JONES FINANCIAL COMPANIES LLLP

Position in UTL — Unitil Corp

CIK 815917 DES PERES, MO

Position in UTL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$339,587

+$25,050 QoQ

Shares Held

6,445

+7.0% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#135

of 243 holders

Holding Since

Dec 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $37,736,254 across 6 Utilities - Diversified names. UTL ranks #4 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	384,480	$35,645,140
2	AES	Aes Corp	67,121	$983,993
3	AVA	Avista Corp	13,865	$567,217
4	UTL	Unitil Corp This page	6,445	$339,587
5	BIPH	Brookfield Infrastructure Partners L.P.	12,827	$197,792
6	AQN	Algonquin Power & Utilities Corp.	431	$2,525

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$339,587	6,445	+7.0%	Shares	Sole	2026-08-14
2026-03-31	$314,537	6,021	+927.5%	Shares	Sole	2026-05-15
2025-12-31	$28,385	586	+3.2%	Shares	Sole	2026-02-17
2025-09-30	$27,184	568	+100.0%	Shares	Sole	2025-11-04
2025-06-30	$14,810	284	+2.2%	Shares	Sole	2025-08-13
2025-03-31	$16,037	278	+0.7%	Shares	Sole	2025-05-28
2024-12-31	$14,956	276	+0.7%	Shares	Sole	2025-02-06
2024-09-30	$16,598	274	-38.4%	Shares	Sole	2024-11-12
2023-03-31	$25,382	445	-42.6%	Shares	Sole	2023-05-11
2020-12-31	$34,309	775	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.