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Equibles

UBS Group AG

Position in D — Dominion Energy, Inc

CIK 1610520 ZURICH, V8
Back to D Full portfolio

Position in D

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$205,710,306
-$27,140,286 QoQ
Shares Held
3,012,305
-20.0% QoQ
Ownership
0.343%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#32
of 1,537 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 68% Shared 0% None 32%

Common Shares in D Over Time

Shares Held

Position Value (USD)

Derivatives in D

reported options exposure · as of Jun 30, 2026
CallValue
$3,516,935
CallShares
51,500
PutValue
$3,523,764
PutShares
51,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

UBS Group AG holds $6,875,468,277 across 42 Utilities - Regulated Electric names. D ranks #10 (3.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NEE
Nextera Energy Inc
 23,325,362 $2,047,267,017
2 ETR
Entergy Corp /De/
 4,088,723 $469,630,720
3 DUK
Duke Energy CORP
 2,939,189 $372,042,541
4 ED
Consolidated Edison Inc
 3,251,331 $359,694,746
5 SO
Southern Co
 3,716,946 $355,071,806
6 AEP
American Electric Power Co Inc
 2,482,093 $339,575,140
7 EIX
Edison International
 4,325,522 $322,035,111
8 EXC
Exelon Corp
 6,426,477 $299,602,355

All Filings in D

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,523,764 51,600
2026-06-30 $205,710,306 3,012,305
2026-06-30 $3,516,935 51,500
2026-03-31 $14,706,978 237,900
2026-03-31 $2,954,996 47,800
2026-03-31 $232,850,592 3,766,590
2025-12-31 $8,033,860 137,120
2025-12-31 $217,396,902 3,710,478
2025-12-31 $87,885 1,500
2025-09-30 $3,726,476 60,920
2025-09-30 $30,585 500
2025-09-30 $226,608,484 3,704,569
2025-06-30 $283,730 5,020
2025-06-30 $219,631,745 3,885,912
2025-03-31 $281,471 5,020
2025-03-31 $194,392,052 3,466,953
2024-12-31 $221,741,993 4,117,007
2024-12-31 $270,377 5,020
2024-09-30 $290,105 5,020
2024-09-30 $219,678,451 3,801,323
2024-06-30 $136,884,489 2,793,561
2024-03-31 $93,054,540 1,891,737
2023-12-31 $103,606,706 2,204,398
2023-12-31 $1,137,400 24,200
2023-12-31 $3,290,000 70,000
2023-09-30 $3,336,849 74,700
2023-09-30 $61,721,921 1,381,731
2023-09-30 $4,096,239 91,700
2023-06-30 $3,868,713 74,700
2023-06-30 $4,749,143 91,700
2023-06-30 $72,746,458 1,404,643
2023-03-31 $75,628,113 1,352,676
2023-03-31 $4,176,477 74,700
2023-03-31 $17,002,231 304,100
2022-12-31 $39,471,684 643,700
2022-12-31 $28,268,520 461,000
2022-12-31 $144,611,935 2,358,316
2022-09-30 $21,002,529 303,900
2022-09-30 $117,487,896 1,700,013
2022-09-30 $68,439,633 990,300
2022-06-30 $16,704,233 209,300
2022-06-30 $73,856,174 925,400
2022-06-30 $134,929,897 1,690,639
2022-03-31 $81,180,338 955,400
2022-03-31 $131,844,123 1,551,655
2022-03-31 $29,238,177 344,100
2021-12-31 $117,194,627 1,491,785
2021-12-31 $27,409,584 348,900
2021-12-31 $90,265,440 1,149,000
2021-09-30 $22,871,981 313,229

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