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Disclosery

Clear Creek Financial Management, LLC: UTES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clear Creek Financial Management, LLC on UTES, newest first. How the timeline and the estimate are built.

Clear Creek Financial Management, LLC held 31,339 UTES shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,339 shares
    Change vs previous 13F -8,647 shares

    0.16% of the 13F portfolio, value $2,561,650.

    13F-HR 0001784235-26-000004 filed by Clear Creek Financial Management, LLC
    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 39,986 shares
    Change vs previous 13F +2,256 shares

    0.24% of the 13F portfolio, value $3,194,881.

    13F-HR 0001784235-26-000003 filed by Clear Creek Financial Management, LLC
    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 37,730 shares
    Change vs previous 13F +659 shares

    0.24% of the 13F portfolio, value $2,978,783.

    13F-HR 0001784235-26-000001 filed by Clear Creek Financial Management, LLC
    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 37,071 shares
    Change vs previous 13F -919 shares

    0.27% of the 13F portfolio, value $3,093,204.

    13F-HR 0001784235-25-000003 filed by Clear Creek Financial Management, LLC
    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 37,990 shares
    Change vs previous 13F -57 shares

    0.27% of the 13F portfolio, value $2,872,044.

    13F-HR 0001085146-25-004080 filed by Clear Creek Financial Management, LLC
    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 38,047 shares
    Change vs previous 13F -348 shares

    0.25% of the 13F portfolio, value $2,457,836.

    13F-HR 0001085146-25-002379 filed by Clear Creek Financial Management, LLC
    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 38,395 shares
    Change vs previous 13F -5,820 shares

    0.26% of the 13F portfolio, value $2,447,681.

    13F-HR 0001085146-25-000456 filed by Clear Creek Financial Management, LLC
    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 44,215 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,827,991.

    13F-HR 0001085146-24-005207 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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