Position in UTL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,765,115
+$15,075 QoQ
Shares Held
33,500
0.0% QoQ
Ownership
0.184%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#64
of 243 holders
Holding Since
Jun 2020
25 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, 2026North Star Investment Management Corp. holds $4,005,822 across 6 Utilities - Diversified names. UTL ranks #2 (44.1% of the industry book) .
All Filings in UTL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,765,115 | 33,500 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,750,040 | 33,500 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,622,740 | 33,500 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,603,310 | 33,500 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,747,025 | 33,500 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,932,615 | 33,500 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,815,365 | 33,500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,029,430 | 33,500 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,734,965 | 33,500 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,753,725 | 33,500 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,761,095 | 33,500 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,435,483 | 33,610 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,040,569 | 20,520 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,173,598 | 20,575 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,056,732 | 20,575 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $955,708 | 20,575 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,208,164 | 20,575 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,026,281 | 20,575 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $946,244 | 20,575 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $880,198 | 20,575 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,089,857 | 20,575 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $940,071 | 20,575 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $733,775 | 16,575 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $640,458 | 16,575 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $606,190 | 13,525 | Shares | Sole | 2020-07-16 | |
| No filing history on record for this holder in this stock. | ||||||