Position in UTL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$250,066
+$31,860 QoQ
Shares Held
4,746
+13.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#154
of 243 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026VIRTUS ADVISERS, LLC holds $286,056 across 2 Utilities - Diversified names. UTL ranks #1 (87.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTL |
Unitil Corp
This page
|
4,746 | $250,066 | |
| 2 | BIPH |
Brookfield Infrastructure Partners L.P.
|
2,334 | $35,990 |
All Filings in UTL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,066 | 4,746 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $218,206 | 4,177 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $202,333 | 4,177 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $199,911 | 4,177 | Shares | Other | 2026-02-13 | |
| 2025-06-30 | $217,830 | 4,177 | Shares | Other | 2026-02-13 | |
| 2025-03-31 | $240,971 | 4,177 | Shares | Other | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||