Position in UTL
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$7,640
+$1,215 QoQ
Shares Held
145
+17.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#209
of 243 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026MassMutual Private Wealth & Trust, FSB holds $337,223 across 4 Utilities - Diversified names. UTL ranks #3 (2.3% of the industry book) .
All Filings in UTL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,640 | 145 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $6,425 | 123 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,816 | 182 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $10,912 | 228 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,742 | 206 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $13,557 | 235 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $12,192 | 225 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $11,025 | 182 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $9,425 | 182 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $4,606 | 88 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,733 | 52 | Shares | Sole | 2024-01-03 | |
| 2023-06-30 | $1,267 | 25 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,426 | 25 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1 | 16 | Shares | Sole | 2023-01-06 | |
| 2020-09-30 | $111,244 | 2,879 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||