Position in EMA
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$18,200,611
+$10,462,499 QoQ
Shares Held
350,889
+123.3% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 96.21646731587482.ToString("F0")%
Shared 0.ToString("F0")%
None 3.7835326841251793.ToString("F0")%
Common Shares in EMA 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. EMA ranks #31 (0.3% 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 EMA
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,200,611 | 350,889 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $7,738,112 | 157,151 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $59,598,835 | 1,242,678 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,632,105 | 406,637 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||