Pinnacle Wealth Planning Services, Inc.

Position in UTL — Unitil Corp

CIK 1726752 MANSFIELD, OH

Position in UTL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$44,628

-$507 QoQ

Shares Held

847

-2.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#180

of 243 holders

Holding Since

Dec 2020

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $241,215 across 4 Utilities - Diversified names. UTL ranks #3 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVA	Avista Corp	2,537	$103,788
2	SRE	Sempra	806	$74,724
3	UTL	Unitil Corp This page	847	$44,628
4	AES	Aes Corp	1,233	$18,075

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,628	847	-2.0%	Shares	Sole	2026-08-07
2026-03-31	$45,135	864	+4.7%	Shares	Sole	2026-05-11
2025-12-31	$39,963	825	+581.8%	Shares	Sole	2026-02-13
2020-12-31	$5,356	121	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.