Position in UTL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,800
+$1,129 QoQ
Shares Held
186
+12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#199
of 243 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Covestor Ltd holds $56,488 across 4 Utilities - Diversified names. UTL ranks #4 (17.3% of the industry book) .
All Filings in UTL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,800 | 186 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,671 | 166 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $96 | 2 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $95 | 2 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $156 | 3 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $980 | 17 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $108 | 2 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $121 | 2 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $51 | 1 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $52 | 1 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $52 | 1 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $85 | 2 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $101 | 2 | Shares | Sole | 2023-08-11 | |
| 2022-12-31 | $51 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $0 | 0 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,345 | 74 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $548 | 11 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $597 | 13 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||