Position in UTL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$512,317
+$35,910 QoQ
Shares Held
9,807
-0.3% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $49,756,346 across 6 Utilities - Diversified names. UTL ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
364,811 | $35,448,683 | |
| 2 | AES |
Aes Corp
|
703,066 | $9,906,199 | |
| 3 | AVA |
Avista Corp
|
78,043 | $3,132,644 | |
| 4 | AQN |
Algonquin Power & Utilities Corp.
|
83,455 | $512,413 | |
| 5 | UTL |
Unitil Corp
This page
|
9,807 | $512,317 | |
| 6 | BIPH |
Brookfield Infrastructure Partners L.P.
|
16,165 | $244,090 |
All Filings in UTL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $512,317 | 9,807 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $476,407 | 9,835 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $468,213 | 9,783 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $505,332 | 9,690 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||