Position in UTL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,284,584
+$18,519 QoQ
Shares Held
43,359
-0.0% QoQ
Ownership
0.238%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 243 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Legal & General Group Plc holds $617,556,123 across 5 Utilities - Diversified names. UTL ranks #5 (0.4% of the industry book) .
All Filings in UTL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,284,584 | 43,359 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,266,065 | 43,378 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,263,987 | 46,738 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $2,336,859 | 48,827 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,512,534 | 48,179 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,772,753 | 48,063 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,706,139 | 49,938 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,007,977 | 49,653 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $2,576,654 | 49,752 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $2,642,051 | 50,469 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $2,367,489 | 45,035 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $1,945,781 | 45,558 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,373,176 | 46,799 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,265,400 | 39,716 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,052,037 | 39,954 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,815,079 | 39,076 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,276,280 | 38,765 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $1,925,018 | 38,593 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,793,425 | 38,996 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,575,287 | 36,823 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,723,377 | 32,535 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $160,096 | 3,504 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $145,293 | 3,282 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $126,815 | 3,282 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $174,439 | 3,892 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $203,628 | 3,892 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||