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Cetera Investment Advisers: UTES position timeline

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

Cetera Investment Advisers held 190,124 UTES shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 190,124 shares
    Change vs previous 13F +2,402 shares

    0.01% of the 13F portfolio, value $15,540,711.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 187,722 shares
    Change vs previous 13F -72,930 shares

    0.02% of the 13F portfolio, value $14,998,962.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 260,652 shares
    Change vs previous 13F +57,176 shares

    0.02% of the 13F portfolio, value $20,578,489.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 203,476 shares
    Change vs previous 13F +46,038 shares

    0.02% of the 13F portfolio, value $16,978,105.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 157,438 shares
    Change vs previous 13F +19,824 shares

    0.02% of the 13F portfolio, value $11,902,246.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 137,614 shares
    Change vs previous 13F +88,400 shares

    0.02% of the 13F portfolio, value $8,889,886.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 49,214 shares
    Change vs previous 13F +8,221 shares

    0.01% of the 13F portfolio, value $3,137,395.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 40,993 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,621,888.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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