Position in EDN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$326,701
-$1,469,305 QoQ
Shares Held
13,089
-78.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#11
of 27 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EDN Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UBS Group AG holds $6,875,468,277 across 42 Utilities - Regulated Electric names. EDN ranks #40 (0.0% 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 EDN
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $326,701 | 13,089 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,796,006 | 59,827 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $544,851 | 18,186 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $404,994 | 26,028 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $738,885 | 27,893 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,572,107 | 51,477 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,096,410 | 48,856 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $41,018 | 1,851 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,337 | 1,851 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $33,257 | 1,880 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $36,415 | 1,880 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $37,068 | 3,089 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $60,585 | 3,929 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $32,433 | 4,024 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $32,151 | 4,024 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $26,960 | 4,024 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $26,412 | 6,058 | Shares | Sole | 2022-08-10 | |
| 2021-09-30 | $6,605 | 980 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,211 | 2,724 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,724 | 761 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $10,812 | 2,550 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,434 | 1,426 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $5,057 | 1,561 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||