Position in UTL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,248,356
+$1,219,726 QoQ
Shares Held
156,545
+16.4% QoQ
Ownership
0.858%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#25
of 243 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026CSM Advisors, LLC holds $14,058,762 across 2 Utilities - Diversified names. UTL ranks #1 (58.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTL |
Unitil Corp
This page
|
156,545 | $8,248,356 | |
| 2 | AVA |
Avista Corp
|
142,029 | $5,810,406 |
All Filings in UTL
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,248,356 | 156,545 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,028,630 | 134,545 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,502,827 | 134,245 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,763,814 | 141,325 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,645,474 | 127,430 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||