Home › Asset managers › Compare 2025-2026 › State Street vs Brighthouse
Note on Brighthouse: its funds did not all vote the same way on 12.0% of the 120,192 ballot items it voted. Those items are not in the percentage above; the ones it shares with this pair are listed under “Split votes”.
State Street 2025-2026 · Brighthouse 2025-2026 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 63,203 | 48,861 | 3,760 | 10,582 | 92.9% | 87.5% |
| Board proposals | 53,207 | 40,151 | 3,269 | 9,787 | 92.5% | 86.9% |
| E&S shareholder proposals | 162 | 0 | 1 | 161 | 0.0% | 39.3% |
| Other items | 9,834 | 8,710 | 490 | 634 | 94.7% | 91.4% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
162 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | State Street | Brighthouse |
|---|---|---|---|---|---|---|
| PARAMOUNT GLOBAL | July 2, 2025 | A stockholder proposal, if properly presented at the annual meeting, requesting that the Company issue a report detailing the potential risks associated with omitting "viewpoint" and "ideology" from our equal employment opportunity policy. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 1 fund |
ABSTAIN 1 fund |
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Board Matrix. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 32 funds |
Split 1 FOR, 1 AGAINST, 9 ABSTAIN |
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Report on Civil Liberties in Digital Services. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 32 funds |
Split 2 AGAINST, 9 ABSTAIN |
| ADOBE INC. | April 15, 2026 | Stockholder Proposal Regarding Retirement Plan Climate Risk. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 32 funds |
Split 2 AGAINST, 9 ABSTAIN |
| AIRBNB INC | June 5, 2026 | Report on risks of politicized divestments. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 5 AGAINST, 6 ABSTAIN |
| AKAMAI TECHNOLOGIES, INC. | May 13, 2026 | To vote upon a shareholder proposal requiring the Company to provide a report on political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 19 funds |
Split 3 FOR, 4 ABSTAIN |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal Regarding Food Waste Reporting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 AGAINST, 3 ABSTAIN |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal for a Report on Human Rights Policy and Human Rights Due Diligence. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 AGAINST, 3 ABSTAIN |
| ALBERTSONS COMPANIES, INC. | August 7, 2025 | Stockholder Proposal for a Report on Risks of State Policies on Reproductive Health Care. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 15 funds |
Split 1 AGAINST, 3 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding AI Board oversight Corporate Governance |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 1 FOR, 11 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI data usage oversight Corporate Governance |
Shareholder (E&S) | Against | FOR 29 funds |
Split 2 FOR, 10 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on AI-generated misinformation Corporate Governance |
Shareholder (E&S) | Against | FOR 29 funds |
Split 2 FOR, 10 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on data privacy Corporate Governance |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 1 FOR, 11 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on impact of U.S. immigration policy Corporate Governance |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 1 FOR, 11 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on politicized content moderation Corporate Governance |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 12 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a report on water usage and AI development Environment or Climate |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 12 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding a viewpoint diversity risk report Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 12 AGAINST, 12 ABSTAIN |
| ALPHABET INC. | June 5, 2026 | Shareholder proposal regarding an enhanced disclosure on climate goals Environment or Climate |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 1 FOR, 11 AGAINST, 12 ABSTAIN |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON CHARITABLE PARTNERSHIPS Corporate Governance |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 11 AGAINST, 11 ABSTAIN |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING A REPORT ON IMPACT OF CLIMATE COMMITMENTS Environment or Climate |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 11 AGAINST, 11 ABSTAIN |
| AMAZON.COM, INC. | May 20, 2026 | SHAREHOLDER PROPOSAL REQUESTING ADDITIONAL REPORTING ON IMPACT OF DATA CENTERS ON CLIMATE COMMITMENTS Environment or Climate |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 1 FOR, 10 AGAINST, 11 ABSTAIN |
| APPLE INC. | February 24, 2026 | A shareholder proposal entitled "China Entanglement Audit" Other Social Issues |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 9 AGAINST, 3 ABSTAIN |
| ARCBEST CORPORATION | April 24, 2026 | A shareholder proposal to approve GHG emissions reduction targets, if properly presented at the Annual Meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 10 funds |
Split 1 FOR, 1 AGAINST, 3 ABSTAIN |
| ARCHER-DANIELS-MIDLAND COMPANY | May 7, 2026 | Stockholder Proposal Regarding Issuance of a Report on Pesticide Use Data Reporting in Regenerative Agriculture Program Disclosures. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 1 FOR, 3 AGAINST, 5 ABSTAIN |
| AT&T INC. | May 14, 2026 | EEO-1 Report Disclosure Policy Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 2 FOR, 2 AGAINST, 8 ABSTAIN |
| AUTONATION, INC. | April 28, 2026 | Adoption of stockholder proposal regarding GHG report. Environment or Climate |
Shareholder (E&S) | Against | FOR 10 funds |
Split 1 AGAINST, 2 ABSTAIN |
| Airbnb, Inc. | June 5, 2026 | Oversight of risks relating to digital services; Other Social Issues |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 3 AGAINST, 3 ABSTAIN |
| Airbnb, Inc. | June 5, 2026 | Report on discrimination in charitable support; Other Social Issues |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 3 AGAINST, 3 ABSTAIN |
| BERKSHIRE HATHAWAY INC. | May 2, 2026 | Shareholder proposal requesting that the Company issue a report disclosing the Board's oversight framework for workforce and human-capital management across its operating subsidiaries. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | FOR 22 funds |
Split 1 FOR, 5 AGAINST, 9 ABSTAIN |
| BEST BUY CO., INC. | June 12, 2026 | To vote on a shareholder proposal entitled "Report on Risks of Non- Fiduciary Executive Compensation Metrics" Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 2 AGAINST, 2 ABSTAIN |
| BEST BUY CO., INC. | June 12, 2026 | To vote on a shareholder proposal entitled "Sustainability ROI Report" Environment or Climate |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 2 AGAINST, 2 ABSTAIN |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding a report on deforestation in the company's own-brand supply chain, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 2 AGAINST, 5 ABSTAIN |
| BJ'S WHOLESALE CLUB HOLDINGS, INC. | June 18, 2026 | Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 16 funds |
Split 1 FOR, 2 AGAINST, 5 ABSTAIN |
| BLOOMIN' BRANDS, INC. | April 22, 2026 | Stockholder Proposal Regarding Disclosure of Employee Retention Demographics Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 9 funds |
Split 1 AGAINST, 2 ABSTAIN |
| BOOKING HOLDINGS INC. | June 2, 2026 | Non-binding stockholder vote on a proposal to avoid brand damage due to corporate political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 3 FOR, 3 AGAINST, 9 ABSTAIN |
| BOOKING HOLDINGS INC. | June 2, 2026 | Non-binding stockholder vote on a stockholder resolution regarding business operations in illegal settlements. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 6 AGAINST, 9 ABSTAIN |
| BOOZ ALLEN HAMILTON HOLDING CORPORATION | July 23, 2025 | Vote on a stockholder proposal regarding a report on political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 11 funds |
Split 2 AGAINST, 3 ABSTAIN |
| CASEY'S GENERAL STORES, INC. | September 3, 2025 | Shareholder proposal regarding Scope 3 greenhouse gas reduction targets. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 14 funds |
Split 6 AGAINST, 5 ABSTAIN |
| CHARTER COMMUNICATIONS, INC. | April 21, 2026 | Stockholder proposal regarding political expenditures report. Other Social Issues |
Shareholder (E&S) | Against | FOR 18 funds |
Split 1 FOR, 5 ABSTAIN |
| CHEVRON CORPORATION | May 27, 2026 | Commission a Third-Party Report on Human Rights Processes Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 1 FOR, 6 AGAINST, 8 ABSTAIN |
| CHEVRON CORPORATION | May 27, 2026 | Report on Indigenous Peoples' Rights Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 5 AGAINST, 3 ABSTAIN |
| CISCO SYSTEMS, INC. | December 16, 2025 | Stockholder Proposal - Approval to request the Board to conduct an evaluation and issue a report assessing how Cisco's Inclusion programs provide positive financial value to shareholders. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 3 AGAINST, 8 ABSTAIN |
| COLGATE-PALMOLIVE COMPANY | May 8, 2026 | Stockholder proposal entitled "Remove DEI from Board Candidate Considerations." Corporate Governance |
Shareholder (E&S) | Against | AGAINST 23 funds |
Split 5 AGAINST, 3 ABSTAIN |
| CONSTELLATION ENERGY CORP | April 28, 2026 | To consider a shareholder proposal (if properly presented) requesting a report assessing the bases for the company's diversity, equity and inclusion initiatives Corporate Governance |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 4 AGAINST, 5 ABSTAIN |
| COSTCO WHOLESALE CORPORATION | January 15, 2026 | Shareholder proposal regarding greenwashing risk audit. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 27 funds |
Split 5 AGAINST, 9 ABSTAIN |
| CUMMINS INC. | May 12, 2026 | Shareholder proposal requesting a report on the Company's charitable support. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 4 AGAINST, 6 ABSTAIN |
| DARDEN RESTAURANTS, INC. | September 17, 2025 | To vote on a shareholder proposal requesting the Company disclose measurable targets for reducing greenhouse gas emissions. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 1 AGAINST, 10 ABSTAIN |
| DICK'S SPORTING GOODS, INC. | June 10, 2026 | Stockholder proposal requesting a report on women's rights related business risk and decision framework. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 17 funds |
Split 1 AGAINST, 5 ABSTAIN |
| DIGITAL REALTY TRUST, INC. | May 29, 2026 | A stockholder proposal regarding enhanced water risk disclosure, if properly presented. Environment or Climate |
Shareholder (E&S) | Against | Split 1 FOR, 23 AGAINST |
Split 1 FOR, 2 AGAINST, 5 ABSTAIN |
| DOCUSIGN, INC. | June 1, 2026 | A stockholder proposal to report on the risks of non-fiduciary executive compensation metrics, if properly presented at the meeting Corporate Governance |
Shareholder (E&S) | Against | AGAINST 12 funds |
Split 1 AGAINST, 5 ABSTAIN |
| DOLLAR GENERAL CORPORATION | May 28, 2026 | To vote on a shareholder proposal asking the Board to report on the feasibility of adopting a comprehensive human rights policy stating the Company's commitment to respect human rights, in alignment with international human rights standards, throughout its operation and value chain. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 1 FOR, 1 AGAINST, 8 ABSTAIN |
| DOMINION ENERGY, INC. | May 5, 2026 | Shareholder Proposal Regarding a Report on the Use of ESG and DEI Metrics in Executive Compensation Plans Corporate Governance |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 6 AGAINST, 3 ABSTAIN |
| ELEVANCE HEALTH, INC. | May 13, 2026 | Shareholder Proposal Requesting an Independent Study on the Impact of Prohibiting Corporate Contributions to Partisan 527 Tax-Exempt Political Groups. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 9 AGAINST, 3 ABSTAIN |
| ELI LILLY AND COMPANY | May 4, 2026 | Shareholder proposal to prepare an annual lobbying report. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 1 FOR, 8 AGAINST, 9 ABSTAIN |
| FASTENAL COMPANY | April 23, 2026 | Shareholder proposal relating to an EEO-1 reporting disclosure policy, if properly presented at the annual meeting. Human Rights or Human Capital/workforce |
Shareholder (E&S) | None | AGAINST 23 funds |
Split 1 FOR, 1 AGAINST, 6 ABSTAIN |
| GE AEROSPACE | May 5, 2026 | Shareholder Proposal Requesting Report on Defense-Related Products Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 21 funds |
Split 1 FOR, 4 AGAINST, 8 ABSTAIN |
| GE VERNOVA INC. | May 20, 2026 | Stockholder proposal requesting report assessing sustainability goals on the basis of net-present-value and return-on-investment calculation Environment or Climate |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 4 AGAINST, 8 ABSTAIN |
| GENERAL MILLS, INC. | September 30, 2025 | Shareholder Proposal - Disclosure of Regenerative Agriculture Practices Within Supply Chain. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 3 FOR, 5 ABSTAIN |
| GENERAL MOTORS COMPANY | June 2, 2026 | Shareholder Proposal Requesting a Report on Human Rights Standards for Indigenous Peoples Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 1 FOR, 1 AGAINST, 5 ABSTAIN |
| GILEAD SCIENCES, INC. | April 30, 2026 | To vote on a stockholder proposal requesting a report on the impact of extended patent exclusivities on patient access, if properly presented at the Annual Meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 1 FOR, 4 AGAINST, 10 ABSTAIN |
| GILEAD SCIENCES, INC. | April 30, 2026 | To vote on a stockholder proposal requesting a report on the risks of ESG and DEI executive compensation metrics, if properly presented at the Annual Meeting. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 5 AGAINST, 10 ABSTAIN |
| GRINDR INC. | July 30, 2025 | Stockholder proposal regarding adoption of a human rights policy covering freedom of association and collective bargaining. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 4 funds |
Split 1 AGAINST, 2 ABSTAIN |
| HARLEY-DAVIDSON, INC. | May 21, 2026 | To vote on a shareholder proposal regarding a climate transition plan. Environment or Climate |
Shareholder (E&S) | Against | FOR 12 funds |
Split 1 FOR, 2 ABSTAIN |
| HCA HEALTHCARE, INC. | April 23, 2026 | Stockholder proposal, if properly presented at the meeting, regarding a report on healthcare consequences. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 18 funds |
Split 1 FOR, 4 AGAINST, 7 ABSTAIN |
| HEWLETT PACKARD ENTERPRISE COMPANY | April 1, 2026 | Stockholder proposal entitled: "Report on Discrimination in Charitable Support" Other Social Issues |
Shareholder (E&S) | Against | AGAINST 20 funds |
Split 2 AGAINST, 2 ABSTAIN |
| HUNTINGTON INGALLS INDUSTRIES, INC. | April 29, 2026 | Stockholder proposal requesting an annual report on the Company's political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 22 funds |
Split 1 AGAINST, 4 ABSTAIN |
| HYATT HOTELS CORPORATION | May 20, 2026 | Stockholder proposal requesting the issuance of a report analyzing whether Hyatt could disclose its overall plastics use. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 3 AGAINST, 3 ABSTAIN |
| INTEL CORPORATION | May 13, 2026 | Stockholder proposal requesting a report on Intel's human rights due diligence process. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 1 FOR, 4 AGAINST, 6 ABSTAIN |
| INTEL CORPORATION | May 13, 2026 | Stockholder proposal requesting a report on risk of China exposure. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 25 funds |
Split 5 AGAINST, 6 ABSTAIN |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Stockholder Proposal Requesting a Report on Al Bias Corporate Governance |
Shareholder (E&S) | Against | AGAINST 26 funds |
Split 2 AGAINST, 3 ABSTAIN |
| INTERNATIONAL BUSINESS MACHINES CORP. | April 28, 2026 | Stockholder Proposal Requesting a Report on Discrimination in Charitable Support Corporate Governance |
Shareholder (E&S) | Against | AGAINST 26 funds |
Split 4 AGAINST, 7 ABSTAIN |
| Intuit Inc. | January 22, 2026 | Shareholder proposal requesting the Board to issue a report on the return on investment of the Company's diversity and inclusion programs Environment or Climate |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 2 AGAINST, 2 ABSTAIN |
| JPMORGAN CHASE & CO. | May 19, 2026 | Lobbying alignment Other Social Issues |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 1 FOR, 5 AGAINST, 10 ABSTAIN |
| JPMORGAN CHASE & CO. | May 19, 2026 | Report on congruence of security, resiliency, and climate initiatives Environment or Climate |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 6 AGAINST, 10 ABSTAIN |
| JPMORGAN CHASE & CO. | May 19, 2026 | Sustainability ROI report Environment or Climate |
Shareholder (E&S) | Against | AGAINST 2 funds |
Split 6 AGAINST, 10 ABSTAIN |
| Knight-Swift Transportation Holdings Inc. | May 12, 2026 | Vote on a stockholder proposal regarding support for transparency in political spending. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 13 funds |
Split 2 FOR, 1 AGAINST, 1 ABSTAIN |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting a report describing how the Company could disclose its plastic packaging footprint. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 8 AGAINST, 5 ABSTAIN |
| LOWE'S COMPANIES, INC. | May 29, 2026 | Shareholder Proposal requesting a report on risks of sharing customer data with third parties. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 8 AGAINST, 5 ABSTAIN |
| MERCK & CO., INC. | May 26, 2026 | Shareholder proposal regarding a report on DEI risks in federal contracting. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 9 AGAINST, 3 ABSTAIN |
| MERCK & CO., INC. | May 26, 2026 | Shareholder proposal regarding a report on healthcare coverage gaps. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 9 AGAINST, 3 ABSTAIN |
| MERCK & CO., INC. | May 26, 2026 | Shareholder proposal regarding a report on political contributions. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 29 funds |
Split 9 AGAINST, 3 ABSTAIN |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding data protection impact assessment on generative Al chatbots. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 1 FOR, 4 AGAINST, 2 ABSTAIN |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on Al data usage oversight. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 4 AGAINST, 2 ABSTAIN |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on addressing antisemitism and hate in online platforms. Corporate Governance |
Shareholder (E&S) | Against | FOR 29 funds |
Split 2 FOR, 9 AGAINST, 11 ABSTAIN |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on climate change-related commitments. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 2 FOR, 9 AGAINST, 11 ABSTAIN |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on human rights due diligence. Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 1 FOR, 10 AGAINST, 11 ABSTAIN |
| META PLATFORMS, INC. | May 27, 2026 | A shareholder proposal regarding report on risks of anti-American discrimination from H-1B visa program use. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 30 funds |
Split 11 AGAINST, 11 ABSTAIN |
| MICROSOFT CORPORATION | December 5, 2025 | European Security Program Censorship Risk Audit Corporate Governance |
Shareholder (E&S) | Against | AGAINST 35 funds |
Split 11 AGAINST, 11 ABSTAIN |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Data Operations in Human Rights Hotspots Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 34 AGAINST |
Split 1 FOR, 10 AGAINST, 11 ABSTAIN |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Human Rights Due Diligence Human Rights or Human Capital/workforce |
Shareholder (E&S) | Against | Split 1 FOR, 34 AGAINST |
Split 1 FOR, 10 AGAINST, 11 ABSTAIN |
| MICROSOFT CORPORATION | December 5, 2025 | Report on Risks of Censorship in Generative Artificial Intelligence Corporate Governance |
Shareholder (E&S) | Against | AGAINST 35 funds |
Split 14 AGAINST, 11 ABSTAIN |
| MONDELEZ INTERNATIONAL, INC. | May 20, 2026 | Shareholder proposal requesting a report on objective evaluation of plastics packaging policies Corporate Governance |
Shareholder (E&S) | Against | AGAINST 24 funds |
Split 4 AGAINST, 5 ABSTAIN |
| Microsoft Corporation | December 5, 2025 | Report on Al Data Usage Oversight Other Social Issues |
Shareholder (E&S) | Against | AGAINST 35 funds |
Split 5 AGAINST, 3 ABSTAIN |
| Microsoft Corporation | December 5, 2025 | Report on Al and Machine Learning Tools for Oil and Gas Development and Production Other Social Issues |
Shareholder (E&S) | Against | AGAINST 35 funds |
Split 5 AGAINST, 3 ABSTAIN |
| NETFLIX, INC. | June 4, 2026 | Stockholder proposal entitled, "ESG ROI Report," if properly presented at the meeting. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 8 AGAINST, 2 ABSTAIN |
| NETFLIX, INC. | June 4, 2026 | Stockholder proposal entitled, "Report on Politicized Brand Misalignment," if properly presented at the meeting. Other Social Issues |
Shareholder (E&S) | Against | AGAINST 28 funds |
Split 8 AGAINST, 2 ABSTAIN |
| NEXTERA ENERGY, INC. | May 21, 2026 | A proposal entitled "Paris Agreement Alignment" requesting NextEra Energy publish a report describing if and how the Company plans to reduce its total contribution to climate change and align its operations and investments with the Paris Agreement's goal of maintaining global temperatures well below 2 degrees Celsius, and ideally, 1.5 degrees Celsius. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 26 funds |
Split 2 FOR, 2 AGAINST, 1 ABSTAIN |
| NEXTERA ENERGY, INC. | May 21, 2026 | A proposal entitled "Report on Net Zero Business Performance Risks" requesting the Board of Directors of NextEra Energy prepare a report within the next year, evaluating the potential costs and benefits to NextEra Energy created by aggressive emission reduction policies. Environment or Climate |
Shareholder (E&S) | Against | AGAINST 26 funds |
Split 4 AGAINST, 1 ABSTAIN |
| NVIDIA CORPORATION | June 24, 2026 | Approval of a non-binding stockholder proposal requesting a report on faith-based community resource groups. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 36 funds |
Split 10 AGAINST, 11 ABSTAIN |
| NVIDIA CORPORATION | June 24, 2026 | Approval of a non-binding stockholder proposal requesting a report on workforce civil liberties. Corporate Governance |
Shareholder (E&S) | Against | AGAINST 36 funds |
Split 10 AGAINST, 11 ABSTAIN |
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How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.