Wealth Enhancement Advisory Services
UTL icon

Wealth Enhancement Advisory Services’s Unitil UTL Stock Holding History

Wealth Enhancement Advisory 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
Q3 		$658K Buy
12,553
+3,798
+43% +$203K ﹤0.01% 2557
2026
Q2 		$465K Buy
+8,755
New +$454K ﹤0.01% 2753

Other funds holding UTL

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Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Wernau Asset Management
Wernau Asset Management Gloucester, Massachusetts $217M AUM 20.13% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
New Hampshire Trust
New Hampshire Trust Concord, New Hampshire $532M AUM 17.57% 1-Year Est. Return
Ellsworth Advisors
Ellsworth Advisors Hudson, Ohio $620M AUM 38.17% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's UTL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Unitil (UTL) stake by 43% in Q3 2026, buying an estimated $203K and bringing the position to 12,553 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #2557.

Wealth Enhancement Advisory Services first reported a position in UTL in Q2 2026 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 12,553 shares of Unitil worth $658K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,798 Unitil shares in Q3 2026, an estimated $203K.
  • Unitil made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2557 holding.
  • Wealth Enhancement Advisory Services first reported a position in Unitil in Q2 2026 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.