Position in UTL
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$377,956
-$3,848 QoQ
Shares Held
7,235
-8.2% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 0.580511402902557.ToString("F0")%
Shared 0.ToString("F0")%
None 99.41948859709744.ToString("F0")%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026LPL Financial LLC holds $95,545,476 across 6 Utilities - Diversified names. UTL ranks #5 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
764,004 | $74,238,268 | |
| 2 | AES |
Aes Corp
|
792,177 | $11,161,773 | |
| 3 | BIPH |
Brookfield Infrastructure Partners L.P.
|
198,298 | $7,162,523 | |
| 4 | AVA |
Avista Corp
|
58,360 | $2,342,570 | |
| 5 | UTL |
Unitil Corp
This page
|
7,235 | $377,956 | |
| 6 | AQN |
Algonquin Power & Utilities Corp.
|
42,734 | $262,386 |
All Filings in UTL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $377,956 | 7,235 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $381,804 | 7,882 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $417,147 | 8,716 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $444,422 | 8,522 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $443,636 | 7,690 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $408,646 | 7,541 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $456,652 | 7,538 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $295,461 | 5,705 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $328,548 | 6,276 | Shares | Sole | 2024-05-10 | |
| 2021-12-31 | $222,177 | 4,831 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||