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Fidelity Investments’s Virtus Reaves Utilities ETF UTES Stock Holding History

Fidelity Investments’s Portfolio UTES Stock Details UTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-4
Closed -$327 – 5957
2026
Q2 		$327 Buy
+4
New +$325 ﹤0.01% 5339
2026
Q1 		– Sell
-2
Closed -$158 – 5573
2025
Q4 		$158 Buy
2
+1
+100% +$82 ﹤0.01% 5224
2025
Q3 		$83 Sell
1
-2
-67% -$159 ﹤0.01% 5215
2025
Q2 		$227 Buy
+3
New +$208 ﹤0.01% 5093
2024
Q4 		– Sell
-2
Closed -$128 – 5821
2024
Q3 		$128 Buy
+2
New +$112 ﹤0.01% 5068
2023
Q4 		– Sell
-2
Closed -$83 – 5665
2023
Q3 		$83 Buy
+2
New +$90 ﹤0.01% 4879
2023
Q1 		– Sell
-1
Closed -$47 – 5538
2022
Q4 		$47 Buy
+1
New +$45 ﹤0.01% 4955
2021
Q3 		– Sell
-2
Closed – – 5067
2021
Q2 		$0 Buy
2
+1
+100% +$42 ﹤0.01% 4910
2021
Q1 		$0 Buy
+1
New +$40 ﹤0.01% 4559
2020
Q2 		– Sell
-3
Closed – – 4196
2020
Q1 		$0 Buy
3
+2
+200% +$80 ﹤0.01% 4289
2019
Q4 		$0 Buy
+1
New +$41 ﹤0.01% 4292
2019
Q1 		– Sell
-1
Closed – – 4238
2018
Q4 		$0 Buy
+1
New +$35 ﹤0.01% 4194

Other funds holding UTES

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $474M AUM 20.45% 1-Year Est. Return
Ted Buchan & Co
Ted Buchan & Co San Diego, California $303M AUM 15.07% 1-Year Est. Return
Quadcap Wealth Management
Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return
Blue Water Asset Management
Blue Water Asset Management Grand Rapids, Michigan $309M AUM 6.04% 1-Year Est. Return

Fidelity Investments's UTES Position: Q3 2026 in Review

Fidelity Investments sold out of Virtus Reaves Utilities ETF (UTES) in Q3 2026, closing a stake of 4 shares — an estimated $327 sold.

Fidelity Investments first reported a position in UTES in Q4 2018 and held it in 12 quarters. The position peaked at $327 in Q2 2026. 105 funds tracked by Wall St. Rank hold UTES as of Q3 2026.

  • Fidelity Investments reported no remaining Virtus Reaves Utilities ETF position as of Q3 2026 after selling out during the quarter.
  • Fidelity Investments sold 4 Virtus Reaves Utilities ETF shares in Q3 2026, an estimated $327.
  • Fidelity Investments first reported a position in Virtus Reaves Utilities ETF in Q4 2018 and held it in 12 quarters.
  • Fidelity Investments's Virtus Reaves Utilities ETF position peaked at $327 in Q2 2026.
  • 105 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.