Position in NEE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,169,324,686
+$689,837,910 QoQ
Shares Held
23,356,209
+26.7% QoQ
Ownership
1.12%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 29.428885483941336.ToString("F0")%
Shared 0.ToString("F0")%
None 70.57111451605866.ToString("F0")%
Common Shares in NEE Over Time
Shares Held
Position Value (USD)
Derivatives in NEE
reported options exposure · as of Mar 31, 2026CallValue
$59,824,008
CallShares
644,100
PutValue
$48,158,280
PutShares
518,500
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. NEE ranks #1 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
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 NEE
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,169,324,686 | 23,356,209 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $59,824,008 | 644,100 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $48,158,280 | 518,500 | Put | Defined | 2026-05-05 | |
| 2025-12-31 | $30,096,972 | 374,900 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $1,479,486,776 | 18,429,083 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $32,392,980 | 403,500 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $24,421,015 | 323,500 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $1,405,870,271 | 18,623,265 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $26,142,187 | 346,300 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $2,776,800 | 40,000 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $5,546,658 | 79,900 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $1,287,807,361 | 18,550,956 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,537,451,821 | 21,687,852 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $3,785,526 | 53,400 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $28,901,853 | 407,700 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $17,004,868 | 237,200 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $1,503,719,679 | 20,975,306 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $26,131,005 | 364,500 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $1,533,020,099 | 18,135,811 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $18,461,352 | 218,400 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $61,630,823 | 729,100 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $1,188,299,921 | 16,781,527 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $21,221,757 | 299,700 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $95,742,201 | 1,352,100 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $11,503,800 | 180,000 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $21,486,542 | 336,200 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $924,349,752 | 14,463,304 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $21,514,108 | 354,200 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $29,628,972 | 487,800 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $742,182,724 | 12,219,011 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $780,195,781 | 13,618,359 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $7,224,269 | 126,100 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $19,541,619 | 341,100 | Put | Defined | 2023-11-09 | |
| 2023-06-30 | $1,069,898,255 | 14,419,114 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $9,876,020 | 133,100 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $9,356,620 | 126,100 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $981,180,839 | 12,729,383 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $28,835,628 | 374,100 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $32,342,768 | 419,600 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $16,176,600 | 193,500 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $1,142,254,551 | 13,663,332 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $75,749,960 | 906,100 | Call | Defined | 2023-02-08 | |
| 2022-09-30 | $15,336,996 | 195,600 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $14,513,691 | 185,100 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $976,169,133 | 12,449,549 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $964,740,979 | 12,454,699 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $9,419,136 | 121,600 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $89,791,632 | 1,159,200 | Call | Defined | 2022-08-10 | |
| 2022-03-31 | $42,448,181 | 501,100 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $1,077,326,696 | 12,717,822 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||