Position in UTL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,465,069
-$2,321,811 QoQ
Shares Held
160,658
-22.2% QoQ
Ownership
0.881%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#24
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, 2026GOLDMAN SACHS GROUP INC holds $860,604,235 across 6 Utilities - Diversified names. UTL ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
5,596,341 | $518,836,771 | |
| 2 | AES |
Aes Corp
|
14,647,897 | $214,738,167 | |
| 3 | AQN |
Algonquin Power & Utilities Corp.
|
9,116,818 | $53,424,552 | |
| 4 | BIPH |
Brookfield Infrastructure Partners L.P.
|
2,160,825 | $33,319,920 | |
| 5 | AVA |
Avista Corp
|
777,799 | $31,819,756 | |
| 6 | UTL |
Unitil Corp
This page
|
160,658 | $8,465,069 |
All Filings in UTL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,465,069 | 160,658 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,786,880 | 206,487 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,119,904 | 146,984 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $3,542,836 | 74,025 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,959,772 | 56,755 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,637,700 | 63,056 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $4,603,710 | 84,955 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $5,267,368 | 86,949 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,370,751 | 65,085 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,682,046 | 51,233 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,645,269 | 50,319 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $2,568,065 | 60,128 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $4,308,625 | 84,966 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $3,978,424 | 69,748 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $1,809,874 | 35,239 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $1,302,689 | 28,045 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $1,305,814 | 22,238 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $1,463,378 | 29,338 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,397,544 | 30,388 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $2,034,402 | 47,555 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $1,489,092 | 28,112 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $836,401 | 18,306 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $812,620 | 18,356 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $487,752 | 12,623 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,232,146 | 27,491 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $6,074,403 | 116,101 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||