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Disclosery

STIFEL FINANCIAL CORP: UTES position timeline

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

STIFEL FINANCIAL CORP held 323,008 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 323,008 shares
    Change vs previous 13F -27,178 shares

    0.02% of the 13F portfolio, value $26,403,753.

    13F-HR 0000720672-26-000012 filed by STIFEL FINANCIAL CORP
    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 350,186 shares
    Change vs previous 13F +68,903 shares

    0.03% of the 13F portfolio, value $27,980,497.

    13F-HR 0000720672-26-000007 filed by STIFEL FINANCIAL CORP
    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 281,283 shares
    Change vs previous 13F +69,856 shares

    0.02% of the 13F portfolio, value $22,208,072.

    13F-HR 0000720672-26-000003 filed by STIFEL FINANCIAL CORP
    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 211,427 shares
    Change vs previous 13F +87,399 shares

    0.02% of the 13F portfolio, value $17,642,665.

    13F-HR 0000720672-25-000015 filed by STIFEL FINANCIAL CORP
    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 124,028 shares
    Change vs previous 13F +26,684 shares

    0.01% of the 13F portfolio, value $9,377,539.

    13F-HR 0000720672-25-000009 filed by STIFEL FINANCIAL CORP
    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 97,344 shares
    Change vs previous 13F +47,896 shares

    0.01% of the 13F portfolio, value $6,289,250.

    13F-HR 0000720672-25-000006 filed by STIFEL FINANCIAL CORP
    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 49,448 shares
    Change vs previous 13F +17,543 shares

    <0.01% of the 13F portfolio, value $3,153,286.

    13F-HR 0000720672-25-000003 filed by STIFEL FINANCIAL CORP
    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 31,905 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,040,777.

    13F-HR 0000720672-24-000018 filed by STIFEL FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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