Steward Partners Investment Advisory, LLC

Position in UTL — Unitil Corp

CIK 1723397 STAMFORD, CT

Position in UTL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$11,012

+$94 QoQ

Shares Held

209

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#198

of 243 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $4,236,257 across 6 Utilities - Diversified names. UTL ranks #6 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AQN	Algonquin Power & Utilities Corp.	341,945	$2,003,797
2	SRE	Sempra	10,825	$1,003,585
3	AES	Aes Corp	47,424	$695,235
4	BIPH	Brookfield Infrastructure Partners L.P.	32,967	$508,351
5	AVA	Avista Corp	349	$14,277
6	UTL	Unitil Corp This page	209	$11,012

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,012	209	0.0%	Shares	Sole	2026-08-13
2026-03-31	$10,918	209	0.0%	Shares	Sole	2026-05-08
2025-12-31	$10,123	209	-54.5%	Shares	Sole	2026-02-12
2025-09-30	$21,967	459	0.0%	Shares	Sole	2025-11-12
2025-06-30	$23,936	459	+83.6%	Shares	Sole	2025-08-12
2025-03-31	$14,422	250	0.0%	Shares	Sole	2025-05-13
2024-12-31	$13,547	250	0.0%	Shares	Sole	2025-02-06
2024-09-30	$15,145	250	0.0%	Shares	Sole	2024-11-14
2024-06-30	$12,947	250	0.0%	Shares	Sole	2024-08-08
2024-03-31	$13,087	250	0.0%	Shares	Sole	2024-05-15
2023-12-31	$13,142	250	0.0%	Shares	Sole	2024-02-12
2023-09-30	$10,677	250	-2.3%	Shares	Sole	2023-11-13
2023-06-30	$12,981	256	0.0%	Shares	Sole	2023-08-14
2023-03-31	$14,602	256	0.0%	Shares	Sole	2023-05-15
2022-12-31	$13,148	256	0.0%	Shares	Sole	2023-02-15
2022-09-30	$11,891	256	0.0%	Shares	Sole	2022-11-10
2022-06-30	$15,032	256	0.0%	Shares	Sole	2022-08-04
2022-03-31	$12,769	256	0.0%	Shares	Sole	2022-05-02
2021-12-31	$11,773	256	0.0%	Shares	Sole	2022-02-08
2021-09-30	$10,951	256	0.0%	Shares	Sole	2021-11-12
2021-06-30	$13,560	256	0.0%	Shares	Sole	2021-08-13
2021-03-31	$11,696	256	0.0%	Shares	Sole	2021-05-14
2020-12-31	$11,333	256	0.0%	Shares	Sole	2021-02-11
2020-09-30	$9,891	256	0.0%	Shares	Sole	2020-10-30
2020-06-30	$11,473	256	0.0%	Shares	Sole	2020-08-06
2020-03-31	$13,393	256	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.