Position in UTL
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$206,017
-$32,719 QoQ
Shares Held
3,910
-14.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#165
of 243 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $220,479 across 2 Utilities - Diversified names. UTL ranks #1 (93.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTL |
Unitil Corp
This page
|
3,910 | $206,017 | |
| 2 | SRE |
Sempra
|
156 | $14,462 |
All Filings in UTL
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,017 | 3,910 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $238,736 | 4,570 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $225,439 | 4,654 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $246,957 | 5,160 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $284,113 | 5,448 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $327,275 | 5,673 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $309,045 | 5,703 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $372,869 | 6,155 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $370,039 | 7,145 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $340,117 | 6,497 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $343,597 | 6,536 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $275,223 | 6,444 | Shares | Sole | 2023-11-09 | |
| 2023-03-31 | $213,785 | 3,748 | Shares | Sole | 2023-05-10 | |
| 2022-09-30 | $210,790 | 4,538 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||