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Wealth Enhancement Trust Services’s Unitil UTL Stock Holding History

Wealth Enhancement Trust 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 		$580 Buy
+11
New +$571 ﹤0.01% 1222

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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
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 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

Wealth Enhancement Trust Services's UTL Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in Unitil (UTL) in Q2 2026: 11 shares worth $580. The stake represents ﹤0.01% of the portfolio and ranks #1222 among its holdings.

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

  • Wealth Enhancement Trust Services held 11 shares of Unitil worth $580 as of Q2 2026.
  • Unitil was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Unitil made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1222 holding.
  • 155 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.