Position in UTL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$461,300
New position
Shares Held
8,755
first reported quarter
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#113
of 243 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 2%
Shared 0%
None 98%
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $15,853,999 across 5 Utilities - Diversified names. UTL ranks #4 (2.9% of the industry book) .
All Filings in UTL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,300 | 8,755 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||