SPL
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Superior Planning, LLC’s Unitil UTL Stock Holding History

Superior Planning, LLC’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$355 Buy
+7
New +$374 ﹤0.01% 1950

Other funds holding UTL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's UTL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Unitil (UTL) in Q3 2026: 7 shares worth $355. The stake represents ﹤0.01% of the portfolio and ranks #1950 among its holdings.

158 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • Superior Planning, LLC held 7 shares of Unitil worth $355 as of Q3 2026.
  • Unitil was a new Superior Planning, LLC position in Q3 2026.
  • Unitil made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1950 holding.
  • 158 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.