Position in UTL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$548,081
+$8,965 QoQ
Shares Held
10,402
+0.8% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#108
of 243 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $16,163,911 across 6 Utilities - Diversified names. UTL ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
124,963 | $11,585,319 | |
| 2 | AQN |
Algonquin Power & Utilities Corp.
|
248,765 | $1,457,762 | |
| 3 | AES |
Aes Corp
|
87,576 | $1,283,864 | |
| 4 | BIPH |
Brookfield Infrastructure Partners L.P.
|
47,878 | $738,278 | |
| 5 | AVA |
Avista Corp
|
13,459 | $550,607 | |
| 6 | UTL |
Unitil Corp
This page
|
10,402 | $548,081 |
All Filings in UTL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,081 | 10,402 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $539,116 | 10,320 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $509,540 | 10,519 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $493,149 | 10,304 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $650,310 | 12,470 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $717,432 | 12,436 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $617,278 | 11,391 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $713,632 | 11,780 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $609,153 | 11,762 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $632,806 | 12,088 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $604,922 | 11,507 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $493,770 | 11,561 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $542,343 | 10,695 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $571,255 | 10,015 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $513,959 | 10,007 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $464,407 | 9,998 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $539,695 | 9,191 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $459,195 | 9,206 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $353,065 | 7,677 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $328,678 | 7,683 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $409,511 | 7,731 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $341,989 | 7,485 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $331,228 | 7,482 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $289,336 | 7,488 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $331,399 | 7,394 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $407,729 | 7,793 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||