Pathstone Holdings, LLC

Position in UTL — Unitil Corp

CIK 2011612 ENGLEWOOD, NJ

Position in UTL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$569,315

+$232,890 QoQ

Shares Held

10,805

+67.8% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#105

of 243 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 36% Shared 0% None 64%

Utilities · as of Jun 30, 2026

Pathstone Holdings, LLC holds $9,814,946 across 5 Utilities - Diversified names. UTL ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	63,236	$5,862,608
2	AVA	Avista Corp	62,501	$2,556,915
3	AES	Aes Corp	45,389	$665,401
4	UTL	Unitil Corp This page	10,805	$569,315
5	BIPH	Brookfield Infrastructure Partners L.P.	10,422	$160,707

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$569,315	10,805	+67.8%	Shares	Defined	2026-08-13
2026-03-31	$336,425	6,440	-37.5%	Shares	Sole	2026-05-11
2025-09-30	$492,957	10,300	-42.4%	Shares	Sole	2025-11-13
2025-06-30	$933,119	17,893	-10.0%	Shares	Defined	2025-08-12
2025-03-31	$1,146,357	19,871	+25.9%	Shares	Sole	2025-05-15
2024-12-31	$855,442	15,786	+20.9%	Shares	Sole	2025-02-14
2024-09-30	$790,749	13,053	+34.1%	Shares	Sole	2024-11-07
2024-06-30	$504,226	9,736	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.