Position in UTL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$441,594
+$237,271 QoQ
Shares Held
8,381
+113.9% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 87 holders
Holding Since
Sep 2023
4 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, 2026Y-Intercept (Hong Kong) Ltd holds $6,512,686 across 3 Utilities - Diversified names. UTL ranks #3 (6.8% of the industry book) .
All Filings in UTL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,594 | 8,381 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $204,323 | 3,918 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $219,971 | 3,813 | Shares | Sole | 2025-05-06 | |
| 2023-09-30 | $206,759 | 4,841 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||