Position in UTL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,608,998
-$2,113 QoQ
Shares Held
49,516
-0.9% QoQ
Ownership
0.272%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 243 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 88%
None 12%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $198,141,168 across 5 Utilities - Diversified names. UTL ranks #4 (1.3% 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 | $2,608,998 | 49,516 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,611,111 | 49,983 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,563,201 | 52,915 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,825,270 | 59,032 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,008,480 | 57,689 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,441,207 | 59,650 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,092,135 | 57,061 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,773,830 | 62,295 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,782,312 | 53,723 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,390,342 | 64,763 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,641,312 | 69,266 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,007,265 | 93,825 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,130,532 | 101,174 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,897,079 | 103,385 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $5,375,644 | 104,666 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,180,149 | 111,521 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,746,928 | 131,930 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,668,805 | 133,697 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,073,208 | 132,055 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,533,713 | 82,602 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,371,296 | 82,524 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $750,457 | 16,425 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $941,179 | 21,260 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,147,028 | 29,685 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,305,292 | 29,123 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,974,496 | 56,852 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||