Unitil Corporation
US ˙ NYSE ˙ US9132591077

SecurityUTL / Unitil Corporation
InstitutionCwm, Llc
Latest Disclosed Ownership1,732 shares
Latest Disclosed Value $ 90,487
Cwm, Llc reports 9.27% increase in ownership of UTL / Unitil Corporation

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 1,732 shares of Unitil Corporation (US:UTL) valued at $90,480 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 1,585 shares of Unitil Corporation. The current value of the position is $84,574 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F UNITIL COM 913259107 1,732 147 9.27 90 0.0002
2026-01-26 2025-12-31 13F UNITIL COM 913259107 1,585 799 101.65 0 0.0002
2025-10-15 2025-09-30 13F UNITIL COM 913259107 786 -96 -10.88 0 0.0001
2025-07-25 2025-06-30 13F UNITIL COM 913259107 882 277 45.79 0 0.0002
2025-05-01 2025-03-31 13F UNITIL COM 913259107 605 -132 -17.91 0 0.0001
2025-02-04 2024-12-31 13F UNITIL COM 913259107 737 186 33.76 0 0.0002
2024-10-08 2024-09-30 13F UNITIL COM 913259107 551 148 36.72 0 0.0001
2024-07-10 2024-06-30 13F UNITIL COM 913259107 403 386 2,270.59 0 0.0001
2024-04-05 2024-03-31 13F UNITIL COM 913259107 17 -79 -82.29 0 0.0000
2024-02-01 2023-12-31 13F UNITIL COM 913259107 96 -423 -81.50 0 0.0000
2023-10-11 2023-09-30 13F UNITIL COM 913259107 519 -5 -0.95 0 0.0001
2023-08-03 2023-06-30 13F UNITIL COM 913259107 524 504 2,520.00 0 0.0002
2023-05-01 2023-03-31 13F UNITIL COM 913259107 20 0 0.00 0 0.0000
2023-02-01 2022-12-31 13F UNITIL COM 913259107 20 -16 -44.44 0 -100.00 0.0000
2022-10-27 2022-09-30 13F UNITIL COM 913259107 36 36 2 0.0000
2022-07-28 2022-06-30 13F UNITIL COM 913259107 0 -41 -100.00 0 -100.00
2022-04-21 2022-03-31 13F UNITIL COM 913259107 41 -6 -12.77 2 0.00 0.0000
2022-01-31 2021-12-31 13F UNITIL COM 913259107 47 -39,655 -99.88 2 -99.90 0.0000
2021-09-15 2021-06-30 13F/A-1 UNITIL COM 913259107 39,702 0 0.00 2,103 0.00 0.0168
2021-07-29 2021-06-30 13F UNITIL COM 913259107 39,702 0 2,103 0.0168
2021-09-15 2021-03-31 13F/A-1 UNITIL COM 913259107 39,702 0 0.00 2,103 0.00 0.0168
2021-04-27 2021-03-31 13F UNITIL COM 913259107 36,884 -2,818 1,685 0.0148
2021-09-15 2020-12-31 13F/A-1 UNITIL COM 913259107 39,702 0 0.00 2,103 0.00 0.0168
2021-01-27 2020-12-31 13F UNITIL COM 913259107 27,203 -12,499 1,204 0.0113
2021-09-15 2020-09-30 13F/A-1 UNITIL COM 913259107 39,702 0 0.00 2,103 0.00 0.0168
2020-10-19 2020-09-30 13F UNITIL COM 913259107 19,140 -20,562 740 0.0082
2021-09-15 2020-06-30 13F/A-1 UNITIL COM 913259107 39,702 0 0.00 2,103 0.00 0.0168
2020-07-22 2020-06-30 13F UNITIL COM 913259107 19,009 -20,693 852 0.0101
2021-09-15 2020-03-31 13F/A-1 UNITIL COM 913259107 39,702 0 0.00 2,103 0.00 0.0168
2020-04-28 2020-03-31 13F UNITIL COM 913259107 15,630 -24,072 818 0.0122
2021-09-14 2019-12-31 13F/A-1 UNITIL COM 913259107 39,702 0 0.00 2,103 0.00 0.0168
2020-01-27 2019-12-31 13F UNITIL COM 913259107 12,555 -27,147 776 0.0099
2021-09-14 2019-09-30 13F/A-1 UNITIL COM 913259107 39,702 0 0.00 2,103 0.00 0.0168
2019-10-22 2019-09-30 13F UNITIL COM 913259107 393 -39,309 25 0.0004
2021-09-14 2019-06-30 13F/A-1 UNITIL COM 913259107 39,702 0 0.00 2,103 0.00 0.0168
2021-09-02 2019-03-31 13F/A-1 UNITIL COM 913259107 39,702 39,702 2,103 0.0168
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.