Creative Planning

Position in UTL — Unitil Corp

CIK 1540235 OVERLAND PARK, KS

Position in UTL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$866,644

+$174,726 QoQ

Shares Held

16,448

+24.2% QoQ

Ownership

0.090%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#89

of 243 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Creative Planning holds $33,019,251 across 6 Utilities - Diversified names. UTL ranks #5 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	251,353	$23,302,935
2	AES	Aes Corp	348,310	$5,106,224
3	AVA	Avista Corp	58,325	$2,386,075
4	BIPH	Brookfield Infrastructure Partners L.P.	60,814	$937,751
5	UTL	Unitil Corp This page	16,448	$866,644
6	AQN	Algonquin Power & Utilities Corp.	71,608	$419,622

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$866,644	16,448	+24.2%	Shares	Defined	2026-08-13
2026-03-31	$691,918	13,245	+8.1%	Shares	Sole	2026-05-12
2025-12-31	$593,341	12,249	+29.4%	Shares	Sole	2026-02-17
2025-09-30	$452,947	9,464	+4.6%	Shares	Sole	2025-11-14
2025-06-30	$471,905	9,049	+36.4%	Shares	Sole	2025-08-08
2025-03-31	$382,715	6,634	-0.6%	Shares	Sole	2025-05-15
2024-12-31	$361,609	6,673	-6.7%	Shares	Sole	2025-02-14
2024-09-30	$433,449	7,155	+5.9%	Shares	Sole	2024-10-11
2024-06-30	$349,996	6,758	+3.3%	Shares	Sole	2024-08-15
2024-03-31	$342,369	6,540	-1.5%	Shares	Sole	2024-05-13
2023-12-31	$349,169	6,642	+8.7%	Shares	Sole	2024-02-14
2023-09-30	$260,915	6,109	-3.3%	Shares	Sole	2023-11-16
2023-06-30	$320,335	6,317	+2.7%	Shares	Sole	2023-07-21
2023-03-31	$350,738	6,149	+1.6%	Shares	Sole	2023-05-15
2022-12-31	$310,779	6,051	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.