Position in UTL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$8,851
+$75 QoQ
Shares Held
168
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#202
of 243 holders
Holding Since
Jun 2022
17 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, 2026Blue Trust, Inc. holds $174,348 across 4 Utilities - Diversified names. UTL ranks #3 (5.1% of the industry book) .
All Filings in UTL
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,851 | 168 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $8,776 | 168 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,137 | 168 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $8,040 | 168 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $8,761 | 168 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,691 | 168 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $9,103 | 168 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $17,931 | 296 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $8,700 | 168 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $8,794 | 168 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7 | 168 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $9 | 170 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $10 | 170 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $9,696 | 170 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $8,731 | 170 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $3,948 | 85 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $4,991 | 85 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||