Position in UTL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$309,606
+$2,644 QoQ
Shares Held
5,876
0.0% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#141
of 243 holders
Holding Since
Dec 2020
23 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, 2026Signature Wealth Management Partners, LLC holds $682,300 across 2 Utilities - Diversified names. UTL ranks #2 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
4,020 | $372,694 | |
| 2 | UTL |
Unitil Corp
This page
|
5,876 | $309,606 |
All Filings in UTL
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $309,606 | 5,876 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $306,962 | 5,876 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $284,633 | 5,876 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $281,225 | 5,876 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $306,433 | 5,876 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $338,986 | 5,876 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $318,420 | 5,876 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $355,968 | 5,876 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $304,318 | 5,876 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $307,608 | 5,876 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $308,901 | 5,876 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $250,963 | 5,876 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $297,971 | 5,876 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $335,167 | 5,876 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $301,791 | 5,876 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $272,940 | 5,876 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $345,097 | 5,877 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $293,144 | 5,877 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $270,283 | 5,877 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $251,418 | 5,877 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $311,304 | 5,877 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $268,520 | 5,877 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $260,174 | 5,877 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||