Position in DTE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$95,071,512
+$38,313,349 QoQ
Shares Held
650,195
+47.8% QoQ
Ownership
0.313%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in DTE Over Time
Shares Held
Position Value (USD)
Derivatives in DTE
reported options exposure · as of Dec 31, 2025CallValue
$644,900
CallShares
5,000
PutValue
$0
PutShares
0
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. DTE ranks #20 (1.4% 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
|
3,766,590 | $232,850,592 |
All Filings in DTE
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $95,071,512 | 650,195 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $56,758,163 | 440,054 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $644,900 | 5,000 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $265,483,909 | 1,877,140 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $707,150 | 5,000 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $191,189,716 | 1,443,377 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $410,626 | 3,100 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $82,962 | 600 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $414,810 | 3,000 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $146,560,806 | 1,059,961 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $132,764,262 | 1,099,497 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $105,757,831 | 823,595 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $78,611,397 | 708,147 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $64,374,414 | 574,054 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $30,354,025 | 275,295 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $13,123,127 | 132,183 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $39,789,501 | 361,657 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $29,586,972 | 270,102 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $31,658,585 | 269,366 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $8,118,273 | 70,563 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $15,662,243 | 123,568 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $24,653,726 | 186,474 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $30,971,498 | 259,089 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $26,993,156 | 241,636 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $21,262,828 | 164,065 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $26,651,022 | 200,173 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $26,584,307 | 218,963 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $25,338,598 | 220,259 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $23,135,944 | 215,218 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $18,786,577 | 197,816 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||