DC Investments Management’s Unitil UTL Stock Holding History

DC Investments Management’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 Q1	$1.72M	Hold	32,855	–	–	0.66%	33
2025 Q4	$1.59M	Hold	32,855	–	–	0.7%	32
2025 Q3	$1.57M	Hold	32,855	–	–	0.65%	36
2025 Q2	$1.71M	Hold	32,855	–	–	0.71%	37
2025 Q1	$1.9M	Buy	32,855 +28,304	+622%	+$1.56M	0.97%	37
2024 Q4	$247K	Buy	+4,551	New	+$264K	0.16%	83
2022 Q2	–	Sell	-20,829	Closed	-$1.04M	–	63
2022 Q1	$1.04M	Hold	20,829	–	–	1.8%	27
2021 Q4	$958K	Hold	20,829	–	–	1.36%	29
2021 Q3	$891K	Hold	20,829	–	–	1.66%	27
2021 Q2	$1.1M	Buy	20,829 +12,381	+147%	+$666K	2.6%	16
2021 Q1	$386K	Buy	+8,448	New	+$369K	0.96%	35

Other funds holding UTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DC Investments Management's UTL Position: Q1 2026 in Review

DC Investments Management held its Unitil (UTL) position steady in Q1 2026 at 32,855 shares worth $1.72M. The position accounts for 0.66% of the portfolio, ranked #33.

DC Investments Management first reported a position in UTL in Q1 2021 and has held it in 11 quarters since. The position peaked at $1.9M in Q1 2025. 238 funds tracked by Wall St. Rank hold UTL as of Q1 2026.

DC Investments Management held 32,855 shares of Unitil worth $1.72M as of Q1 2026.
DC Investments Management left its Unitil share count unchanged in Q1 2026.
Unitil made up 0.66% of DC Investments Management's portfolio in Q1 2026, its #33 holding.
DC Investments Management first reported a position in Unitil in Q1 2021 and has held it in 11 quarters since.
DC Investments Management's Unitil position peaked at $1.9M in Q1 2025.
238 funds tracked by Wall St. Rank held Unitil as of Q1 2026.

Based on DC Investments Management's 13F filing for Q1 2026, filed 14 May 2026.