UBS Group AG

Position in XEL — Xcel Energy Inc

CIK 1610520 ZURICH, V8

Back to XEL Full portfolio

Position in XEL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$215,132,450

-$41,671,408 QoQ

Shares Held

2,679,109

-17.1% QoQ

Ownership

0.429%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#38

of 1,281 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 67% Shared 0% None 33%

Common Shares in XEL Over Time

Shares Held

Position Value (USD)

Derivatives in XEL

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$3,854,400

PutShares

48,000

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 Jun 30, 2026

UBS Group AG holds $6,875,468,277 across 42 Utilities - Regulated Electric names. XEL ranks #9 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 XEL

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34 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,132,450	2,679,109	-17.1%	Shares	Defined	2026-08-13
2026-06-30	$3,854,400	48,000	-71.2%	Put	Defined	2026-08-13
2026-03-31	$256,803,858	3,232,677	+36.4%	Shares	Defined	2026-05-05
2025-12-31	$175,055,064	2,370,093	-20.9%	Shares	Defined	2026-01-29
2025-09-30	$241,663,368	2,996,446	+24.6%	Shares	Defined	2025-11-13
2025-06-30	$1,382,430	20,300	-42.5%	Call	Defined	2025-08-14
2025-06-30	$163,718,937	2,404,096	+25.5%	Shares	Defined	2025-08-14
2025-03-31	$2,498,887	35,300	+178.0%	Call	Defined	2025-05-13
2025-03-31	$135,637,460	1,916,054	-13.2%	Shares	Defined	2025-05-13
2024-12-31	$149,011,305	2,206,921	-0.7%	Shares	Defined	2025-02-14
2024-09-30	$145,128,595	2,222,490	+36.2%	Shares	Defined	2024-11-14
2024-06-30	$87,183,971	1,632,353	-11.7%	Shares	Defined	2024-08-14
2024-06-30	$678,307	12,700	-90.1%	Call	Defined	2024-08-14
2024-03-31	$6,901,500	128,400	-75.9%	Call	Defined	2024-05-13
2024-03-31	$99,317,852	1,847,774	+69.3%	Shares	Defined	2024-05-13
2024-03-31	$8,965,500	166,800	—	Put	Defined	2024-05-13
2023-12-31	$67,564,361	1,091,332	+6.2%	Shares	Defined	2024-02-09
2023-09-30	$58,791,374	1,027,462	-8.4%	Shares	Defined	2023-11-09
2023-06-30	$69,724,586	1,121,515	+60.1%	Shares	Defined	2023-08-11
2023-03-31	$47,252,374	700,658	-28.2%	Shares	Defined	2023-05-12
2022-12-31	$68,463,395	976,514	+170.4%	Shares	Defined	2023-02-08
2022-09-30	$23,109,632	361,088	+5.2%	Shares	Defined	2022-11-10
2022-06-30	$24,294,242	343,333	-8.9%	Shares	Defined	2022-08-10
2022-03-31	$27,189,108	376,737	-54.5%	Shares	Defined	2022-05-16
2021-12-31	$56,028,315	827,597	+85.0%	Shares	Defined	2022-02-14
2021-09-30	$27,963,374	447,414	-9.1%	Shares	Defined	2021-11-15
2021-06-30	$32,435,095	492,336	+46.2%	Shares	Defined	2021-08-13
2021-03-31	$22,400,767	336,803	-47.1%	Shares	Defined	2021-05-12
2021-03-31	$35,403,273	532,300	+585.1%	Call	Defined	2021-05-12
2020-12-31	$42,440,254	636,572	+44.6%	Shares	Defined	2021-02-11
2020-09-30	$30,372,196	440,113	+3.2%	Shares	Defined	2020-11-12
2020-06-30	$26,658,312	426,533	+85.8%	Shares	Defined	2020-07-31
2020-03-31	$13,846,446	229,626	—	Shares	Defined	2020-05-01
2020-03-31	$4,685,310	77,700	—	Call	Defined	2020-05-01
No filing history on record for this holder in this stock.