Position in UTL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,250,891
+$3,931,576 QoQ
Shares Held
194,551
+60.8% QoQ
Ownership
1.07%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#21
of 243 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Derivatives in UTL
reported options exposure · as of Jun 30, 2026CallValue
$337,216
CallShares
6,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026CITADEL ADVISORS LLC holds $259,017,293 across 6 Utilities - Diversified names. UTL ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
|
13,701,040 | $200,857,246 | |
| 2 | SRE |
Sempra
|
296,960 | $27,531,161 | |
| 3 | AQN |
Algonquin Power & Utilities Corp.
|
2,281,940 | $13,372,167 | |
| 4 | UTL |
Unitil Corp
This page
|
194,551 | $10,250,891 | |
| 5 | BIPH |
Brookfield Infrastructure Partners L.P.
|
414,387 | $6,389,847 | |
| 6 | AVA |
Avista Corp
|
15,057 | $615,981 |
All Filings in UTL
Export CSV
45 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,250,891 | 194,551 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $337,216 | 6,400 | Call | Defined | 2026-08-14 | |
| 2026-03-31 | $6,319,315 | 120,967 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $423,144 | 8,100 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $440,804 | 9,100 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $2,051,918 | 42,360 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $227,668 | 4,700 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $3,108,889 | 64,958 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $349,378 | 7,300 | Call | Defined | 2025-11-14 | |
| 2025-03-31 | $17,307 | 300 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $597,379 | 10,355 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $161,532 | 2,800 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $108,380 | 2,000 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $167,989 | 3,100 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $1,082,119 | 19,969 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $149,390 | 2,466 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $708,786 | 11,700 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $175,682 | 2,900 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $51,790 | 1,000 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $81,724 | 1,578 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $196,802 | 3,800 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $266,985 | 5,100 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $14,343 | 274 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $57,585 | 1,100 | Put | Defined | 2024-05-15 | |
| 2023-09-30 | $107,842 | 2,525 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $68,336 | 1,600 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $247,718 | 5,800 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $888,945 | 17,530 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $299,189 | 5,900 | Call | Defined | 2023-08-14 | |
| 2023-03-31 | $399,280 | 7,000 | Call | Defined | 2023-05-15 | |
| 2023-03-31 | $4,337,207 | 76,038 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $97,584 | 1,900 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $46,224 | 900 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $2,268,313 | 44,165 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,143,180 | 24,611 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $349,160 | 7,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $1,718,365 | 34,450 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $610,792 | 13,281 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,090,632 | 25,494 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,000,921 | 18,896 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,786,432 | 39,099 | Shares | Defined | 2021-05-21 | |
| 2020-12-31 | $2,139,923 | 48,338 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $893,510 | 23,124 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,342,134 | 29,945 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,353,039 | 44,974 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||