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UTESUTES
6 quarters

Position history for NewEdge Advisors, LLCNewEdge Advisors, LLC's holdings in VIRTUS REAVES UTILITIES ETF

NewEdge Advisors, LLC holds 37,154 shares of UTES (VIRTUS REAVES UTILITIES ETF), worth $3M as of 2026-Q2. The position was increased (+11.6% shares). UTES represents 0.0% of NewEdge Advisors, LLC's portfolio.

Current Value

$3M

Current Shares

37,154

Total Value Change

+$2.6M

Total Shares Change

+30,226

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
37,154
+11.6%
$3M0.0%$81.74
29
2026-Q1
Increased
33,289
+68.3%
$2.7M0.0%$83.25
39
2025-Q4
Increased
19,786
+787.7%
$1.6M0.0%$79.58
41
2025-Q3
New
2,229
-
$185,9500.0%$83.01
31
2025-Q1
Exited
0
-100.0%
$00.0%$63.59
0
2024-Q4
New
6,928
-
$441,6740.0%$63.08
33

Other major holders of UTES: JPMORGAN CHASE & CO, LPL Financial LLC

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