PRINCIPAL FINANCIAL GROUP INC

Position in UTL — Unitil Corp

CIK 1126328 DES MOINES, IA

Back to UTL Full portfolio

Position in UTL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,581,289

+$15,723 QoQ

Shares Held

86,948

-0.5% QoQ

Ownership

0.477%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#33

of 243 holders

Holding Since

Mar 2020

26 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, 2026

PRINCIPAL FINANCIAL GROUP INC holds $614,203,851 across 6 Utilities - Diversified names. UTL ranks #6 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BIPH	Brookfield Infrastructure Partners L.P.	23,776,567	$366,634,663
2	SRE	Sempra	1,544,369	$143,178,448
3	AQN	Algonquin Power & Utilities Corp.	11,567,342	$67,784,624
4	AVA	Avista Corp	503,979	$20,617,780
5	AES	Aes Corp	778,107	$11,407,047
6	UTL	Unitil Corp This page	86,948	$4,581,289

All Filings in UTL

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,581,289	86,948	-0.5%	Shares	Defined	2026-08-04
2026-03-31	$4,565,566	87,396	+2.4%	Shares	Defined	2026-05-04
2025-12-31	$4,135,273	85,369	+0.1%	Shares	Defined	2026-02-02
2025-09-30	$4,081,596	85,282	+5.9%	Shares	Defined	2025-11-04
2025-06-30	$4,201,620	80,568	-7.2%	Shares	Defined	2025-08-08
2025-03-31	$5,006,453	86,782	+3.0%	Shares	Defined	2025-04-28
2024-12-31	$4,566,969	84,277	+3.5%	Shares	Defined	2025-01-31
2024-09-30	$4,930,726	81,392	+2.1%	Shares	Defined	2024-10-31
2024-06-30	$4,129,371	79,733	-4.7%	Shares	Defined	2024-07-29
2024-03-31	$4,380,490	83,677	-6.3%	Shares	Defined	2024-04-29
2023-12-31	$4,697,024	89,348	-1.4%	Shares	Defined	2024-02-07
2023-09-30	$3,869,867	90,608	-3.8%	Shares	Defined	2023-11-02
2023-06-30	$4,777,034	94,203	-4.7%	Shares	Defined	2023-08-07
2023-03-31	$5,637,376	98,832	-1.6%	Shares	Defined	2023-05-09
2022-12-31	$5,156,903	100,407	+1.4%	Shares	Defined	2023-02-09
2022-09-30	$4,598,782	99,005	-0.2%	Shares	Defined	2022-11-09
2022-06-30	$5,822,850	99,163	-13.3%	Shares	Defined	2022-08-10
2022-03-31	$5,707,818	114,431	-4.5%	Shares	Defined	2022-05-09
2021-12-31	$5,509,372	119,795	-4.9%	Shares	Defined	2022-02-09
2021-09-30	$5,388,440	125,957	+3.3%	Shares	Defined	2021-11-09
2021-06-30	$6,459,585	121,948	+1155.0%	Shares	Defined	2021-08-10
2021-03-31	$443,969	9,717	+8.3%	Shares	Defined	2021-05-10
2020-12-31	$397,367	8,976	-97.0%	Shares	Defined	2021-02-23
2020-09-30	$11,414,101	295,396	-7.2%	Shares	Defined	2020-11-06
2020-06-30	$14,270,015	318,385	+14.7%	Shares	Defined	2020-08-05
2020-03-31	$14,524,084	277,601	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.