CITADEL ADVISORS LLC FUTY — FIDELITY MSCI UTILITIES

Ownership history in CITADEL ADVISORS LLC  ·  29 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported FIDELITY MSCI UTILITIES (FUTY) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows FUTY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FUTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in FIDELITY MSCI UTILITIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FUTY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FUTY stock page CITADEL ADVISORS LLC fund profile CITADEL ADVISORS LLC full holdings
How CITADEL ADVISORS LLC held FUTY — position size vs. price
% of Fund (quarterly)    FUTY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 3,400 -1,200 -26.1% 0.00% $201K 2026-05-15 $56.69
2025 Q3 REDUCED 7.9% -1.2% ✅ 4,600 -392 -7.9% 0.00% $260K 2025-11-14 $56.63
2025 Q2 REDUCED 60.9% +7.8% ❌ 4,992 -7,766 -60.9% 0.00% $263K 2025-08-14 $54.32
2025 Q1 REDUCED 80.2% +4.0% ❌ 12,758 -51,607 -80.2% 0.00% $650K 2025-05-15 $50.82
2024 Q4 ADDED — — — 64,365 +12,540 +24.2% 0.00% $3.1M 2025-02-14 $49.23
2024 Q3 ADDED — — — 51,825 +6,997 +15.6% 0.00% $2.7M 2024-11-14 $48.20
2024 Q2 REDUCED 10.5% +18.7% ❌ 44,828 -5,286 -10.5% 0.00% $2.0M 2024-08-14 $45.52
2024 Q1 ADDED — — — 50,114 +21,571 +75.6% 0.00% $2.1M 2024-05-15 $44.22
2023 Q4 REDUCED 33.4% +4.2% ❌ 28,543 -14,293 -33.4% 0.00% $1.2M 2024-02-14 $36.39
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FUTY

As of 2026 Q1 — sorted by position size

PRIMORIS WEALTH ADVISORS, LLC 3Y 3.9% Independence Financial Advisors, LLC 3.44% Targeted Financial Services LLC 2.77% TRAPHAGEN INVESTMENT ADVISORS LLC 1.9% High Point Wealth Management, LLC 1.78% Maltin Wealth Management, Inc. 3Y 1.61% SWEENEY & MICHEL, LLC 1.59% LifePlan Investment Advisors, Inc. 1.38% Yoder Wealth Management, Inc. 1.29% INVESTMENT MANAGEMENT CORP /VA/ /ADV 1.2%

FAQ About CITADEL ADVISORS LLC and FUTY

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning FUTY?

CITADEL ADVISORS LLC reported FUTY across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FUTY position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for FUTY was 0.00% in 2024 Q4.

What is the latest reported FUTY position on this page?

The most recent filing on this page is 2026 Q1, when CITADEL ADVISORS LLC reported 3,400 shares, equal to 0.00% of portfolio, with an estimated market value of $201K.

What does the chart on this FUTY ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly FUTY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITADEL ADVISORS LLC time their FUTY position?

Based on 13F filing dates vs. subsequent FUTY price moves, CITADEL ADVISORS LLC correctly timed 16 out of 28 reported position changes (57%). The annualised alpha on FUTY relative to SPY over the holding period was -9.3%.

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