CWM, LLC

Position in UTL — Unitil Corp

CIK 1535847 OMAHA, NE

Position in UTL

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$90,479

+$13,702 QoQ

Shares Held

1,732

+9.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Utilities · as of Mar 31, 2026

CWM, LLC holds $5,066,780 across 6 Utilities - Diversified names. UTL ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	34,918	$3,392,982
2	AVA	Avista Corp	18,922	$759,529
3	AES	Aes Corp	43,336	$610,604
4	BIPH	Brookfield Infrastructure Partners L.P.	13,153	$198,610
5	UTL	Unitil Corp This page	1,732	$90,479
6	AQN	Algonquin Power & Utilities Corp.	2,374	$14,576

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$90,479	1,732	+9.3%	Shares	Sole	2026-05-14
2025-12-31	$76,777	1,585	+101.7%	Shares	Sole	2026-01-26
2025-09-30	$37,617	786	-10.9%	Shares	Sole	2025-10-15
2025-06-30	$45,996	882	+45.8%	Shares	Sole	2025-07-25
2025-03-31	$34,902	605	-17.9%	Shares	Sole	2025-05-01
2024-12-31	$39,938	737	+33.8%	Shares	Sole	2025-02-04
2024-09-30	$33,379	551	+36.7%	Shares	Sole	2024-10-08
2024-06-30	$20,871	403	+2270.6%	Shares	Sole	2024-07-10
2024-03-31	$1	17	-82.3%	Shares	Sole	2024-04-05
2023-12-31	$5,046	96	-81.5%	Shares	Sole	2024-02-01
2023-09-30	$22,166	519	-1.0%	Shares	Sole	2023-10-11
2023-06-30	$26,572	524	+2520.0%	Shares	Sole	2023-08-03
2023-03-31	$1	20	0.0%	Shares	Sole	2023-05-01
2022-12-31	$1,027	20	-44.4%	Shares	Sole	2023-02-01
2022-09-30	$1,672	36	-12.2%	Shares	Sole	2022-10-27
2022-03-31	$2,045	41	-12.8%	Shares	Sole	2022-04-21
2021-12-31	$2,161	47	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.