Aurora Investment Counsel UTL — Unitil Corporation

Ownership history in Aurora Investment Counsel  ·  9 quarters on record

AI Ownership Summary

Aurora Investment Counsel reported Unitil Corporation (UTL) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 1.36% in 2024 Q2. The latest visible filing shows UTL at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aurora Investment Counsel's position in Unitil Corporation, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UTL was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.36% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UTL stock page Aurora Investment Counsel fund profile Aurora Investment Counsel full holdings
How Aurora Investment Counsel held UTL — position size vs. price
% of Fund (quarterly)    UTL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 6,005 -295 -4.7% 0.17% $314K 2026-05-06 $48.82
2025 Q4 REDUCED — — — 6,300 -80 -1.3% 0.16% $305K 2026-02-13 $52.64
2025 Q3 REDUCED — — — 6,380 -46 -0.7% 0.16% $305K 2025-11-10 $46.26
2025 Q2 REDUCED — — — 6,426 -91 -1.4% 0.18% $335K 2025-07-30 $50.17
2025 Q1 REDUCED — — — 6,517 -103 -1.6% 0.21% $376K 2025-05-01 $56.37
2024 Q4 REDUCED 7.7% +7.3% ❌ 6,620 -554 -7.7% 0.20% $359K 2025-02-10 $51.94
2024 Q3 REDUCED 84.0% -10.4% ✅ 7,174 -37,575 -84.0% 0.24% $435K 2024-11-08 $56.27
2024 Q2 REDUCED — — — 44,749 -69 -0.2% 1.36% $2.3M 2024-08-22 $55.61
2024 Q1 INITIATED — — — 44,818 — — 1.34% $2.3M 2024-06-04 $49.51

🏢 Other funds also holding UTL

As of 2026 Q1 — sorted by position size

Wernau Asset Management Inc. 1.58% Aristotle Capital Boston, LLC 3Y 7Y 0.85% DC Investments Management, LLC 3Y 7Y 0.66% HEARTLAND ADVISORS INC 3Y 7Y 0.4% FRONTIER CAPITAL MANAGEMENT CO LLC 3Y 7Y 0.29% REAVES W H & CO INC 3Y 7Y 0.22% CSM Advisors, LLC 3Y 0.17% 1620 INVESTMENT ADVISORS, INC. 3Y 0.16% Signature Wealth Management Partners, LLC 3Y 0.15% Boston Trust Walden Corp 3Y 7Y 0.15%

FAQ About Aurora Investment Counsel and UTL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aurora Investment Counsel reported owning UTL?

Aurora Investment Counsel reported UTL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported UTL position in Aurora Investment Counsel's portfolio?

The largest reported portfolio weight for UTL was 1.36% in 2024 Q2.

What is the latest reported UTL position on this page?

The most recent filing on this page is 2026 Q1, when Aurora Investment Counsel reported 6,005 shares, equal to 0.17% of portfolio, with an estimated market value of $314K.

What does the chart on this UTL ownership page compare?

The chart compares Aurora Investment Counsel's quarterly UTL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aurora Investment Counsel time their UTL position?

Based on 13F filing dates vs. subsequent UTL price moves, Aurora Investment Counsel correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on UTL relative to SPY over the holding period was -17.4%.

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