Franklin Resources
UTL icon

Franklin Resources’s Unitil UTL Stock Holding History

Franklin Resources’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
2025
Q4 		– Sell
-44,164
Closed -$2.11M – 3275
2025
Q3 		$2.11M Sell
44,164
-6,806
-13% -$332K ﹤0.01% 1753
2025
Q2 		$2.66M Sell
50,970
-3,721
-7% -$206K ﹤0.01% 1607
2025
Q1 		$3.16M Sell
54,691
-28,710
-34% -$1.58M ﹤0.01% 1528
2024
Q4 		$4.52M Sell
83,401
-4,567
-5% -$265K ﹤0.01% 1392
2024
Q3 		$5.17M Buy
87,968
+3,795
+5% +$221K ﹤0.01% 1332
2024
Q2 		$4.36M Sell
84,173
-4,090
-5% -$210K ﹤0.01% 1365
2024
Q1 		$4.62M Buy
88,263
+79,704
+931% +$4.01M ﹤0.01% 1364
2023
Q4 		$450K Buy
8,559
+40
+0.5% +$1.94K ﹤0.01% 2001
2023
Q3 		$364K Buy
8,519
+80
+0.9% +$3.92K ﹤0.01% 2064
2023
Q2 		$428K Buy
+8,439
New +$468K ﹤0.01% 2035
2018
Q4 		– Sell
-22,516
Closed -$1.15M – 1527
2018
Q3 		$1.15M Buy
+22,516
New +$1.15M ﹤0.01% 1266
2018
Q2 		– Sell
-35,162
Closed -$1.63M – 1539
2018
Q1 		$1.63M Buy
+35,162
New +$1.54M ﹤0.01% 1237

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Franklin Resources's UTL Position: Q4 2025 in Review

Franklin Resources sold out of Unitil (UTL) in Q4 2025, closing a stake of 44,164 shares — an estimated $2.11M sold.

Franklin Resources first reported a position in UTL in Q1 2018 and held it in 12 quarters. The position peaked at $5.17M in Q3 2024. 217 funds tracked by Wall St. Rank hold UTL as of Q4 2025.

  • Franklin Resources reported no remaining Unitil position as of Q4 2025 after selling out during the quarter.
  • Franklin Resources sold 44,164 Unitil shares in Q4 2025, an estimated $2.11M.
  • Franklin Resources first reported a position in Unitil in Q1 2018 and held it in 12 quarters.
  • Franklin Resources's Unitil position peaked at $5.17M in Q3 2024.
  • 217 funds tracked by Wall St. Rank held Unitil as of Q4 2025.

Based on Franklin Resources's 13F filing for Q4 2025, filed 11 Feb 2026.