Who owns UTES
Which tracked institutional funds hold UTES, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UTES company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
47 tracked funds added or opened UTES while 26 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UTES’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes UTES more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in UTES divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 168 tracked filers holding UTES, 118 increased or opened the position and 76 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UTES between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- XP Advisory US, Inc.$11M
- Modern Wealth Management, LLC$9M
- Members Advisory Group LLC$7M
- GOLDMAN SACHS GROUP INC$3M
- D. E. Shaw & Co., Inc.$2M
- Hobbs Group Advisors, LLC$1M
Full exits 13
- Cambridge Investment Research Advisors, Inc.$13M
- TWO SIGMA INVESTMENTS, LP$9M
- Thrivent Financial for Lutherans$9M
- Janney Montgomery Scott LLC$7M
- HighTower Advisors, LLC$6M
- LeClair Wealth Partners LLC$6M
Largest adds
- WELLS FARGO & COMPANY/MN$13M
- ROYAL BANK OF CANADA$11M
- RAYMOND JAMES FINANCIAL INC$8M
- Itau Unibanco Holding S.A.$7M
- BANK OF AMERICA CORP /DE/$5M
- ENVESTNET ASSET MANAGEMENT INC$4M
Largest trims
- JPMORGAN CHASE & CO$163M
- Flaharty Asset Management, LLC$8M
- UBS Group AG$5M
- ELEVATION POINT WEALTH PARTNERS, LLC$3M
- Vestmark Advisory Solutions, Inc.$3M
- MORGAN STANLEY$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,198,948 | $98M | 14.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 869,363 | $71M | 10.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 553,864 | $45M | 6.5% | 2026-Q2 |
| UBS Group AG trimmed | 336,470 | $28M | 3.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 323,008 | $26M | 3.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 311,230 | $25M | 3.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 283,874 | $23M | 3.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 279,789 | $23M | 3.3% | 2026-Q2 |
| Aprio Wealth Management, LLC added | 223,983 | $18M | 2.6% | 2026-Q2 |
| Itau Unibanco Holding S.A. added | 202,713 | $17M | 2.4% | 2026-Q2 |
| Cetera Investment Advisers added | 190,124 | $16M | 2.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 185,173 | $15M | 2.2% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 165,841 | $14M | 1.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 164,361 | $13M | 1.9% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 150,787 | $12M | 1.8% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 149,412 | $12M | 1.7% | 2026-Q2 |
| XP Advisory US, Inc. new | 139,273 | $11M | 1.6% | 2026-Q2 |
| Kraft, Davis & Associates, LLC added | 135,728 | $11M | 1.6% | 2026-Q2 |
| Ted Buchan & Co added | 135,212 | $11M | 1.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 133,566 | $11M | 1.6% | 2026-Q2 |
| Quadcap Wealth Management, LLC added | 122,431 | $10M | 1.4% | 2026-Q2 |
| Riggs Asset Managment Co. Inc. trimmed | 114,582 | $9M | 1.3% | 2026-Q2 |
| Modern Wealth Management, LLC new | 111,100 | $9M | 1.3% | 2026-Q2 |
| BTG Pactual Asset Management US LLC added | 103,391 | $8M | 1.2% | 2026-Q2 |
| Members Advisory Group LLC new | 87,475 | $7M | 1.0% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 85,098 | $7M | 1.0% | 2026-Q2 |
| Macro Advisors, Inc. added | 82,502 | $7M | 1.0% | 2026-Q2 |
| Blue Water Asset Management added | 78,357 | $6M | 0.9% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 70,131 | $6M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 64,153 | $5M | 0.8% | 2026-Q2 |
| BostonPremier Wealth LLC added | 57,076 | $5M | 0.7% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 55,215 | $5M | 0.6% | 2026-Q2 |
| Royal Harbor Partners, LLC added | 46,604 | $4M | 0.5% | 2026-Q2 |
| WNY Asset Management, LLC trimmed | 45,281 | $4M | 0.5% | 2026-Q2 |
| STEEL GROVE CAPITAL ADVISORS, LLC added | 44,895 | $4M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 42,662 | $3M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 41,445 | $3M | 0.5% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 39,234 | $3M | 0.5% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 38,930 | $3M | 0.5% | 2026-Q2 |
| Family Legacy, Inc. added | 38,902 | $3M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 37,154 | $3M | 0.4% | 2026-Q2 |
| PFG Investments, LLC added | 36,182 | $3M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 35,262 | $3M | 0.4% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 34,085 | $3M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 33,761 | $3M | 0.4% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 32,867 | $3M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 31,690 | $3M | 0.4% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 31,339 | $3M | 0.4% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. added | 30,513 | $2M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 30,426 | $2M | 0.4% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 27,172 | $2M | 0.3% | 2026-Q2 |
| Comprehensive Wealth Management, LLC added | 27,007 | $2M | 0.3% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 26,955 | $2M | 0.3% | 2026-Q2 |
| Advisory Resource Group added | 26,333 | $2M | 0.3% | 2026-Q2 |
| &PARTNERS added | 24,667 | $2M | 0.3% | 2026-Q2 |
| Financial Freedom, LLC added | 23,634 | $2M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 22,875 | $2M | 0.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC | 22,230 | $2M | 0.3% | 2026-Q2 |
| Sunbeam Capital Management, LLC added | 21,911 | $2M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 20,667 | $2M | 0.2% | 2026-Q2 |
| Vermillion & White Wealth Management Group, LLC added | 19,242 | $2M | 0.2% | 2026-Q2 |
| HEFFERNAN ADVISORY, INC trimmed | 19,146 | $2M | 0.2% | 2026-Q2 |
| Acorn Wealth Advisors, LLC added | 18,061 | $1M | 0.2% | 2026-Q2 |
| Hilltop Holdings Inc. added | 17,841 | $1M | 0.2% | 2026-Q2 |
| Hobbs Group Advisors, LLC new | 16,899 | $1M | 0.2% | 2026-Q2 |
| Belpointe Asset Management LLC added | 16,546 | $1M | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 14,537 | $1M | 0.2% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 14,521 | $1M | 0.2% | 2026-Q2 |
| Aspire Capital Advisors LLC new | 14,053 | $1M | 0.2% | 2026-Q2 |
| Main Street Financial Solutions, LLC added | 14,013 | $1M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 13,442 | $1M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,367 | $1M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 13,013 | $1M | 0.2% | 2026-Q2 |
| Planning Strategies Inc. new | 12,881 | $1M | 0.2% | 2026-Q2 |
| Atlas Wealth Partners, LLC trimmed | 12,752 | $1M | 0.1% | 2026-Q2 |
| Elm3 Financial Group, LLC trimmed | 12,276 | $1M | 0.1% | 2026-Q2 |
| StoneX Group Inc. added | 11,758 | $961K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 11,677 | $954K | 0.1% | 2026-Q2 |
| Flaharty Asset Management, LLC trimmed | 10,904 | $885K | 0.1% | 2026-Q2 |
| Old Port Advisors trimmed | 10,875 | $889K | 0.1% | 2026-Q2 |
| Resurgent Financial Advisors LLC added | 10,707 | $875K | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 10,636 | $869K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. added | 10,555 | $863K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 10,534 | $861K | 0.1% | 2026-Q2 |
| Fiduciary Alliance LLC added | 10,510 | $859K | 0.1% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 10,347 | $846K | 0.1% | 2026-Q2 |
| Nova Wealth Management, Inc. added | 9,699 | $793K | 0.1% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 9,677 | $791K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 9,392 | $768K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 9,356 | $765K | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC | 8,825 | $729K | 0.1% | 2026-Q2 |
| Spire Wealth Management added | 8,567 | $700K | 0.1% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 8,546 | $699K | 0.1% | 2026-Q2 |
| BLUEDOOR PRIVATE WEALTH, LLC added | 8,469 | $692K | 0.1% | 2026-Q2 |
| Berger Financial Group, Inc added | 8,067 | $659K | 0.1% | 2026-Q2 |
| MAI Capital Management added | 8,029 | $656K | 0.1% | 2026-Q2 |
| TrueWealth Advisors, LLC added | 7,980 | $652K | 0.1% | 2026-Q2 |
| Collaborative Fund Advisors, LLC new | 7,822 | $639K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 7,717 | $631K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 7,691 | $629K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.