Position in UTL
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$311,661
+$1,931 QoQ
Shares Held
5,915
-0.2% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#140
of 243 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Ballentine Partners, LLC holds $679,231 across 3 Utilities - Diversified names. UTL ranks #1 (45.9% of the industry book) .
All Filings in UTL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,661 | 5,915 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $309,730 | 5,929 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $285,553 | 5,895 | Shares | Other | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||