Evergreen Capital Management
UTL icon

Evergreen Capital Management’s Unitil UTL Stock Holding History

Evergreen Capital 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
Q3 		$344K Sell
6,770
-272
-4% -$14.5K 0.01% 1079
2026
Q2 		$371K Buy
7,042
+2,647
+60% +$137K 0.01% 1082
2026
Q1 		$230K Buy
+4,395
New +$225K 0.01% 1304

Other funds holding UTL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
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

Evergreen Capital Management's UTL Position: Q3 2026 in Review

Evergreen Capital Management reduced its Unitil (UTL) stake by 3.9% in Q3 2026, selling an estimated $14.5K and leaving 6,770 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #1079.

Evergreen Capital Management first reported a position in UTL in Q1 2026 and has held it in 3 quarters since. The position peaked at $371K in Q2 2026. 90 funds tracked by Wall St. Rank hold UTL as of Q3 2026.

  • Evergreen Capital Management held 6,770 shares of Unitil worth $344K as of Q3 2026.
  • Evergreen Capital Management sold 272 Unitil shares in Q3 2026, an estimated $14.5K.
  • Unitil made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #1079 holding.
  • Evergreen Capital Management first reported a position in Unitil in Q1 2026 and has held it in 3 quarters since.
  • Evergreen Capital Management's Unitil position peaked at $371K in Q2 2026.
  • 90 funds tracked by Wall St. Rank held Unitil as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.