IFP Advisors, Inc

Position in UTL — Unitil Corp

CIK 1641866 TAMPA, FL

Position in UTL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,106

+$845 QoQ

Shares Held

+320.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#228

of 243 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

IFP Advisors, Inc holds $1,069,755 across 5 Utilities - Diversified names. UTL ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp	36,739	$538,593
2	SRE	Sempra	3,374	$312,803
3	AVA	Avista Corp	4,225	$172,844
4	BIPH	Brookfield Infrastructure Partners L.P.	2,880	$44,409
5	UTL	Unitil Corp This page	21	$1,106

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,106	21	+320.0%	Shares	Sole	2026-07-20
2026-03-31	$261	5	+66.7%	Shares	Sole	2026-04-13
2025-12-31	$145	3	-97.1%	Shares	Sole	2026-02-06
2025-06-30	$5,475	105	+10400.0%	Shares	Sole	2025-07-24
2024-12-31	$54	1	-99.8%	Shares	Sole	2025-02-04
2023-09-30	$21,355	500	-0.2%	Shares	Sole	2023-10-12
2023-06-30	$25,405	501	+0.2%	Shares	Sole	2023-08-04
2023-03-31	$28,520	500	0.0%	Shares	Sole	2023-04-18
2022-12-31	$25,680	500	-6.0%	Shares	Sole	2023-02-07
2022-09-30	$24,711	532	+1562.5%	Shares	Sole	2022-11-08
2022-06-30	$1,879	32	0.0%	Shares	Sole	2022-09-06
2022-03-31	$1,596	32	0.0%	Shares	Sole	2022-08-08
2021-12-31	$1,471	32	-48.4%	Shares	Sole	2022-01-12
2021-09-30	$2,652	62	0.0%	Shares	Sole	2021-10-06
2021-06-30	$3,284	62	0.0%	Shares	Sole	2021-07-13
2021-03-31	$2,832	62	-51.9%	Shares	Sole	2021-04-30
2020-12-31	$5,710	129	0.0%	Shares	Sole	2021-01-25
2020-09-30	$4,984	129	+15.2%	Shares	Sole	2020-10-29
2020-06-30	$5,019	112	-11.1%	Shares	Sole	2020-08-05
2020-03-31	$6,592	126	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.