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Advisory Resource Group: UTES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisory Resource Group on UTES, newest first. How the timeline and the estimate are built.

Advisory Resource Group held 26,333 UTES shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,333 shares
    Change vs previous 13F +725 shares

    0.32% of the 13F portfolio, value $2,152,459.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,608 shares
    Change vs previous 13F -12,127 shares

    0.35% of the 13F portfolio, value $2,046,079.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,735 shares
    Change vs previous 13F +452 shares

    0.52% of the 13F portfolio, value $2,979,178.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,283 shares
    Change vs previous 13F -1,500 shares

    0.56% of the 13F portfolio, value $3,110,894.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 38,783 shares
    Change vs previous 13F -708 shares

    0.56% of the 13F portfolio, value $2,931,995.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 39,491 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,551,119.

    13F-HR 0001172661-25-001522 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).