Majority Action

Already advocating as a shareholder

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Publishes proxy voting analysis that other investors vote on, and runs vote-no campaigns against named directors. It produces the Climate in the Boardroom report series (sixth edition covering the 2024 proxy season), an interactive Climate Proxy Voting Dashboard tracking the climate voting records of the 22 largest asset managers, stewardship checklists, and per-season vote guides, and it ran a Vote NO campaign at ExxonMobil and issued 2026 guidance recommending director no-votes at companies expanding gas-fired generation for data centers. Its own site does not describe it filing resolutions.

www.majorityaction.us/

Issues this organization works on

Acts ethically at the leadership level, Supports workforce retention, advancement, and training, Supports strong governance

How Majority Action publishes its voting positions

What it publishes
Recommends how to vote on named ballot items, before the meeting majorityaction.us
Written policy
None found
Coverage
Selective, a chosen set of key votesTwo vote guides for 2026: climate directors at utilities and oil and gas companies, and pay ratio outliers among S&P 500 companies. Targeted campaigns rather than full ballot coverage.

Checked September 11, 2026. If this is out of date or wrong, claim this profile and correct it.

How Majority Action asked shareholders to vote

32 published positions, each linked to where Majority Action published it.

2026

CompanyItemAsks shareholders to voteSource
Target CorporationSay-on-Pay Proposal (not numbered in the guide)AgainstPublished position
lululemon athletica inc.Say-on-Pay Proposal (Item 3)AgainstPublished position
Dollar TreeSay-on-Pay Proposal (Item 2)AgainstPublished position
Best BuySay-on-Pay Proposal (Item 3)AgainstPublished position
Chipotle Mexican GrillSay-on-Pay Proposal (Item 2)AgainstPublished position
Ulta BeautySay-on-Pay Proposal (Item 5)AgainstPublished position
TJX CompaniesSay-on-Pay Proposal (Item 3)AgainstPublished position
WalmartSay-on-Pay Proposal (Item 3)AgainstPublished position
Lowe'sSay-on-Pay Proposal (Item 2)AgainstPublished position
ExxonMobilSay-on-Pay Proposal (Item 3)AgainstPublished position
Ross StoresSay-on-Pay Proposal (Item 3)AgainstPublished position
McDonald's CorporationSay-on-Pay Proposal (Item 2)AgainstPublished position
Yum! BrandsSay-on-Pay Proposal (Item 3)AgainstPublished position
Hilton WorldwideSay-on-Pay Proposal (Item 3)AgainstPublished position
Coca-Cola Company (The)Say-on-Pay Proposal (Item 2)AgainstPublished position
IBMSay-on-Pay Proposal (Item 3)AgainstPublished position
Chevron CorporationElection of director Enrique Hernandez, Jr. (Director)AgainstPublished position
Chevron CorporationElection of director Debra Reed-Klages (Chair, Audit Committee)AgainstPublished position
ExxonMobilElection of director Michael J. Angelakis (Chair, Finance Committee)AgainstPublished position
ExxonMobilElection of director Lawrence W. Kellner (Chair, Environment/Safety/Public Policy Committee)AgainstPublished position
Dominion EnergyElection of director Mark J. Kington (Chair, Finance Committee)AgainstPublished position
Dominion EnergyElection of director James A. Bennett (Chair, Safety/Technology/Operations Committee)AgainstPublished position
Southern CompanyElection of director John D. Johns (Chair, Finance Committee)AgainstPublished position
Southern CompanyElection of director Anthony F. Earley, Jr. (Operations/Environmental/Safety Committee)AgainstPublished position
American Electric PowerElection of director Ben Fowke (Chair, Finance Committee)AgainstPublished position
American Electric PowerElection of director Sandra Beach Lin (Chair, Nominating/Governance Committee)AgainstPublished position
PPL CorporationElection of director Armando Zagalo de Lima (Chair, Finance Committee)AgainstPublished position
PPL CorporationElection of director Phoebe A. Wood (Chair, Governance/Sustainability Committee)AgainstPublished position
Duke EnergyElection of director Robert M. Davis (Chair, Finance and Risk Management Committee)AgainstPublished position
Duke EnergyElection of director Theodore F. Craver, Jr. (Chair, Corporate Governance Committee)AgainstPublished position
FirstEnergyElection of director Steven J. Demetriou (Chair, Finance Committee)AgainstPublished position
FirstEnergyElection of director Paul Kaleta (Chair, Governance Committee)AgainstPublished position

Companies Majority Action has engaged as a shareholder

4 recorded campaigns across 2 companies.

  • · 2026

    Majority Action at Duke Energy, Southern Company, Dominion Energy, FirstEnergy, PPL and American Electric Power

    Vote against board chairs or directors responsible for climate risk and capital spending at utilities that are expanding fossil fuel generation for data center demand while delaying coal retirements past 2035.

    Source

  • · 2026

    Majority Action at Duke Energy, Southern Company, Dominion Energy, FirstEnergy, PPL, American Electric Power and ExxonMobil

    Vote against directors responsible for climate risk at companies expanding fossil fuel generation for data centers, delaying coal retirements past 2035 or abandoning net-zero commitments.

    Source

  • Bank of America · 2024

    Majority Action at Bank of America

    Vote against Clayton S. Rose, chair of the Enterprise Risk Committee, because the bank reversed its commitment not to directly finance Arctic oil, thermal coal mines or new coal plants, and vote for the clean energy financing ratio proposal.

    Source

  • Archer Daniels Midland · 2022

    Majority Action at Archer-Daniels-Midland

    Vote against CEO and Chair Juan Luciano and Lead Director Donald Felsinger at the May 5, 2022 annual meeting because ADM's deforestation policy lacks firm conversion commitments and cut-off dates and the company has no net zero commitment.

    Source

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