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Disclosery

Old Port Advisors: UTES position timeline

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

Old Port Advisors held 10,875 UTES shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,875 shares
    Change vs previous 13F -10,899 shares

    0.18% of the 13F portfolio, value $888,961.

    13F-HR 0001744348-26-000003 filed by Old Port Advisors
    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 21,774 shares
    Change vs previous 13F +336 shares

    0.4% of the 13F portfolio, value $1,739,749.

    13F-HR 0001744348-26-000002 filed by Old Port Advisors
    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 21,438 shares
    Change vs previous 13F +1,094 shares

    0.42% of the 13F portfolio, value $1,692,495.

    13F-HR 0001744348-26-000001 filed by Old Port Advisors
    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 20,344 shares
    Change vs previous 13F +973 shares

    0.43% of the 13F portfolio, value $1,697,518.

    13F-HR 0001744348-25-000006 filed by Old Port Advisors
    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 19,371 shares
    Change vs previous 13F +4,578 shares

    0.4% of the 13F portfolio, value $1,464,455.

    13F-HR 0001744348-25-000004 filed by Old Port Advisors
    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 14,793 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $955,628.

    13F-HR 0001744348-25-000003 filed by Old Port Advisors
    Filed (acceptance time not in the bulk data set), ingested

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