Position in UTL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$352,179
-$16,113 QoQ
Shares Held
6,684
-5.2% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#133
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, 2026Janney Montgomery Scott LLC holds $27,269,918 across 5 Utilities - Diversified names. UTL ranks #4 (1.3% of the industry book) .
All Filings in UTL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,179 | 6,684 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $368,292 | 7,050 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $351,093 | 7,248 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $424,470 | 8,869 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $422,258 | 8,097 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $466,308 | 8,083 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $431,244 | 7,958 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $501,965 | 8,286 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $448,242 | 8,655 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $457,696 | 8,743 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $353,533 | 6,725 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $314,943 | 7,374 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $505,730 | 9,973 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $574,963 | 10,080 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $484,016 | 9,424 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $385,163 | 8,292 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $685,967 | 11,682 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $716,426 | 14,363 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $673,155 | 14,637 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $437,083 | 10,217 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $732,416 | 13,827 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $642,355 | 14,059 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $612,608 | 13,838 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $517,582 | 13,395 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $575,040 | 12,830 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $662,109 | 12,655 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||