UTL — UNITIL CORP

Ownership history in Pathstone Holdings, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Pathstone Holdings, LLC 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 10,300 -7,593 -42.4% 0.00% $493K $46.97
2025 Q2 REDUCED 17,893 -1,978 -10.0% 0.00% $933K $50.73
2025 Q1 ADDED 19,871 +4,085 +25.9% 0.00% $1.1M $55.63
2024 Q4 ADDED 15,786 +2,733 +20.9% 0.00% $855K $51.84
2024 Q3 ADDED 13,053 +3,317 +34.1% 0.00% $791K $57.54
2024 Q2 INITIATED 9,736 — — 0.00% $504K —
% 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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