Position in UTL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$280,521
-$9,306 QoQ
Shares Held
5,324
-4.0% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#35
of 77 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Sterling Capital Management LLC holds $1,510,777 across 5 Utilities - Diversified names. UTL ranks #3 (18.6% of the industry book) .
All Filings in UTL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,521 | 5,324 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $289,827 | 5,548 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $49,554 | 1,023 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $53,220 | 1,112 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,320 | 428 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,864 | 275 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $27,745 | 512 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,453 | 57 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||