Position in UTL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,141,579
+$14,870 QoQ
Shares Held
21,666
+0.5% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#79
of 243 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026M&T Bank Corp holds $5,649,279 across 3 Utilities - Diversified names. UTL ranks #2 (20.2% of the industry book) .
All Filings in UTL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,141,579 | 21,666 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,126,709 | 21,568 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,041,700 | 21,505 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $940,351 | 19,648 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,030,327 | 19,757 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,121,666 | 19,443 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $1,857,144 | 34,271 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $2,070,804 | 34,183 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $1,769,041 | 34,158 | Shares | Defined | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||