Position in NWE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$65,579,175
+$19,896,345 QoQ
Shares Held
994,528
+40.5% QoQ
Ownership
1.62%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.4704583480807.ToString("F0")%
Shared 0.ToString("F0")%
None 2.529541651919302.ToString("F0")%
Common Shares in NWE 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. NWE ranks #25 (1.0% 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 NWE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,579,175 | 994,528 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $45,682,830 | 707,822 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $7,153,584 | 122,054 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $57,782,061 | 1,126,356 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $48,441,355 | 837,072 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $37,287,922 | 697,492 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,925,748 | 68,608 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,285,495 | 85,573 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,085,166 | 119,481 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,341,820 | 104,968 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,765,885 | 78,358 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $5,487,499 | 96,679 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,243,961 | 107,915 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,223,230 | 54,318 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $3,967,433 | 80,508 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $905,636 | 15,368 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,694,123 | 61,070 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,347,746 | 58,568 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,974,211 | 156,618 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,773,478 | 29,450 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,771,260 | 42,504 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,655,028 | 45,533 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,446,445 | 50,297 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,021,868 | 18,743 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,182,418 | 36,477 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||