Position in ED
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$172,882,561
+$66,297,106 QoQ
Shares Held
1,527,501
+42.3% QoQ
Ownership
0.414%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89.20413145392376.ToString("F0")%
Shared 0.ToString("F0")%
None 10.795868546076239.ToString("F0")%
Common Shares in ED Over Time
Shares Held
Position Value (USD)
Derivatives in ED
reported options exposure · as of Mar 31, 2025CallValue
$1,105,900
CallShares
10,000
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. ED ranks #12 (2.6% 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 ED
Export CSV
42 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $172,882,561 | 1,527,501 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $106,585,455 | 1,073,152 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $199,965,942 | 1,989,315 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $190,501,025 | 1,898,366 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,105,900 | 10,000 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $250,536,113 | 2,265,450 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $195,241,305 | 2,188,068 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $155,349,044 | 1,491,876 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $94,334,342 | 1,054,958 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $84,533,938 | 930,888 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $44,437,296 | 488,483 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $36,432,698 | 425,964 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $43,922,376 | 485,867 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $28,930,511 | 302,399 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $95,670 | 1,000 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $95,670 | 1,000 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $23,347,231 | 244,961 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $33,653,961 | 353,100 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $19,166,841 | 201,100 | Call | Defined | 2023-02-08 | |
| 2022-09-30 | $26,801,799 | 312,521 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $31,868,416 | 371,600 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $18,832,896 | 219,600 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $19,939,616 | 209,670 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $34,045,800 | 358,000 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $19,590,600 | 206,000 | Call | Defined | 2022-08-10 | |
| 2022-03-31 | $27,703,368 | 292,600 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $50,615,928 | 534,600 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $20,438,570 | 215,870 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $18,838,656 | 220,800 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $24,746,553 | 290,044 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $39,793,248 | 466,400 | Put | Defined | 2022-02-14 | |
| 2021-09-30 | $5,429,732 | 74,800 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $33,778,013 | 465,326 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $12,311,264 | 169,600 | Put | Defined | 2021-11-15 | |
| 2021-06-30 | $1,606,528 | 22,400 | Put | Defined | 2021-08-13 | |
| 2021-06-30 | $18,354,294 | 255,916 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $803,264 | 11,200 | Call | Defined | 2021-08-13 | |
| 2021-03-31 | $28,933,761 | 386,815 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $29,644,140 | 410,186 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $24,358,946 | 313,097 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $23,052,916 | 320,491 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $29,553,342 | 378,889 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||