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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
Q2 		$371K Buy
7,042
+2,647
+60% +$137K 0.01% 1082
2026
Q1 		$230K Buy
+4,395
New +$225K 0.01% 1304

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FCM
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Capital Management's UTL Position: Q2 2026 in Review

Evergreen Capital Management increased its Unitil (UTL) stake by 60% in Q2 2026, buying an estimated $137K and bringing the position to 7,042 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #1082.

Evergreen Capital Management first reported a position in UTL in Q1 2026 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Evergreen Capital Management held 7,042 shares of Unitil worth $371K as of Q2 2026.
  • Evergreen Capital Management bought 2,647 Unitil shares in Q2 2026, an estimated $137K.
  • Unitil made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1082 holding.
  • Evergreen Capital Management first reported a position in Unitil in Q1 2026 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.