MORGAN STANLEY

Position in UTL — Unitil Corp

CIK 895421 NEW YORK, NY

Back to UTL Full portfolio

Position in UTL

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$21,704,584

+$6,176,459 QoQ

Shares Held

411,930

+38.6% QoQ

Ownership

2.26%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#10

of 243 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Common Shares in UTL Over Time

Shares Held

Position Value (USD)

Position in Utilities - Diversified

Utilities · as of Jun 30, 2026

MORGAN STANLEY holds $2,865,386,964 across 6 Utilities - Diversified names. UTL ranks #6 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	25,024,468	$2,320,018,418
2	AES	Aes Corp	20,996,464	$307,808,156
3	BIPH	Brookfield Infrastructure Partners L.P.	5,702,233	$87,928,430
4	AQN	Algonquin Power & Utilities Corp.	11,360,898	$66,574,857
5	AVA	Avista Corp	1,499,695	$61,352,519
6	UTL	Unitil Corp This page	411,930	$21,704,584

All Filings in UTL

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,704,584	411,930	+38.6%	Shares	Defined	2026-08-13
2026-03-31	$15,528,125	297,246	+10.9%	Shares	Defined	2026-05-15
2025-12-31	$12,984,143	268,046	+44.3%	Shares	Defined	2026-05-27
2025-09-30	$8,891,426	185,780	-4.0%	Shares	Defined	2026-05-27
2025-06-30	$10,090,292	193,486	-4.7%	Shares	Defined	2025-08-15
2025-03-31	$11,710,776	202,995	-7.9%	Shares	Defined	2025-05-15
2024-12-31	$11,942,171	220,376	+0.5%	Shares	Defined	2025-05-15
2024-09-30	$13,284,220	219,284	+10.2%	Shares	Defined	2025-05-14
2024-06-30	$10,306,256	199,001	+6.1%	Shares	Defined	2025-05-14
2024-03-31	$9,819,127	187,567	-4.9%	Shares	Defined	2024-10-17
2023-12-31	$10,370,792	197,276	+7.9%	Shares	Defined	2024-08-16
2023-09-30	$7,811,697	182,901	-16.0%	Shares	Defined	2023-11-15
2023-06-30	$11,042,048	217,749	-7.8%	Shares	Defined	2023-08-14
2023-03-31	$13,473,984	236,220	+14.9%	Shares	Defined	2023-05-15
2022-12-31	$10,558,328	205,575	-7.1%	Shares	Defined	2023-02-14
2022-09-30	$10,280,403	221,322	+10.4%	Shares	Defined	2022-11-14
2022-06-30	$11,771,417	200,467	+90.7%	Shares	Defined	2022-10-27
2022-03-31	$5,244,179	105,136	+27.6%	Shares	Defined	2022-10-27
2021-12-31	$3,788,881	82,385	+9.1%	Shares	Defined	2022-02-14
2021-09-30	$3,230,357	75,511	+3.6%	Shares	Defined	2021-11-15
2021-06-30	$3,858,968	72,852	+296.3%	Shares	Defined	2021-08-23
2021-03-31	$840,009	18,385	-33.8%	Shares	Defined	2021-05-17
2020-12-31	$1,229,952	27,783	+38.6%	Shares	Defined	2021-02-16
2020-09-30	$774,305	20,039	-31.0%	Shares	Defined	2020-11-13
2020-06-30	$1,301,482	29,038	+1.3%	Shares	Defined	2020-08-14
2020-03-31	$1,500,012	28,670	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.