Position in FE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$176,530,290
+$38,180,471 QoQ
Shares Held
3,484,609
+12.8% QoQ
Ownership
0.602%
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 87%
Shared 0%
None 13%
Common Shares in FE Over Time
Shares Held
Position Value (USD)
Derivatives in FE
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$5,066
PutShares
100
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. FE ranks #10 (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 FE
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $176,530,290 | 3,484,609 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $5,066 | 100 | Put | Defined | 2026-05-05 | |
| 2025-12-31 | $138,349,819 | 3,090,235 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $148,009,778 | 3,230,244 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $2,373,476 | 51,800 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $133,625,433 | 3,319,062 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $185,564,136 | 4,590,899 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $113,176 | 2,800 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $404,200 | 10,000 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $2,350,998 | 59,100 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $131,639,934 | 3,309,199 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $2,004,912 | 50,400 | Call | Defined | 2025-02-14 | |
| 2024-09-30 | $2,235,240 | 50,400 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $105,821,845 | 2,386,062 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $2,621,085 | 59,100 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $72,160,685 | 1,885,568 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $1,928,808 | 50,400 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $2,261,757 | 59,100 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $1,838,312 | 47,600 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $66,876,050 | 1,731,643 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $1,838,312 | 47,600 | Put | Defined | 2024-05-13 | |
| 2023-12-31 | $366,600 | 10,000 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $37,050,830 | 1,010,661 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $366,600 | 10,000 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $341,800 | 10,000 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $341,800 | 10,000 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $34,298,499 | 1,003,467 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $40,515,758 | 1,042,072 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $874,800 | 22,500 | Call | Defined | 2023-08-11 | |
| 2023-06-30 | $874,800 | 22,500 | Put | Defined | 2023-08-11 | |
| 2023-03-31 | $2,808,206 | 70,100 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $1,602,400 | 40,000 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $39,548,032 | 987,220 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,097,000 | 50,000 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $39,076,210 | 931,717 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $2,101,194 | 50,100 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $1,853,700 | 50,100 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $19,580,807 | 529,211 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $1,850,000 | 50,000 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $19,501,543 | 507,985 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $1,919,500 | 50,000 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $1,923,339 | 50,100 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $36,631,681 | 798,772 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $35,547,720 | 854,718 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $1,917,299 | 46,100 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $18,823,634 | 452,600 | Call | Defined | 2022-02-14 | |
| 2021-09-30 | $20,634,666 | 579,300 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $35,861,110 | 1,006,769 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $34,280,976 | 921,284 | Shares | Defined | 2021-08-13 | |
| 2021-06-30 | $15,788,203 | 424,300 | Call | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||