Position in UTL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,552,510
-$4,216,771 QoQ
Shares Held
29,465
-73.3% QoQ
Ownership
0.162%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 243 holders
Holding Since
Sep 2020
12 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, 2026HRT FINANCIAL LP holds $11,448,805 across 4 Utilities - Diversified names. UTL ranks #2 (13.6% of the industry book) .
All Filings in UTL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,552,510 | 29,465 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,769,281 | 110,438 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $547,178 | 11,296 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $547,901 | 11,448 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $214,284 | 4,109 | Shares | Defined | 2025-08-14 | |
| 2024-12-31 | $353,535 | 6,524 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $956,194 | 15,784 | Shares | Defined | 2024-11-12 | |
| 2023-03-31 | $584,431 | 10,246 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $304,667 | 5,932 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $793,040 | 17,073 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $280,225 | 5,618 | Shares | Defined | 2022-05-16 | |
| 2020-09-30 | $293,818 | 7,604 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||