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Equibles

UBS Group AG

Position in NWE — NorthWestern Energy Group, Inc.

CIK 1610520 ZURICH, V8
Back to NWE Full portfolio

Position in NWE

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$52,975,952
-$12,603,223 QoQ
Shares Held
739,681
-25.6% QoQ
Ownership
1.20%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 375 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 97% Shared 0% None 3%

Common Shares in NWE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

UBS Group AG holds $6,872,738,024 across 41 Utilities - Regulated Electric names. NWE ranks #25 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NEE
Nextera Energy Inc
 23,325,362 $2,047,267,017
2 ETR
Entergy Corp /De/
 4,088,723 $469,630,720
3 DUK
Duke Energy CORP
 2,939,189 $372,042,541
4 ED
Consolidated Edison Inc
 3,251,331 $359,694,746
5 SO
Southern Co
 3,716,946 $355,071,806
6 AEP
American Electric Power Co Inc
 2,482,093 $339,575,140
7 EIX
Edison International
 4,325,522 $322,035,111
8 EXC
Exelon Corp
 6,426,477 $299,602,355

All Filings in NWE

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $52,975,952 739,681
2026-03-31 $65,579,175 994,528
2025-12-31 $45,682,830 707,822
2025-09-30 $7,153,584 122,054
2025-06-30 $57,782,061 1,126,356
2025-03-31 $48,441,355 837,072
2024-12-31 $37,287,922 697,492
2024-09-30 $3,925,748 68,608
2024-06-30 $4,285,495 85,573
2024-03-31 $6,085,166 119,481
2023-12-31 $5,341,820 104,968
2023-09-30 $3,765,885 78,358
2023-06-30 $5,487,499 96,679
2023-03-31 $6,243,961 107,915
2022-12-31 $3,223,230 54,318
2022-09-30 $3,967,433 80,508
2022-06-30 $905,636 15,368
2022-03-31 $3,694,123 61,070
2021-12-31 $3,347,746 58,568
2021-09-30 $8,974,211 156,618
2021-06-30 $1,773,478 29,450
2021-03-31 $2,771,260 42,504
2020-12-31 $2,655,028 45,533
2020-09-30 $2,446,445 50,297
2020-06-30 $1,021,868 18,743
2020-03-31 $2,182,418 36,477