REAVES W H & CO INC UTL — UNITIL CORP

Ownership history in REAVES W H & CO INC  ·  4 quarters on record

AI Ownership Summary

REAVES W H & CO INC reported UNITIL CORP (UTL) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.23% in 2025 Q3. 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 REAVES W H & CO INC'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
2026 Q2

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

High-water mark
Peak Conviction
0.23% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 REAVES W H & CO INC fund profile REAVES W H & CO INC full holdings
How REAVES W H & CO INC 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 206,918 -41,357 -16.7% 0.17% $10.9M 2026-07-30 $54.03
2026 Q1 REDUCED 9.7% +2.6% ❌ 248,275 -26,725 -9.7% 0.22% $13.0M 2026-05-07 $50.06
2025 Q4 UNCHANGED — — — 275,000 — 0% 0.23% $13.3M 2026-02-10 $49.62
2025 Q3 INITIATED — — — 275,000 — — 0.23% $13.2M 2025-11-06 $45.85

🏢 Other funds also holding UTL

As of 2026 Q2 — sorted by position size

Wernau Asset Management Inc. 1.22% Aristotle Capital Boston, LLC 3Y 7Y 0.88% DC Investments Management, LLC 3Y 7Y 0.59% HEARTLAND ADVISORS INC 3Y 7Y 0.55% Bragg Financial Advisors, Inc 3Y 7Y 0.34% FRONTIER CAPITAL MANAGEMENT CO LLC 3Y 7Y 0.27% New Hampshire Trust 3Y 0.24% CSM Advisors, LLC 3Y 0.18% Aurora Investment Counsel 3Y 7Y 0.15% Signature Wealth Management Partners, LLC 3Y 0.14%

FAQ About REAVES W H & CO INC and UTL

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

How long has REAVES W H & CO INC reported owning UTL?

REAVES W H & CO INC reported UTL across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported UTL position in REAVES W H & CO INC's portfolio?

The largest reported portfolio weight for UTL was 0.23% in 2025 Q3.

What is the latest reported UTL position on this page?

The most recent filing on this page is 2026 Q2, when REAVES W H & CO INC reported 206,918 shares, equal to 0.17% of portfolio, with an estimated market value of $10.9M.

What does the chart on this UTL ownership page compare?

The chart compares REAVES W H & CO INC'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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