Mackenzie Financial
UTL icon

Mackenzie Financial’s Unitil UTL Stock Holding History

Mackenzie Financial’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 		– Sell
-4,510
Closed -$236K – 1689
2026
Q1 		$236K Buy
+4,510
New +$231K ﹤0.01% 1344
2025
Q4 		– Sell
-4,427
Closed -$212K – 1823
2025
Q3 		$212K Buy
+4,427
New +$216K ﹤0.01% 1542
2025
Q2 		– Sell
-3,680
Closed -$212K – 1801
2025
Q1 		$212K Buy
+3,680
New +$202K ﹤0.01% 1498
2019
Q3 		– Sell
-4,502
Closed -$270K – 1102
2019
Q2 		$270K Sell
4,502
-60,853
-93% -$3.46M ﹤0.01% 980
2019
Q1 		$3.54M Buy
+65,355
New +$3.41M 0.01% 633

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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)
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

Mackenzie Financial's UTL Position: Q2 2026 in Review

Mackenzie Financial sold out of Unitil (UTL) in Q2 2026, closing a stake of 4,510 shares — an estimated $236K sold.

Mackenzie Financial first reported a position in UTL in Q1 2019 and held it in 5 quarters. The position peaked at $3.54M in Q1 2019. 243 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Mackenzie Financial reported no remaining Unitil position as of Q2 2026 after selling out during the quarter.
  • Mackenzie Financial sold 4,510 Unitil shares in Q2 2026, an estimated $236K.
  • Mackenzie Financial first reported a position in Unitil in Q1 2019 and held it in 5 quarters.
  • Mackenzie Financial's Unitil position peaked at $3.54M in Q1 2019.
  • 243 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.