Capital United States 129,75 129,75
Truist Financial Corp United States 129,17 129,17
SAR Holding United States 120,83 120,83
Drexel Hamilton United States 108,97 108,97
Williams Capital Group United States 105,00 105,00
HSBC United Kingdom 97,86 97,86
Siebert Cisneros Shank & Co United States 87,50 87,50
Cantor Fitzgerald United States 62,50 62,50
CastleOak Securities United States 49,97 49,97
Siebert Williams Shank & Co United States 29,17 29,17
R. Seelaus & Co United States 8,80 8,80
Wolfe Research United States 7,25 7,25
MBS United States 5,50 5,50
Davenport & Company United States 2,00 2,00
DA Davidson & Co United States 2,00 2,00
Baird United States 2,00 2,00
Houchens Industries United States 2,00 2,00
HRC Group Sweden 2,00 2,00
Advisors Asset Management United States 2,00 2,00
Oppenheimer Holdings United States 2,00 2,00
Wedbush United States 2,00 2,00
Mesirow Financial United States 2,00 2,00
William Blair & Company United States 2,00 2,00
Stifel Financial United States 2,00 2,00
Hilltop United States 2,00 2,00
Fidelity Investments United States 2,00 2,00
Penn Mutual United States 2,00 2,00
INTL FCStone United States 2,00 2,00
Maxim Group United States 2,00 2,00