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 $) Total (Mio $)
ZWJ Investment Counsel United States 1.74 1.74
Zürcher Kantonalbank Switzerland 12.05 11.42 23.47
Zions Bancorporation United States 2.99 2.99
Zazove Associates United States 3.89 3.89
Zacks Investment Research United States 0.20 0.20
Yuanta Financial Taiwan 1.25 12.46 13.71
Yorktown Management & Research United States 0.26 0.90 1.16
YHB Investment Advisors United States 0.33 0.33
Y-Intercept Hong Kong 1.44 1.44
Xponance United States 3.79 3.79
WWM Financial United States 1.28 1.28
WrapManager United States 0.54 0.54
WorldQuant United States 6.96 6.96
Workers Compensation Fund United States 0.30 0.30
Woodmont Investment Counsel United States 12.17 12.17
WoodmenLife United States 27.00 27.00
Woodley Farra Manion Portfolio Management United States 0.24 0.24
Woodard & Co Asset Management Group United States 2.04 2.04
Woman's Life Insurance Society United States 0.94 0.94
Wolverine Trading United States 3.92 3.92
Wolverine Asset Management United States 0.38 0.38
Wolff Financial Management United States 0.47 0.47
Wintrust Financial Corporation United States 1.21 1.21
Winton Group United Kingdom 0.67 0.67
Winthrop Wealth Management United States 0.22 0.22
Winfield Associates United States 0.32 0.32
Windward Capital Management United States 3.98 3.98
Winch Financial United States 0.01 0.01
Wimmer Associates United States 0.36 0.36
Wills Financial Group United States 0.50 0.50
Willis Investment Counsel United States 15.49 15.49
Willingdon Wealth Management United States 0.71 0.71
William Penn Association United States 3.58 3.58
Wilkinson Global Capital Canada 0.88 0.88
Wilkins Investment Counsel United States 0.40 0.40
Wiley Brothers-Aintree Capital United States 0.43 0.43
Wilbanks Smith & Thomas Asset Management United States 3.07 3.07
Whittier Trust Company United States 1.31 1.31
Whitener Capital Management United States 3.51 3.51
Whitehelm Capital Australia 3.46 3.46
White Mountains Insurance Bermuda 111.53 111.53
White Lighthouse Investment Management United States 0.41 0.41
WhaleRock Point Partners United States 0.71 0.71
Wetherby Asset Management United States 0.93 0.93
Westwood Holdings Group United States 0.33 0.33
Westside Investment Management United States 0.06 0.06
Westpac Australia 1.11 1.11
Westover Capital Advisors United States 0.45 0.45
Westfield Insurance Company United States 10.00 10.00
Western Wealth Management United States 0.78 0.78
Western Catholic Union United States 0.25 0.25
Western & Southern Financial United States 44.57 74.44 119.00
Westchester United States 1.40 7.64 9.03
West Oak Capital United States 0.03 0.03
West Family Investments United States 0.84 0.84
West Branch Capital United States 0.30 0.30
West Bank United States 0.08 0.08
WesBanco United States 6.72 6.72
Wells Fargo United States 392.55 81.66 474.21
Wellington Shields United States 0.61 0.61
Bank Country of HQ Underwriting (Mio $) Loans (Mio $) Grand Total (Mio $)
Wolfe Research United States 7,25 7,25
Williams Capital Group United States 105,00 105,00
William Blair & Company United States 2,00 2,00
Wells Fargo United States 1.379,37 1.855,56 3.234,92
Wedbush United States 2,00 2,00
US Bancorp United States 468,00 636,67 1.104,67
Truist Financial Corp United States 129,17 129,17
Truist Financial United States 927,94 486,67 1.414,61
Toronto-Dominion Bank Canada 795,64 836,67 1.632,31
Stifel Financial United States 2,00 2,00
SMBC Group Japan 248,04 836,67 1.084,71
Siebert Williams Shank & Co United States 29,17 29,17
Siebert Cisneros Shank & Co United States 87,50 87,50
Shank Williams Cisneros & Co United States 252,35 252,35
Scotiabank Canada 998,04 712,39 1.710,43
SAR Holdings United States 154,86 154,86
SAR Holding United States 120,83 120,83
Santander Spain 299,40 470,00 769,40
Royal Bank of Canada Canada 801,21 1.688,89 2.490,10
Regions Financial United States 231,92 320,00 551,92
R. Seelaus & Co United States 8,80 8,80
PNC Financial Services United States 1.032,33 1.503,33 2.535,66
Penn Mutual United States 2,00 2,00
Oppenheimer Holdings United States 2,00 2,00
Northern Trust United States 986,67 986,67
Morgan Stanley United States 1.084,24 320,00 1.404,24
Mizuho Financial Japan 727,04 1.688,89 2.415,93
Mitsubishi UFJ Financial Japan 1.023,21 1.751,20 2.774,40
Mischler Financial Group United States 193,25 193,25
Mesirow Financial United States 2,00 2,00
MBS United States 5,50 5,50
Maxim Group United States 2,00 2,00
Loop Capital United States 504,34 504,34
KeyCorp United States 540,79 486,67 1.027,46
JPMorgan Chase United States 2.281,74 1.688,89 3.970,63
INTL FCStone United States 2,00 2,00
HSBC United Kingdom 97,86 97,86
HRC Group Sweden 2,00 2,00
Houchens Industries United States 2,00 2,00
Hilltop United States 2,00 2,00
Guggenheim Capital United States 129,75 129,75
Great Pacific Securities United States 252,61 252,61
Goldman Sachs United States 892,87 320,00 1.212,87
Fidelity Investments United States 2,00 2,00
Drexel Hamilton United States 108,97 108,97
DNB Norway 666,67 666,67
Davenport & Company United States 2,00 2,00
DA Davidson & Co United States 2,00 2,00
Credit Suisse Switzerland 1.495,24 1.688,89 3.184,13
CL King & Associates United States 226,08 226,08
Citigroup United States 1.402,62 1.786,75 3.189,37
CastleOak Securities United States 49,97 49,97
Cantor Fitzgerald United States 62,50 62,50
BNP Paribas France 717,41 1.136,67 1.854,08
BMO Financial Group Canada 87,17 320,00 407,17
Barclays United Kingdom 1.531,46 1.688,89 3.220,35
Bank of New York Mellon United States 197,43 320,00 517,43
Bank of China China 2.005,56 2.005,56
Bank of America United States 1.244,74 1.688,89 2.933,63
Baird United States 2,00 2,00
Advisors Asset Management United States 2,00 2,00
Academy Securities United States 223,78 223,78