Position in ELPC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$562,254
-$106,840 QoQ
Shares Held
47,090
-33.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in ELPC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026UBS Group AG holds $6,711,547,865 across 42 Utilities - Regulated Electric names. ELPC ranks #41 (0.0% 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 ELPC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $562,254 | 47,090 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $669,094 | 70,357 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $17,283 | 1,929 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $17,210 | 2,020 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,459 | 810 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,750 | 1,103 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,437 | 710 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,770 | 2,342 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $349 | 52 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,542 | 1,975 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||