Position in FTS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$55,144,675
+$31,031,064 QoQ
Shares Held
988,433
+112.9% QoQ
Ownership
0.194%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.90911371838051.ToString("F0")%
Shared 0.ToString("F0")%
None 5.090886281619492.ToString("F0")%
Common Shares in FTS Over Time
Shares Held
Position Value (USD)
Derivatives in FTS
reported options exposure · as of Mar 31, 2026CallValue
$172,949
CallShares
3,100
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. FTS ranks #27 (0.8% 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 FTS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $172,949 | 3,100 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $55,144,675 | 988,433 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $24,113,611 | 464,259 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $26,899,706 | 530,148 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $37,067,689 | 776,612 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $21,138,862 | 463,775 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $16,164,824 | 388,858 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,529,941 | 253,740 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,678,418 | 171,947 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,351,981 | 160,769 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $8,006,610 | 194,666 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,374,948 | 167,806 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $7,914,123 | 183,665 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $11,594,994 | 272,631 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $13,490,114 | 336,916 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $7,746,843 | 203,918 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $8,359,793 | 176,852 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $9,727,294 | 196,511 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $8,094,394 | 167,690 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,135,444 | 160,962 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,891,077 | 155,801 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,908,214 | 182,343 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $13,211,677 | 323,657 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $8,544,070 | 209,106 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,989,050 | 183,536 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $9,591,701 | 248,812 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||