Allworth Financial LP

Position in UTL — Unitil Corp

CIK 1555170 FOLSOM, CA

Position in UTL

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$25,291

+$20,642 QoQ

Shares Held

480

+439.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#185

of 243 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Allworth Financial LP holds $2,243,597 across 6 Utilities - Diversified names. UTL ranks #5 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	18,169	$1,684,447
2	AES	Aes Corp	18,365	$269,230
3	AVA	Avista Corp	3,938	$161,103
4	BIPH	Brookfield Infrastructure Partners L.P.	6,368	$98,194
5	UTL	Unitil Corp This page	480	$25,291
6	AQN	Algonquin Power & Utilities Corp.	910	$5,332

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,291	480	+439.3%	Shares	Sole	2026-08-11
2026-03-31	$4,649	89	-11.9%	Shares	Sole	2026-05-15
2025-12-31	$4,892	101	+236.7%	Shares	Sole	2026-02-05
2025-09-30	$1,435	30	-60.5%	Shares	Sole	2025-12-02
2025-06-30	$3,963	76	-74.7%	Shares	Sole	2025-08-07
2023-12-31	$15,771	300	-25.0%	Shares	Sole	2024-01-24
2023-09-30	$17,084	400	0.0%	Shares	Sole	2023-10-31
2023-06-30	$20,284	400	0.0%	Shares	Sole	2023-07-18
2023-03-31	$22,816	400	0.0%	Shares	Sole	2023-04-18
2022-12-31	$20,544	400	0.0%	Shares	Sole	2023-01-13
2022-09-30	$18,580	400	+105.1%	Shares	Sole	2022-11-14
2022-03-31	$9,726	195	0.0%	Shares	Sole	2022-04-22
2021-12-31	$8,968	195	—	Shares	Sole	2022-01-21
No filing history on record for this holder in this stock.