Position in D
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$232,850,592
+$15,453,690 QoQ
Shares Held
3,766,590
+1.5% QoQ
Ownership
0.428%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 58.66688437021285.ToString("F0")%
Shared 0.ToString("F0")%
None 41.33311562978715.ToString("F0")%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Derivatives in D
reported options exposure · as of Mar 31, 2026CallValue
$14,706,978
CallShares
237,900
PutValue
$2,954,996
PutShares
47,800
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 Mar 31, 2026UBS Group AG holds $6,711,547,865 across 42 Utilities - Regulated Electric names. D ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,356,209 | $2,169,324,686 | |
| 2 | ETR |
Entergy Corp /De/
|
3,805,892 | $427,630,021 | |
| 3 | SO |
Southern Co
|
4,076,352 | $393,449,494 | |
| 4 | DUK |
Duke Energy CORP
|
2,747,466 | $359,753,196 | |
| 5 | EXC |
Exelon Corp
|
5,575,051 | $273,288,997 | |
| 6 | XEL |
Xcel Energy Inc
|
3,232,677 | $256,803,858 | |
| 7 | AEP |
American Electric Power Co Inc
|
1,922,999 | $252,066,705 | |
| 8 | D |
Dominion Energy, Inc
This page
|
3,766,590 | $232,850,592 |
All Filings in D
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,706,978 | 237,900 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $2,954,996 | 47,800 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $232,850,592 | 3,766,590 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $8,033,860 | 137,120 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $217,396,902 | 3,710,478 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $87,885 | 1,500 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $3,726,476 | 60,920 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $30,585 | 500 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $226,608,484 | 3,704,569 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $283,730 | 5,020 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $219,631,745 | 3,885,912 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $281,471 | 5,020 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $194,392,052 | 3,466,953 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $221,741,993 | 4,117,007 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $270,377 | 5,020 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $290,105 | 5,020 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $219,678,451 | 3,801,323 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $136,884,489 | 2,793,561 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $93,054,540 | 1,891,737 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $103,606,706 | 2,204,398 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $1,137,400 | 24,200 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $3,290,000 | 70,000 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $3,336,849 | 74,700 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $61,721,921 | 1,381,731 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $4,096,239 | 91,700 | Call | Defined | 2023-11-09 | |
| 2023-06-30 | $3,868,713 | 74,700 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $4,749,143 | 91,700 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $72,746,458 | 1,404,643 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $75,628,113 | 1,352,676 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $4,176,477 | 74,700 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $17,002,231 | 304,100 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $39,471,684 | 643,700 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $28,268,520 | 461,000 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $144,611,935 | 2,358,316 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $21,002,529 | 303,900 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $117,487,896 | 1,700,013 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $68,439,633 | 990,300 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $16,704,233 | 209,300 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $73,856,174 | 925,400 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $134,929,897 | 1,690,639 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $81,180,338 | 955,400 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $131,844,123 | 1,551,655 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $29,238,177 | 344,100 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $117,194,627 | 1,491,785 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $27,409,584 | 348,900 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $90,265,440 | 1,149,000 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $22,871,981 | 313,229 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $61,454,727 | 841,615 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $131,440,889 | 1,800,067 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $56,266,262 | 764,799 | Put | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||