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ENVESTNET ASSET MANAGEMENT INC: UTES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ENVESTNET ASSET MANAGEMENT INC on UTES, newest first. How the timeline and the estimate are built.

ENVESTNET ASSET MANAGEMENT INC held 283,874 UTES shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 283,874 shares
    Change vs previous 13F +39,609 shares

    0.01% of the 13F portfolio, value $23,203,849.

    13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
    Accepted , ingested

  2. period ended2026-03-31
    13F 244,265 shares
    Change vs previous 13F +46,796 shares

    0.01% of the 13F portfolio, value $19,516,811.

    13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
    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 197,469 shares
    Change vs previous 13F +133,114 shares

    <0.01% of the 13F portfolio, value $15,590,166.

    13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
    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 64,355 shares
    Change vs previous 13F +30,538 shares

    <0.01% of the 13F portfolio, value $5,369,808.

    13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 64,355 shares
    • Envestnet Portfolio Solutions, Inc.: 0 shares

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

  5. period ended2025-06-30
    13F 33,817 shares
    Change vs previous 13F -7,221 shares

    <0.01% of the 13F portfolio, value $2,556,536.

    13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 28,976 shares
    • Envestnet Portfolio Solutions, Inc.: 4,841 shares

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

  6. period ended2025-03-31
    13F 41,038 shares
    Change vs previous 13F +13,146 shares

    <0.01% of the 13F portfolio, value $2,651,050.

    13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

    • ENVESTNET ASSET MANAGEMENT INC: 34,847 shares
    • Envestnet Portfolio Solutions, Inc.: 6,191 shares

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

  7. period ended2024-12-31
    13F 27,892 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,778,115.

    13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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