Stifel Financial
UTL icon

Stifel Financial’s Unitil UTL Stock Holding History

Stifel 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
Q1 		$512K Sell
9,807
-28
-0.3% -$1.43K ﹤0.01% 2869
2025
Q4 		$476K Buy
9,835
+52
+0.5% +$2.53K ﹤0.01% 2892
2025
Q3 		$468K Buy
9,783
+93
+1% +$4.54K ﹤0.01% 2857
2025
Q2 		$505K Buy
+9,690
New +$537K ﹤0.01% 2768
2020
Q1 		– Sell
-18,340
Closed -$1.13M – 3089
2019
Q4 		$1.13M Sell
18,340
-14,740
-45% -$911K ﹤0.01% 1729
2019
Q3 		$2.1M Buy
33,080
+4,165
+14% +$250K 0.01% 1278
2019
Q2 		$1.73M Buy
+28,915
New +$1.64M ﹤0.01% 1449
2014
Q3 		– Sell
-9,780
Closed -$331K – 2326
2014
Q2 		$331K Sell
9,780
-343
-3% -$11.4K ﹤0.01% 1724
2014
Q1 		$332K Buy
+10,123
New +$314K ﹤0.01% 1659

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FCM
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VPM
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JP Morgan Chase
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Renaissance Technologies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return