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Bragg Financial Advisors’s Unitil UTL Stock Holding History

Bragg Financial Advisors’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
Q2 		$12.8M Buy
+243,573
New +$12.6M 0.34% 98

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Bragg Financial Advisors's UTL Position: Q2 2026 in Review

Bragg Financial Advisors opened a new position in Unitil (UTL) in Q2 2026: 243,573 shares worth $12.8M. The stake represents 0.34% of the portfolio and ranks #98 among its holdings.

154 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Bragg Financial Advisors held 243,573 shares of Unitil worth $12.8M as of Q2 2026.
  • Unitil was a new Bragg Financial Advisors position in Q2 2026.
  • Unitil made up 0.34% of Bragg Financial Advisors's portfolio in Q2 2026, its #98 holding.
  • 154 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.