Sunbeam Capital Management, LLC Virtus Reaves Utilities ETF Transaction History

Sunbeam Capital Management, LLC

  • $161 Billion
  • Q3 2025

A detailed history of Sunbeam Capital Management, LLC transactions in Virtus Reaves Utilities ETF stock. As of the latest transaction made, Sunbeam Capital Management, LLC holds 20,570 shares of UTES stock, worth $0. This represents 1.07% of its overall portfolio holdings.

Number of Shares
20,570
Previous 16,765 22.7%
Holding current value
$0
Previous $1.27 Billion 35.41%
% of portfolio
1.07%
Previous 0.96%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
N/A
3,805 Added 22.7%
20,570 $1.72 Billion
Q2 2025

Jul 23, 2025
BUY
N/A
8,106 Added 93.61%
16,765 $1.27 Billion
Q1 2025

May 06, 2025
BUY
N/A
303 Added 3.63%
8,659 $559 Million
Q4 2024

Feb 24, 2025
BUY
N/A
5,572 Added 200.14%
8,356 $533 Million
Q4 2024

Feb 20, 2025
BUY
N/A
2,784 New
2,784 $533 Million

Others Institutions Holding UTES

# of Institutions
133
Shares Held
7.82M
Call Options Held
0
Put Options Held
0
View Full List

About VIRTUS REAVES UTILITIES ETF

UTES Quotes by TradingView
  • Ticker UTES
More about UTES
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