Rockefeller Capital Management
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Rockefeller Capital Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Rockefeller Capital Management’s Portfolio FUTY Stock Details FUTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$979K Sell
16,757
-1,696
-9% -$99.2K ﹤0.01% 1713
2026
Q1 		$1.09M Sell
18,453
-1,630
-8% -$94.5K ﹤0.01% 1571
2025
Q4 		$1.11M Buy
20,083
+1,014
+5% +$58.1K ﹤0.01% 1515
2025
Q3 		$1.08M Sell
19,069
-1,735
-8% -$94.7K ﹤0.01% 1393
2025
Q2 		$1.09M Buy
20,804
+4,323
+26% +$222K ﹤0.01% 1289
2025
Q1 		$840K Sell
16,481
-2,384
-13% -$120K ﹤0.01% 1323
2024
Q4 		$920K Buy
18,865
+3,111
+20% +$159K ﹤0.01% 1279
2024
Q3 		$816K Sell
15,754
-3,353
-18% -$160K ﹤0.01% 1296
2024
Q2 		$840K Sell
19,107
-3,687
-16% -$163K ﹤0.01% 1273
2024
Q1 		$967K Buy
22,794
+3,140
+16% +$126K ﹤0.01% 1274
2023
Q4 		$803K Sell
19,654
-4,349
-18% -$171K ﹤0.01% 1218
2023
Q3 		$910K Buy
24,003
+509
+2% +$21.1K ﹤0.01% 1110
2023
Q2 		$993K Sell
23,494
-1,414
-6% -$61.5K ﹤0.01% 1089
2023
Q1 		$1.09M Buy
24,908
+18,885
+314% +$830K ﹤0.01% 1036
2022
Q4 		$274K Sell
6,023
-1,311
-18% -$57.7K ﹤0.01% 1516
2022
Q3 		$309K Sell
7,334
-93
-1% -$4.39K ﹤0.01% 1457
2022
Q2 		$335K Buy
7,427
+2,159
+41% +$101K ﹤0.01% 1432
2022
Q1 		$252K Buy
5,268
+2,245
+74% +$100K ﹤0.01% 1597
2021
Q4 		$140K Buy
3,023
+463
+18% +$20.2K ﹤0.01% 1788
2021
Q3 		$105K Sell
2,560
-219
-8% -$9.45K ﹤0.01% 1849
2021
Q2 		$114K Buy
2,779
+485
+21% +$20.6K ﹤0.01% 1737
2021
Q1 		$95K Buy
2,294
+1,541
+205% +$62.1K ﹤0.01% 1620
2020
Q4 		$30K Buy
+753
New +$30.6K ﹤0.01% 1849

Other funds holding FUTY

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AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockefeller Capital Management's FUTY Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 9.2% in Q2 2026, selling an estimated $99.2K and leaving 16,757 shares worth $979K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Rockefeller Capital Management first reported a position in FUTY in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.11M in Q4 2025. 256 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Rockefeller Capital Management held 16,757 shares of Fidelity MSCI Utilities Index ETF worth $979K as of Q2 2026.
  • Rockefeller Capital Management sold 1,696 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $99.2K.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1713 holding.
  • Rockefeller Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and has held it in 23 quarters since.
  • Rockefeller Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $1.11M in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.