Envestnet Portfolio Solutions, Inc.

Position in UTL — Unitil Corp

CIK 1998033 BERWYN, PA

Position in UTL

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$356,289

-$13,883 QoQ

Shares Held

6,762

-4.6% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#132

of 243 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $4,123,749 across 4 Utilities - Diversified names. UTL ranks #3 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp	161,360	$2,365,537
2	SRE	Sempra	11,948	$1,107,699
3	UTL	Unitil Corp This page	6,762	$356,289
4	AVA	Avista Corp	7,192	$294,224

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$356,289	6,762	-4.6%	Shares	Sole	2026-07-20
2026-03-31	$370,172	7,086	-5.3%	Shares	Sole	2026-04-29
2025-12-31	$362,379	7,481	+48.3%	Shares	Sole	2026-02-06
2025-09-30	$241,501	5,046	-6.2%	Shares	Sole	2025-10-30
2025-06-30	$280,671	5,382	—	Shares	Sole	2025-07-25
No filing history on record for this holder in this stock.