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 Q2	$1.73M	Hold	32,855	–	–	0.59%	38
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DC Investments Management's UTL Position: Q2 2026 in Review

DC Investments Management held its Unitil (UTL) position steady in Q2 2026 at 32,855 shares worth $1.73M. The position accounts for 0.59% of the portfolio, ranked #38.

DC Investments Management first reported a position in UTL in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.9M in Q1 2025. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

DC Investments Management held 32,855 shares of Unitil worth $1.73M as of Q2 2026.
DC Investments Management left its Unitil share count unchanged in Q2 2026.
Unitil made up 0.59% of DC Investments Management's portfolio in Q2 2026, its #38 holding.
DC Investments Management first reported a position in Unitil in Q1 2021 and has held it in 12 quarters since.
DC Investments Management's Unitil position peaked at $1.9M in Q1 2025.
245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on DC Investments Management's 13F filing for Q2 2026, filed 14 Aug 2026.