Who owns UTES (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-Q1 13F filings. 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
44 tracked funds added or opened UTES while 19 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, JPMORGAN CHASE & CO, 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 2025-Q4 and 2026-Q1, across 181 tracked filers holding UTES, 114 increased or opened the position and 75 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 2025-Q4 and 2026-Q1 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 12
- ELEVATION POINT WEALTH PARTNERS, LLC$16M
- Vestmark Advisory Solutions, Inc.$16M
- TWO SIGMA INVESTMENTS, LP$9M
- Macro Advisors, Inc.$6M
- LeClair Wealth Partners LLC$6M
- WNY Asset Management, LLC$4M
Full exits 4
- Lifetime Wealth Management P.C.$773K
- Orion Porfolio Solutions, LLC$769K
- Proficio Capital Partners LLC$683K
- Main Street Financial Solutions, LLC$513K
Largest adds
- BANK OF AMERICA CORP /DE/$24M
- STIFEL FINANCIAL CORP$6M
- Janney Montgomery Scott LLC$5M
- ENVESTNET ASSET MANAGEMENT INC$4M
- LPL Financial LLC$4M
- OSAIC HOLDINGS, INC.$3M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$116M
- JPMORGAN CHASE & CO$98M
- UBS Group AG$28M
- Cambridge Investment Research Advisors, Inc.$10M
- GREAT VALLEY ADVISOR GROUP, INC.$8M
- Cetera Investment Advisers$6M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 2,112,591 | $169M | 19.9% | 2026-Q1 |
| LPL Financial LLC added | 1,184,908 | $95M | 11.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 821,557 | $66M | 7.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 562,161 | $45M | 5.3% | 2026-Q1 |
| UBS Group AG trimmed | 400,747 | $32M | 3.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 350,186 | $28M | 3.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 244,265 | $20M | 2.3% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 215,234 | $17M | 2.0% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 197,494 | $16M | 1.9% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 195,497 | $16M | 1.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 188,817 | $15M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 187,722 | $15M | 1.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 186,871 | $15M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 184,322 | $15M | 1.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 162,065 | $13M | 1.5% | 2026-Q1 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 158,906 | $13M | 1.5% | 2026-Q1 |
| Kraft, Davis & Associates, LLC trimmed | 131,502 | $11M | 1.3% | 2026-Q1 |
| Ted Buchan & Co added | 133,955 | $11M | 1.3% | 2026-Q1 |
| Itau Unibanco Holding S.A. | 123,400 | $10M | 1.2% | 2026-Q1 |
| Riggs Asset Managment Co. Inc. trimmed | 116,837 | $9M | 1.1% | 2026-Q1 |
| Quadcap Wealth Management, LLC added | 116,474 | $9M | 1.1% | 2026-Q1 |
| Flaharty Asset Management, LLC added | 114,439 | $9M | 1.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP new | 110,700 | $9M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 109,035 | $9M | 1.0% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 108,424 | $9M | 1.0% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 89,268 | $7M | 0.8% | 2026-Q1 |
| BTG Pactual Asset Management US LLC added | 80,676 | $6M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 78,057 | $6M | 0.7% | 2026-Q1 |
| Macro Advisors, Inc. new | 77,223 | $6M | 0.7% | 2026-Q1 |
| LeClair Wealth Partners LLC new | 75,038 | $6M | 0.7% | 2026-Q1 |
| Blue Water Asset Management added | 75,038 | $6M | 0.7% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 73,817 | $6M | 0.7% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 67,983 | $5M | 0.6% | 2026-Q1 |
| BostonPremier Wealth LLC added | 54,402 | $4M | 0.5% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 52,235 | $4M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 50,695 | $4M | 0.5% | 2026-Q1 |
| WNY Asset Management, LLC new | 49,195 | $4M | 0.5% | 2026-Q1 |
| Royal Harbor Partners, LLC trimmed | 46,347 | $4M | 0.4% | 2026-Q1 |
| Prosperity Financial Group, Inc. added | 45,299 | $4M | 0.4% | 2026-Q1 |
| STEEL GROVE CAPITAL ADVISORS, LLC added | 43,853 | $4M | 0.4% | 2026-Q1 |
| VALICENTI ADVISORY SERVICES INC trimmed | 41,680 | $3M | 0.4% | 2026-Q1 |
| Clear Creek Financial Management, LLC added | 39,986 | $3M | 0.4% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 38,935 | $3M | 0.4% | 2026-Q1 |
| Family Legacy, Inc. new | 37,484 | $3M | 0.4% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 35,835 | $3M | 0.3% | 2026-Q1 |
| PFG Investments, LLC trimmed | 34,466 | $3M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 32,896 | $3M | 0.3% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 32,719 | $3M | 0.3% | 2026-Q1 |
| MORGAN STANLEY added | 30,945 | $2M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 30,875 | $2M | 0.3% | 2026-Q1 |
| Signal Advisors Wealth, LLC added | 25,780 | $2M | 0.2% | 2026-Q1 |
| Advisory Resource Group trimmed | 25,608 | $2M | 0.2% | 2026-Q1 |
| Astoria Portfolio Advisors LLC. added | 23,826 | $2M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 24,936 | $2M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc trimmed | 24,930 | $2M | 0.2% | 2026-Q1 |
| Comprehensive Wealth Management, LLC added | 24,480 | $2M | 0.2% | 2026-Q1 |
| Vestcor Inc new | 23,900 | $2M | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 23,395 | $2M | 0.2% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 22,546 | $2M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 22,230 | $2M | 0.2% | 2026-Q1 |
| Old Port Advisors added | 21,774 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 21,749 | $2M | 0.2% | 2026-Q1 |
| Sunbeam Capital Management, LLC added | 21,396 | $2M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 12,354 | $2M | 0.2% | 2026-Q1 |
| &PARTNERS added | 20,796 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 20,558 | $2M | 0.2% | 2026-Q1 |
| HEFFERNAN ADVISORY, INC | 20,086 | $2M | 0.2% | 2026-Q1 |
| Vermillion & White Wealth Management Group, LLC new | 18,254 | $1M | 0.2% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 17,030 | $1M | 0.2% | 2026-Q1 |
| Belpointe Asset Management LLC added | 15,479 | $1M | 0.1% | 2026-Q1 |
| Sigma Planning Corp added | 14,388 | $1M | 0.1% | 2026-Q1 |
| Atlas Wealth Partners, LLC trimmed | 14,352 | $1M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 14,309 | $1M | 0.1% | 2026-Q1 |
| Financial Freedom, LLC new | 13,537 | $1M | 0.1% | 2026-Q1 |
| Elm3 Financial Group, LLC added | 13,306 | $1M | 0.1% | 2026-Q1 |
| Hilltop Holdings Inc. trimmed | 13,274 | $1M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 12,882 | $1M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 12,237 | $978K | 0.1% | 2026-Q1 |
| RHODES INVESTMENT ADVISORS INC /ADV added | 12,200 | $975K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 11,329 | $905K | 0.1% | 2026-Q1 |
| StoneX Group Inc. added | 11,027 | $881K | 0.1% | 2026-Q1 |
| Fiduciary Alliance LLC added | 9,989 | $826K | 0.1% | 2026-Q1 |
| Resurgent Financial Advisors LLC added | 10,198 | $815K | 0.1% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 10,169 | $812K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 10,039 | $802K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 9,907 | $792K | 0.1% | 2026-Q1 |
| Nova Wealth Management, Inc. added | 9,543 | $762K | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 9,012 | $720K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 8,902 | $711K | 0.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 8,825 | $708K | 0.1% | 2026-Q1 |
| KPP Advisory Services LLC added | 8,842 | $706K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 8,788 | $702K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 8,671 | $693K | 0.1% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 8,621 | $689K | 0.1% | 2026-Q1 |
| NBC SECURITIES, INC. trimmed | 8,546 | $683K | 0.1% | 2026-Q1 |
| Atria Wealth Solutions, Inc. added | 63,030 | $5M | 0.6% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 52,623 | $4M | 0.5% | 2025-Q2 stale |
| Transcendent Capital Group LLC new | 22,368 | $2M | 0.2% | 2025-Q3 stale |
| Lifetime Wealth Management P.C. new | 53 | $773K | 0.1% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC added | 9,734 | $769K | 0.1% | 2025-Q4 stale |
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.