Position in UTL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,321,156
+$1,244,616 QoQ
Shares Held
63,032
+58.6% QoQ
Ownership
0.346%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#39
of 243 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026MARTINGALE ASSET MANAGEMENT L P holds $9,558,212 across 2 Utilities - Diversified names. UTL ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVA |
Avista Corp
|
152,458 | $6,237,056 | |
| 2 | UTL |
Unitil Corp
This page
|
63,032 | $3,321,156 |
All Filings in UTL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,321,156 | 63,032 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,076,540 | 39,750 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,681,206 | 34,707 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,640,975 | 34,287 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,726,164 | 33,100 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,944,094 | 33,699 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,897,895 | 35,023 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,113,030 | 34,880 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,775,671 | 34,286 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,789,636 | 34,186 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,932,367 | 36,758 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,558,871 | 36,499 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,183,470 | 43,058 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,650,591 | 46,469 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,389,215 | 46,519 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,128,013 | 45,813 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,672,523 | 45,513 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,259,065 | 45,290 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,077,919 | 45,182 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,435,696 | 33,560 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $503,638 | 9,508 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $443,558 | 9,708 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $589,189 | 13,309 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,895,140 | 74,926 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,626,075 | 125,526 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $6,677,496 | 127,628 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||