Position in UTL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$234,839
-$14,345 QoQ
Shares Held
4,457
-6.6% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#157
of 243 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $9,738,060 across 4 Utilities - Diversified names. UTL ranks #4 (2.4% of the industry book) .
All Filings in UTL
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,839 | 4,457 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $249,184 | 4,770 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $231,640 | 4,782 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $257,773 | 5,386 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $314,360 | 6,028 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $347,755 | 6,028 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $335,815 | 6,197 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $382,986 | 6,322 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $336,531 | 6,498 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $380,375 | 7,266 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $418,246 | 7,956 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $371,833 | 8,706 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $469,118 | 9,251 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $557,566 | 9,775 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $560,080 | 10,905 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $602,688 | 12,975 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $776,395 | 13,222 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $729,844 | 14,632 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $672,235 | 14,617 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||