Position in UTL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,004,218
-$112,098 QoQ
Shares Held
19,059
-10.8% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 243 holders
Holding Since
Mar 2022
16 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, 2026HSBC HOLDINGS PLC holds $268,320,883 across 3 Utilities - Diversified names. UTL ranks #3 (0.4% of the industry book) .
All Filings in UTL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,004,218 | 19,059 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,116,316 | 21,369 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $664,354 | 13,715 | Shares | Defined | 2026-03-06 | |
| 2025-09-30 | $613,613 | 12,821 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $657,507 | 12,608 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $339,909 | 5,892 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $434,928 | 8,026 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $498,755 | 8,233 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $527,895 | 10,193 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $557,265 | 10,645 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $457,148 | 8,696 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $355,817 | 8,331 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $538,743 | 10,624 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $518,550 | 9,091 | Shares | Defined | 2023-05-15 | |
| 2022-06-30 | $248,620 | 4,234 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $232,291 | 4,657 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||