SCM
UTES icon

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

Sunbeam Capital Management’s Portfolio UTES Stock Details UTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.27M Buy
16,765
+8,106
+94% +$613K 0.96% 24
2025
Q1 		$559K Buy
8,659
+303
+4% +$19.6K 0.53% 36
2024
Q4 		$533K Buy
+8,356
New +$533K 0.49% 38