Finance Research on the Global Coal Exit List 2021

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Fortis Inc

(Canada)

Total Investors: 18023.00 Shareholding: 12024.77 Bondholding: 5998.23
Total Banks: 6220.10 Loans: 3183.96 Underwritings: 3036.14

Investor Country of HQ Shareholding (Mio $) Bondholding (Mio $) Total (Mio $)
CCM Investment Advisers United States 2.50 2.50
Westwood Holdings Group United States 0.19 0.19
First Citizens Bank United States 0.08 0.08
Chubb Switzerland 8.75 8.75
Auto-Owners Insurance United States 5.00 5.00
KSKJ Life American Slovenian Catholic Union United States 1.20 1.20
United Heritage United States 0.55 0.55
Boys, Arnold & Company United States 0.01 0.01
United Services Automobile Association United States 82.44 82.44
Muzinich & Co United States 1.76 1.76
Employers Mutual Casualty Company United States 0.50 0.50
Selected Funeral & Life Insurance United States 0.10 0.10
Liberty Life Group Trust United States 2.50 2.50
Carlyle Group United States 0.08 0.08
MetLife United States 125.84 125.84
Aflac United States 30.00 30.00
National Life Group United States 16.00 16.00
Indiana Farm Bureau United States 3.92 3.92
Dundee Corporation Canada 0.54 0.54
NISA Investment Advisors United States 0.36 0.36
Fiduciary Management United States 0.15 0.15
Valley National Bancorp United States 0.01 0.01
RP Investment Advisors Canada 23.48 23.48
Croatian Fraternal Union of America United States 1.07 1.07
DuPont Capital Management United States 0.33 0.33
GuideWell Mutual United States 0.20 0.20
Pacific Income Advisers United States 0.03 0.03
Unum Group United States 67.44 67.44
Mutual of Omaha United States 20.00 20.00
Swiss Re Switzerland 3.87 3.87
Lord, Abbett & Co United States 0.54 0.54
Advent Capital Management United States 0.36 0.36
Ameriprise Financial United States 0.15 0.15
Loews Corporation United States 23.10 23.10
Ohio National Mutual Holdings United States 12.75 12.75
Pacific Mutual United States 3.00 3.00
Value Line United States 1.05 1.05
Dodge & Cox United States 0.68 0.68
Sterling Investors Life Insurance Company United States 0.20 0.20
White Mountains Insurance Bermuda 36.25 36.25
OneAmerica Asset Management United States 19.68 19.68
Kansas City Life Insurance Group United States 6.00 6.00
MGIC Investment Corporation United States 2.31 2.31
STERLING CAPITAL MANAGEMENT United States 1.39 1.39
Citadel United States 0.08 0.08
COUNTRY Financial United States 29.56 29.56
Leith Wheeler Investment Counsel United States 4.60 4.60
NYCM Insurance United States 2.00 2.00
Disciplined Growth Investors United States 0.54 0.54
Allstate United States 77.28 77.28
Dynamic Funds Canada 23.01 23.01
Brown Advisory United States 6.95 6.95
GAINSCO United States 1.00 1.00
PFA Group Denmark 0.48 0.48
Banque Cantonale de Genève Switzerland 0.20 0.20
USA Life One United States 0.10 0.10
Logan Capital Management United States 0.02 0.02
Munich Re Germany 34.65 34.65
Payden & Rygel United States 0.94 0.94
New Era Life Group United States 0.41 0.41
Bank Country of HQ Underwriting (Mio $) Loans (Mio $) Grand Total (Mio $)
Toronto-Dominion Bank Canada 381,25 471,80 853,05
Scotiabank Canada 380,47 298,47 678,94
Royal Bank of Canada Canada 266,71 271,80 538,51
CIBC Canada 259,16 271,80 530,96
BMO Financial Group Canada 122,69 271,80 394,49
Mizuho Financial Japan 175,00 200,00 375,00
Wells Fargo United States 161,50 207,65 369,16
Mitsubishi UFJ Financial Japan 114,92 243,37 358,28
National Bank of Canada Canada 85,51 271,80 357,31
KeyCorp United States 120,00 60,00 180,00
Truist Financial United States 101,38 75,00 176,38
Credit Suisse Switzerland 175,00 175,00
Goldman Sachs United States 175,00 175,00
Bank of New York Mellon United States 118,75 50,00 168,75
Desjardins Group Canada 38,90 126,09 164,99
Bank of America United States 42,40 97,65 140,05
Morgan Stanley United States 26,50 97,65 124,16
Banco Bilbao Vizcaya Argentaria (BBVA) Spain 118,75 118,75
HSBC United Kingdom 37,90 65,75 103,65
Casgrain Canada 54,87 54,87
PNC Financial Services United States 50,00 50,00
JPMorgan Chase United States 20,00 26,67 46,67
US Bancorp United States 45,38 45,38
Citizens Financial Group United States 26,67 26,67
iA Financial Group Canada 14,11 14,11