Northwestern Mutual Wealth Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Northwestern Mutual Wealth Management’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 Q2	$2.76M	Buy	33,761 +2,886	+9%	+$234K	﹤0.01%	1059
2026 Q1	$2.47M	Buy	30,875 +6,756	+28%	+$543K	﹤0.01%	1034
2025 Q4	$1.9M	Buy	24,119 +23,440	+3,452%	+$1.93M	﹤0.01%	1070
2025 Q3	$56.7K	Buy	+679	New	+$54K	﹤0.01%	2277
2024 Q1	–	Sell	-1,313	Closed	-$58.6K	–	3819
2023 Q4	$58.6K	Buy	+1,313	New	+$56.6K	﹤0.01%	1986

Other funds holding UTES

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Northwestern Mutual Wealth Management's UTES Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its Virtus Reaves Utilities ETF (UTES) stake by 9.3% in Q2 2026, buying an estimated $234K and bringing the position to 33,761 shares worth $2.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Northwestern Mutual Wealth Management first reported a position in UTES in Q4 2023 and has held it in 5 quarters since. 180 funds tracked by Wall St. Rank hold UTES as of Q2 2026.

Northwestern Mutual Wealth Management held 33,761 shares of Virtus Reaves Utilities ETF worth $2.76M as of Q2 2026.
Northwestern Mutual Wealth Management bought 2,886 Virtus Reaves Utilities ETF shares in Q2 2026, an estimated $234K.
Virtus Reaves Utilities ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1059 holding.
Northwestern Mutual Wealth Management first reported a position in Virtus Reaves Utilities ETF in Q4 2023 and has held it in 5 quarters since.
180 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.