Position in PCG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$88,685,134
-$3,374,044 QoQ
Shares Held
5,047,532
-11.9% QoQ
Ownership
0.188%
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 91.90909537572026.ToString("F0")%
Shared 0.ToString("F0")%
None 8.090904624279748.ToString("F0")%
Common Shares in PCG Over Time
Shares Held
Position Value (USD)
Derivatives in PCG
reported options exposure · as of Mar 31, 2026CallValue
$19,399,037
CallShares
1,104,100
PutValue
$1,576,029
PutShares
89,700
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. PCG ranks #21 (1.3% 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 PCG
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,576,029 | 89,700 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $19,399,037 | 1,104,100 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $88,685,134 | 5,047,532 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $92,059,178 | 5,728,636 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $52,614,787 | 3,274,100 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $2,539,060 | 158,000 | Put | Defined | 2026-01-29 | |
| 2025-09-30 | $8,882,120 | 589,000 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $3,049,176 | 202,200 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $85,007,422 | 5,637,097 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,432,530 | 174,500 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $132,499,685 | 9,504,999 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $2,369,800 | 170,000 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $4,112,892 | 239,400 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $173,421,086 | 10,094,359 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $4,154,124 | 241,800 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $194,366,957 | 9,631,663 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $7,946,884 | 393,800 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $8,362,592 | 414,400 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $179,179,917 | 9,063,223 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $19,570,817 | 989,925 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $5,385,348 | 272,400 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $4,029,768 | 230,800 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $4,328,334 | 247,900 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $185,990,412 | 10,652,372 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,141,396 | 247,100 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $174,592,556 | 10,417,217 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $4,446,428 | 265,300 | Put | Defined | 2024-05-13 | |
| 2023-12-31 | $4,841,055 | 268,500 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $20,224,251 | 1,121,700 | Call | Defined | 2024-02-09 | |
| 2023-12-31 | $133,742,877 | 7,417,797 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $13,227,534 | 820,058 | Shares | Defined | 2023-11-09 | |
| 2023-09-30 | $3,008,245 | 186,500 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $18,372,070 | 1,139,000 | Call | Defined | 2023-11-09 | |
| 2023-06-30 | $9,408,164 | 544,454 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $2,892,672 | 167,400 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $15,631,488 | 904,600 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $29,900,187 | 1,849,115 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $14,627,382 | 904,600 | Call | Defined | 2023-05-12 | |
| 2023-03-31 | $8,246,700 | 510,000 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $27,477,285 | 1,689,870 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $14,825,868 | 911,800 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $8,292,600 | 510,000 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $235,000 | 18,800 | Put | Defined | 2022-11-10 | |
| 2022-09-30 | $10,922,637 | 873,811 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $11,397,500 | 911,800 | Call | Defined | 2022-11-10 | |
| 2022-06-30 | $8,343,459 | 836,018 | Shares | Defined | 2022-08-10 | |
| 2022-06-30 | $33,566,732 | 3,363,400 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $244,510 | 24,500 | Put | Defined | 2022-08-10 | |
| 2022-03-31 | $48,308,988 | 4,045,979 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $2,388,000 | 200,000 | Put | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||