UTL β€” UNITIL CORP

Ownership history in CSM Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

CSM Advisors, LLC reported UNITIL CORP (UTL) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.19% in 2025 Q2. The latest visible filing shows UTL at 0.18% 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 CSM Advisors, LLC's position in UNITIL CORP, 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
2025 Q4

UTL was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2025 Q4

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.

How CSM Advisors, LLC held UTL β€” position size vs. price
% of Fund (quarterly)    UTL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 134,245 -7,080 -5.0% 0.18% $6.5M 2026-02-14 (Est.) $53.14
2025 Q3 ADDED 141,325 +13,895 +10.9% 0.19% $6.8M 2025-11-14 $47.55
2025 Q2 INITIATED 127,430 β€” β€” 0.19% $6.6M 2025-08-07 $47.82

FAQ About CSM Advisors, LLC and UTL

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

How long has CSM Advisors, LLC reported owning UTL?

CSM Advisors, LLC reported UTL across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported UTL position in CSM Advisors, LLC's portfolio?

The largest reported portfolio weight for UTL was 0.19% in 2025 Q2.

What is the latest reported UTL position on this page?

The most recent filing on this page is 2025 Q4, when CSM Advisors, LLC reported 134,245 shares, equal to 0.18% of portfolio, with an estimated market value of $6.5M.

What does the chart on this UTL ownership page compare?

The chart compares CSM Advisors, LLC'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.

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