Position in UTL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$110,069
+$109,077 QoQ
Shares Held
2,089
+10894.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#173
of 243 holders
Holding Since
Sep 2024
7 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, 2026Arax Advisory Partners holds $3,617,287 across 6 Utilities - Diversified names. UTL ranks #4 (3.0% of the industry book) .
All Filings in UTL
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $110,069 | 2,089 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $992 | 19 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,598 | 33 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,491 | 261 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,190 | 42 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,422 | 42 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $302 | 5 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||