Position in UTL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,242,468
+$4,406,468 QoQ
Shares Held
232,349
+54.9% QoQ
Ownership
1.27%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#19
of 243 holders
Holding Since
Mar 2026
2 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, 2026HEARTLAND ADVISORS INC holds $20,253,263 across 2 Utilities - Diversified names. UTL ranks #1 (60.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTL |
Unitil Corp
This page
|
232,349 | $12,242,468 | |
| 2 | AQN |
Algonquin Power & Utilities Corp.
|
1,367,030 | $8,010,795 |
All Filings in UTL
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,242,468 | 232,349 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $7,836,000 | 150,000 | Shares | Defined | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||