Position in UTL
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$875,813
+$276,151 QoQ
Shares Held
16,622
+44.8% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 243 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $15,564,968 across 5 Utilities - Diversified names. UTL ranks #4 (5.6% of the industry book) .
All Filings in UTL
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,813 | 16,622 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $599,662 | 11,479 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $333,848 | 6,892 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $301,900 | 6,308 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||