FIRST CITIZENS BANK & TRUST CO

Bank

Position in UTL — Unitil Corp

CIK 1092203 RALEIGH, NC

Position in UTL

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$372,307

-$14,060 QoQ

Shares Held

7,066

-4.5% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#129

of 243 holders

Holding Since

Mar 2022

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

FIRST CITIZENS BANK & TRUST CO holds $3,682,419 across 4 Utilities - Diversified names. UTL ranks #2 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp	190,807	$2,797,230
2	UTL	Unitil Corp This page	7,066	$372,307
3	AVA	Avista Corp	7,030	$287,597
4	SRE	Sempra	2,430	$225,285

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$372,307	7,066	-4.5%	Shares	Sole	2026-07-13
2026-03-31	$386,367	7,396	-4.9%	Shares	Sole	2026-05-13
2025-12-31	$376,572	7,774	+48.2%	Shares	Sole	2026-02-18
2025-09-30	$250,977	5,244	-5.8%	Shares	Sole	2025-10-31
2025-06-30	$290,162	5,564	+27.4%	Shares	Sole	2025-07-30
2022-06-30	$256,429	4,367	-22.2%	Shares	Sole	2022-07-26
2022-03-31	$279,826	5,610	—	Shares	Sole	2022-04-26
No filing history on record for this holder in this stock.