Position in PNW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$97,315,330
+$59,672,294 QoQ
Shares Held
965,909
+127.6% QoQ
Ownership
0.797%
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 94%
Shared 0%
None 6%
Common Shares in PNW 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. PNW ranks #19 (1.4% 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 PNW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $97,315,330 | 965,909 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $37,643,036 | 424,386 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $39,574,307 | 441,382 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $37,534,900 | 419,525 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $63,894,269 | 670,806 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $82,752,472 | 976,200 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $38,059,237 | 429,611 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $26,111,647 | 341,865 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $15,429,651 | 206,472 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $30,369,065 | 422,732 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $22,749,802 | 308,765 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $13,730,080 | 168,550 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $11,032,662 | 139,231 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,609,642 | 205,282 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $3,031,582 | 46,994 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,636,110 | 49,728 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,390,547 | 56,217 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,957,279 | 98,559 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $9,505,860 | 131,369 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,204,445 | 124,490 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $16,125,196 | 198,220 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $9,937,625 | 124,298 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $8,272,067 | 110,960 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,613,542 | 90,238 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $6,236,758 | 82,290 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||