Corient Private Wealth LLC

Position in UTL — Unitil Corp

CIK 1948780 MIAMI, FL

Position in UTL

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$737,291

-$30,114 QoQ

Shares Held

13,993

-4.7% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#94

of 243 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Utilities · as of Jun 30, 2026

Corient Private Wealth LLC holds $49,990,191 across 5 Utilities - Diversified names. UTL ranks #4 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	491,010	$45,521,537
2	AVA	Avista Corp	49,707	$2,033,513
3	AES	Aes Corp	96,435	$1,413,737
4	UTL	Unitil Corp This page	13,993	$737,291
5	BIPH	Brookfield Infrastructure Partners L.P.	18,425	$284,113

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$737,291	13,993	-4.7%	Shares	Sole	2026-08-17
2026-03-31	$767,405	14,690	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.