Position in UTL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$679,121
+$163,931 QoQ
Shares Held
12,889
+30.7% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#98
of 243 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Inspire Investing, LLC holds $940,316 across 3 Utilities - Diversified names. UTL ranks #1 (72.2% of the industry book) .
All Filings in UTL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $679,121 | 12,889 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $515,190 | 9,862 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $469,771 | 9,698 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $453,042 | 9,466 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $398,478 | 7,641 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $348,159 | 6,035 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $404,582 | 7,466 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $725,384 | 11,974 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||