Position in UTL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$25,077,276
-$315,541 QoQ
Shares Held
475,940
-2.1% QoQ
Ownership
2.61%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#8
of 243 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026JPMORGAN CHASE & CO holds $1,988,179,385 across 6 Utilities - Diversified names. UTL ranks #3 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
20,050,848 | $1,858,914,109 | |
| 2 | AES |
Aes Corp
|
5,434,911 | $79,675,790 | |
| 3 | UTL |
Unitil Corp
This page
|
475,940 | $25,077,276 | |
| 4 | BIPH |
Brookfield Infrastructure Partners L.P.
|
956,541 | $14,749,860 | |
| 5 | AVA |
Avista Corp
|
202,653 | $8,290,531 | |
| 6 | AQN |
Algonquin Power & Utilities Corp.
|
251,164 | $1,471,819 |
All Filings in UTL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,077,276 | 475,940 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $25,392,817 | 486,080 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $27,020,653 | 557,817 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $29,102,898 | 608,084 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $30,934,857 | 593,190 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $32,846,951 | 569,370 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $32,145,072 | 593,192 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $37,389,429 | 617,191 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $32,048,168 | 618,810 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $33,743,866 | 644,582 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $34,676,484 | 659,625 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $22,014,739 | 515,447 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $25,591,254 | 504,659 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $20,129,529 | 352,902 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $12,967,472 | 252,482 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,860,100 | 233,802 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,926,385 | 237,166 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $8,581,703 | 172,047 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $11,768,562 | 255,894 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $7,327,570 | 171,285 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $7,147,027 | 134,926 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $6,565,606 | 143,699 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $7,316,102 | 165,261 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $5,485,950 | 141,976 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,118,309 | 158,820 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $7,032,433 | 134,412 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||