UTL — UNITIL CORP

Ownership history in MACKENZIE FINANCIAL CORP  ·  4 quarters on record

This page tracks every 13F SEC filing in which MACKENZIE FINANCIAL CORP reported a position in UNITIL CORP (UTL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2019 Q1)
Avg. % of fund
0.0%
First filed
2019 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,427 +747 +20.3% 0.00% $212K $46.97
2025 Q1 REDUCED 3,680 -822 -18.3% 0.00% $212K $55.63
2019 Q2 REDUCED 4,502 -60,853 -93.1% 0.00% $270K $48.30
2019 Q1 INITIATED 65,355 — — 0.01% $3.5M —
% of Fund (quarterly)    UTL price (monthly, adj. close)

Other funds also holding UTL

As of 2025 Q4 — sorted by position size

Aristotle Capital Boston, LLC 3Y 7Y 0.73% DC Investments Management, LLC 3Y 7Y 0.7% HITE Hedge Asset Management LLC 3Y 7Y 0.56% FRONTIER CAPITAL MANAGEMENT CO LLC 3Y 7Y 0.29% REAVES W H & CO INC 3Y 7Y 0.23% Aventail Capital Group, LP 3Y 0.18% CSM Advisors, LLC 3Y 0.18% Aurora Investment Counsel 3Y 7Y 0.16% 1620 INVESTMENT ADVISORS, INC. 3Y 0.15% Signature Wealth Management Partners, LLC 3Y 0.14%
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