EVERGREEN CAPITAL MANAGEMENT LLC

Position in UTL — Unitil Corp

CIK 1260824 Bellevue, WA

Position in UTL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$371,042

+$141,448 QoQ

Shares Held

7,042

+60.2% QoQ

Ownership

0.039%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#130

of 243 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Utilities · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $2,569,416 across 5 Utilities - Diversified names. UTL ranks #4 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp	56,967	$835,135
2	AVA	Avista Corp	19,602	$801,917
3	SRE	Sempra	5,151	$477,548
4	UTL	Unitil Corp This page	7,042	$371,042
5	AQN	Algonquin Power & Utilities Corp.	14,296	$83,774

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$371,042	7,042	+60.2%	Shares	Other	2026-07-23
2026-03-31	$229,594	4,395	—	Shares	Other	2026-05-14
No filing history on record for this holder in this stock.