HFS
UTL icon

Hughes Financial Services’s Unitil UTL Stock Holding History

Hughes Financial Services’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 		$53 Sell
1
-2
-67% -$104 ﹤0.01% 1584
2026
Q1 		$157 Buy
+3
New +$154 ﹤0.01% 1161

Other funds holding UTL

WCM
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ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Hughes Financial Services's UTL Position: Q2 2026 in Review

Hughes Financial Services reduced its Unitil (UTL) stake by 67% in Q2 2026, selling an estimated $104 and leaving 1 share worth $53. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Hughes Financial Services first reported a position in UTL in Q1 2026 and has held it in 2 quarters since. The position peaked at $157 in Q1 2026. 34 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Hughes Financial Services held 1 share of Unitil worth $53 as of Q2 2026.
  • Hughes Financial Services sold 2 Unitil shares in Q2 2026, an estimated $104.
  • Unitil made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1584 holding.
  • Hughes Financial Services first reported a position in Unitil in Q1 2026 and has held it in 2 quarters since.
  • Hughes Financial Services's Unitil position peaked at $157 in Q1 2026.
  • 34 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.