CI
UTL icon

CX Institutional’s Unitil UTL Stock Holding History

CX Institutional’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 		– Sell
-914
Closed -$48K – 1637
2026
Q1 		$48K Hold
914
– – ﹤0.01% 981
2025
Q4 		$44K Buy
+914
New +$44.5K ﹤0.01% 994

Other funds holding UTL

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CX Institutional's UTL Position: Q2 2026 in Review

CX Institutional sold out of Unitil (UTL) in Q2 2026, closing a stake of 914 shares — an estimated $48K sold.

CX Institutional first reported a position in UTL in Q4 2025 and held it in 2 quarters. The position peaked at $48K in Q1 2026. 31 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • CX Institutional reported no remaining Unitil position as of Q2 2026 after selling out during the quarter.
  • CX Institutional sold 914 Unitil shares in Q2 2026, an estimated $48K.
  • CX Institutional first reported a position in Unitil in Q4 2025 and held it in 2 quarters.
  • CX Institutional's Unitil position peaked at $48K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.