Position in UTL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$191,949
+$1,194 QoQ
Shares Held
3,643
-7.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#167
of 243 holders
Holding Since
Jun 2024
8 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, 2026BOKF, NA holds $689,262 across 3 Utilities - Diversified names. UTL ranks #2 (27.8% of the industry book) .
All Filings in UTL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191,949 | 3,643 | Shares | Defined | 2026-08-10 | |
| 2025-12-31 | $190,755 | 3,938 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $200,437 | 4,188 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $217,360 | 4,168 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $236,067 | 4,092 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $195,409 | 3,606 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $263,522 | 4,350 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $235,333 | 4,544 | Shares | Defined | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||