Position in UTL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$782,973
+$355,860 QoQ
Shares Held
14,860
+81.8% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#95
of 245 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 48%
Shared 17%
None 35%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $44,852,276 across 6 Utilities - Diversified names. UTL ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
200,328 | $18,572,406 | |
| 2 | AES |
Aes Corp
|
1,202,979 | $17,635,670 | |
| 3 | AVA |
Avista Corp
|
104,357 | $4,269,243 | |
| 4 | BIPH |
Brookfield Infrastructure Partners L.P.
|
204,496 | $3,153,328 | |
| 5 | UTL |
Unitil Corp
This page
|
14,860 | $782,973 | |
| 6 | AQN |
Algonquin Power & Utilities Corp.
|
74,856 | $438,656 |
All Filings in UTL
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,973 | 14,860 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $427,113 | 8,176 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $401,566 | 8,290 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $356,174 | 7,442 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $397,539 | 7,623 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $440,924 | 7,643 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $420,514 | 7,760 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $554,549 | 9,154 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $426,438 | 8,234 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $450,419 | 8,604 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $399,164 | 7,593 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $304,436 | 7,128 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $379,209 | 7,478 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $394,431 | 6,915 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $350,840 | 6,831 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $315,209 | 6,786 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $398,004 | 6,778 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||