Rockefeller Capital Management
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Rockefeller Capital Management’s Virtus Reaves Utilities ETF UTES Stock Holding History

Rockefeller Capital 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
Q1 		– Sell
-675
Closed -$53.3K – 4881
2025
Q4 		$53.3K Buy
+675
New +$55.7K ﹤0.01% 3033

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Osaic Holdings
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UBS Group
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Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
MYIA
Mount Yale Investment Advisors Denver, Colorado $5.4B AUM 28.46% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Rockefeller Capital Management's UTES Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Virtus Reaves Utilities ETF (UTES) in Q1 2026, closing a stake of 675 shares — an estimated $53.3K sold.

Rockefeller Capital Management first reported a position in UTES in Q4 2025 and held it in 1 quarter. The position peaked at $53.3K in Q4 2025. 184 funds tracked by Wall St. Rank hold UTES as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Virtus Reaves Utilities ETF position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 675 Virtus Reaves Utilities ETF shares in Q1 2026, an estimated $53.3K.
  • Rockefeller Capital Management first reported a position in Virtus Reaves Utilities ETF in Q4 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Virtus Reaves Utilities ETF position peaked at $53.3K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held Virtus Reaves Utilities ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.