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Disclosery

Equitable Holdings, Inc.: UTES position timeline

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

Equitable Holdings, Inc. held 41,445 UTES shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,445 shares
    Change vs previous 13F -9,250 shares

    0.02% of the 13F portfolio, value $3,387,744.

    13F-HR 0001333986-26-000042 filed by Equitable Holdings, Inc.
    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 50,695 shares
    Change vs previous 13F -6,742 shares

    0.03% of the 13F portfolio, value $4,002,655.

    13F-HR 0001333986-26-000027 filed by Equitable Holdings, 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 57,437 shares
    Change vs previous 13F -17,893 shares

    0.03% of the 13F portfolio, value $4,534,651.

    13F-HR 0001333986-26-000006 filed by Equitable Holdings, 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 75,330 shares
    Change vs previous 13F +22,538 shares

    0.05% of the 13F portfolio, value $6,285,535.

    13F-HR 0001333986-25-000070 filed by Equitable Holdings, Inc.
    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 52,792 shares
    Change vs previous 13F +2,375 shares

    0.03% of the 13F portfolio, value $3,991,075.

    13F-HR 0001532155-25-000165 filed by Equitable Holdings, Inc.
    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 50,417 shares
    Change vs previous 13F +13,609 shares

    0.03% of the 13F portfolio, value $3,256,938.

    13F-HR 0001532155-25-000072 filed by Equitable Holdings, Inc.
    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 36,808 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,346,510.

    13F-HR 0001532155-25-000044 filed by Equitable Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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