Corient Private Wealth LLC

Position in UTL — Unitil Corp

CIK 1948780 MIAMI, FL

Position in UTL

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$817,116

+$49,711 QoQ

Shares Held

15,508

+5.6% QoQ

Ownership

0.085%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Utilities · as of Jun 30, 2026

Corient Private Wealth LLC holds $49,459,250 across 5 Utilities - Diversified names. UTL ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	473,519	$43,899,946
2	AVA	Avista Corp	55,324	$2,263,304
3	AES	Aes Corp	149,984	$2,198,765
4	UTL	Unitil Corp This page	15,508	$817,116
5	BIPH	Brookfield Infrastructure Partners L.P.	18,166	$280,119

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$817,116	15,508	+5.6%	Shares	Sole	2026-08-27
2026-03-31	$767,405	14,690	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.