Position in UTL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,833,861
New position
Shares Held
243,573
first reported quarter
Ownership
1.34%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#18
of 243 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 99%
Shared 0%
None 1%
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Bragg Financial Advisors, Inc holds $12,833,861 across 1 Utilities - Diversified name. UTL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTL |
Unitil Corp
This page
|
243,573 | $12,833,861 |
All Filings in UTL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,833,861 | 243,573 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||