Position in UTL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$17,913
-$5,173 QoQ
Shares Held
340
-23.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#189
of 242 holders
Holding Since
Dec 2022
10 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, 2026EverSource Wealth Advisors, LLC holds $667,249 across 5 Utilities - Diversified names. UTL ranks #4 (2.7% of the industry book) .
All Filings in UTL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,913 | 340 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $23,086 | 442 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $18,840 | 389 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,984 | 334 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,726 | 455 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,749 | 65 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,468 | 64 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $666 | 11 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $569 | 11 | Shares | Sole | 2024-08-13 | |
| 2022-12-31 | $2,413 | 47 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||