UTLNYSEElectric & Other Services CombinedFiscal year ends December 31
UNITIL CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 3, 2026
$52.97−1.10 (-2.03%)
Close on Oct 19, 2026
- Market cap
- $948.38M
- P/E (TTM)
- 16.8
- Dividend yield
- 3.40%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
84.2%
15M of 18M shares
Institutional holders
243
37 new, 27 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 945,616 | 5.25% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 2,686,435 | 14.90% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UTL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,893,170 | 15.86% | $152.44M | +59,635 | 0.00% |
| Vanguard Capital Management LLC | 803,469 | 4.41% | $42.33M | −6,675 | 0.00% |
| State Street Corp | 782,195 | 4.29% | $41.21M | +47,268 | 0.00% |
| Frontier Capital Management Co LLC | 553,320 | 3.03% | $29.15M | +4,540 | 0.27% |
| Manufacturers Life Insurance Company, The | 509,855 | 2.80% | $26.86M | −1,178 | 0.02% |
| Vanguard Portfolio Management LLC | 506,993 | 2.78% | $26.71M | −789 | 0.00% |
| Wellington Management Group Llp | 491,474 | 2.69% | $25.90M | −110,629 | 0.00% |
| JPMorgan Chase & Co | 475,940 | 2.61% | $25.28M | −10,140 | 0.00% |
| Geode Capital Management, LLC | 467,117 | 2.56% | $24.62M | +34,459 | 0.00% |
| Morgan Stanley | 411,930 | 2.26% | $21.70M | +114,684 | 0.00% |
| Renaissance Technologies LLC | 407,540 | 2.23% | $21.47M | −82,501 | 0.03% |
| Two Sigma Investments, LP | 341,664 | 1.87% | $18.00M | +69,675 | 0.01% |
| Dimensional Fund Advisors LP | 341,216 | 1.87% | $17.98M | +711 | 0.00% |
| Boston Trust Walden Corp | 322,912 | 1.77% | $17.01M | −17,279 | 0.13% |
| Charles Schwab Investment Management Inc | 256,892 | 1.41% | $13.54M | +575 | 0.00% |
| Northern Trust Corp | 248,761 | 1.36% | $13.11M | +13,153 | 0.00% |
| Aristotle Capital Boston, LLC | 247,621 | 1.36% | $13.05M | −12,902 | 0.88% |
| Bragg Financial Advisors, Inc | 243,573 | 1.34% | $12.83M | New | 0.34% |
| Heartland Advisors Inc | 232,349 | 1.27% | $12.24M | +82,349 | 0.55% |
| Reaves W H & Co Inc | 206,918 | 1.13% | $10.90M | −41,357 | 0.17% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 243 | 15M | 84.2% | 37 / 97 | 70 / 27 | 2M | 1M |
| Q1 2026 | 238 | 15M | 80.6% | 40 / 87 | 65 / 15 | 3M | 1M |
| Q4 2025 | 217 | 15M | 81.1% | 25 / 90 | 69 / 23 | 1M | 2M |
| Q3 2025 | 217 | 15M | 83.1% | 25 / 94 | 65 / 27 | 3M | 1M |
| Q2 2025 | 220 | 13M | 72.8% | 28 / 94 | 58 / 30 | 1M | 0M |
| Q1 2025 | 224 | 13M | 69.9% | 32 / 56 | 90 / 11 | 1M | 1M |
| Q4 2024 | 206 | 13M | 70.2% | 20 / 74 | 63 / 25 | 1M | 1M |
| Q3 2024 | 213 | 13M | 73.3% | 26 / 61 | 75 / 10 | 4M | 0M |
| Q2 2024 | 200 | 13M | 71.0% | 24 / 73 | 63 / 8 | 0M | 1M |
| Q1 2024 | 187 | 13M | 72.8% | 19 / 62 | 65 / 13 | 1M | 0M |
| Q4 2023 | 182 | 13M | 72.7% | 24 / 67 | 60 / 11 | 2M | 0M |
| Q3 2023 | 170 | 12M | 66.0% | 12 / 50 | 78 / 20 | 0M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UTL | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,084,130 | 5.94% | $57.12M | 0.05% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 575,303 | 3.15% | $30.31M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 452,971 | 2.48% | $23.87M | 0.03% | Jun 30, 2026 |
| Small Cap Core Fund | 413,289 | 2.27% | $22.29M | 1.15% | Jul 31, 2026 |
| Heartland Value Fund | 232,349 | 1.27% | $12.24M | 1.05% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 208,564 | 1.14% | $10.99M | 0.01% | Jun 30, 2026 |
| Vanguard Explorer Value Fund | 202,163 | 1.11% | $10.11M | 0.81% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 197,577 | 1.08% | $10.66M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 166,563 | 0.91% | $8.78M | 0.06% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 164,884 | 0.90% | $8.69M | 0.05% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 154,437 | 0.85% | $8.14M | 0.10% | Jun 30, 2026 |
| JPMorgan Small Cap Blend Fund | 128,101 | 0.70% | $6.75M | 0.40% | Jun 30, 2026 |
| Vanguard Utilities Index Fund | 124,801 | 0.68% | $6.24M | 0.06% | May 31, 2026 |
| Boston Trust Walden Small Cap Fund | 123,116 | 0.68% | $6.49M | 0.61% | Jun 30, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 122,902 | 0.67% | $6.48M | 0.06% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Thomas P. Meissner Jr | Chairmain & CEO, Director | 2,743 | 0.02% | Jan 29, 2026 |
| Carleton B. Simpson | SVP, Gen. Counsel & Secretary | 0 | – | Jan 29, 2026 |
| Christopher J. LeBlanc | Vice President | 0 | – | Jan 29, 2026 |
| Daniel J. Hurstak | SVP, CFO & Treasurer | 0 | – | Jan 29, 2026 |
| Robert B. Hevert | Pres. & Chief Admin Officer | 0 | – | Jan 29, 2026 |
| Justin Eisfeller | CTO | 1,329 | 0.01% | Jan 29, 2026 |
| Todd R. Diggins | CAO & Controller | 0 | – | Jan 29, 2026 |
| Sandra L. Whitney | Corporate Secretary | 34 | 0.00% | Jan 29, 2025 |
| Justine Vogel | Director | 12,134 | 0.07% | Oct 3, 2025 |
| Neveen F. Awad | Director | 3,986 | 0.02% | Oct 3, 2025 |
| Winfield S. Brown | Director | 7,723 | 0.04% | Oct 3, 2025 |
| Mark H. Collin | Director | 58,837 | 0.32% | Oct 3, 2025 |
| Katherine Kountze | Director | 1,624 | 0.01% | Oct 3, 2025 |
| David A. Whiteley | Director | 11,033 | 0.06% | Oct 3, 2025 |
| Michael B. Green | Director | 5,530 | 0.03% | Oct 3, 2025 |
| Anne L. Alonzo | Director | 1,276 | 0.01% | Oct 3, 2025 |
| Suzanne Foster | Director | 12,134 | 0.07% | Oct 3, 2025 |
| Jane Lewis-Raymond | Director | 288 | 0.00% | Oct 3, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Thomas P. Meissner Jr Chairmain & CEO, Director | Jan 27, 2026 | Award | +8,090 | – | – | 0 |
| Thomas P. Meissner Jr Chairmain & CEO, Director | Jan 27, 2026 | Award | +310 | $50.00 | $15.50K | 145,995 |
| Thomas P. Meissner Jr Chairmain & CEO, Director | Jan 27, 2026 | Award | +8,090 | – | – | 0 |
| Carleton B. Simpson SVP, Gen. Counsel & Secretary | Jan 27, 2026 | Award | +1,590 | – | – | 0 |
| Carleton B. Simpson SVP, Gen. Counsel & Secretary | Jan 27, 2026 | Award | +1,590 | – | – | 5,100 |
| Daniel J. Hurstak SVP, CFO & Treasurer | Jan 27, 2026 | Award | +2,430 | – | – | 0 |
| Daniel J. Hurstak SVP, CFO & Treasurer | Jan 27, 2026 | Award | +40 | $50.00 | $2.00K | 20,089 |
| Daniel J. Hurstak SVP, CFO & Treasurer | Jan 27, 2026 | Award | +2,430 | – | – | 0 |
| Robert B. Hevert Pres. & Chief Admin Officer | Jan 27, 2026 | Award | +3,740 | – | – | 0 |
| Robert B. Hevert Pres. & Chief Admin Officer | Jan 27, 2026 | Award | +90 | $50.00 | $4.50K | 35,465 |
| Robert B. Hevert Pres. & Chief Admin Officer | Jan 27, 2026 | Award | +3,740 | – | – | 0 |
| Justin Eisfeller CTO | Jan 27, 2026 | Award | +1,080 | – | – | 0 |
| Justin Eisfeller CTO | Jan 27, 2026 | Award | +40 | $50.00 | $2.00K | 18,394 |
| Justin Eisfeller CTO | Jan 27, 2026 | Award | +1,080 | – | – | 0 |
| Christopher J. LeBlanc Vice President | Jan 27, 2026 | Award | +1,080 | – | – | 0 |
| Christopher J. LeBlanc Vice President | Jan 27, 2026 | Award | +40 | $50.00 | $2.00K | 22,372 |
| Christopher J. LeBlanc Vice President | Jan 27, 2026 | Award | +1,080 | – | – | 0 |
| Todd R. Diggins CAO & Controller | Jan 27, 2026 | Award | +1,080 | – | – | 0 |
| Todd R. Diggins CAO & Controller | Jan 27, 2026 | Award | +1,080 | – | – | 0 |
| Todd R. Diggins CAO & Controller | Jan 27, 2026 | Award | +10 | $50.00 | $500 | 8,263 |
| Suzanne Foster Director | Oct 1, 2025 | Award | +2,435 | $47.22 | $114.98K | 12,134 |
| Mark H. Collin Director | Oct 1, 2025 | Award | +2,435 | $47.22 | $114.98K | 58,837 |
| Winfield S. Brown Director | Oct 1, 2025 | Award | +2,435 | $47.22 | $114.98K | 7,723 |
| Justine Vogel Director | Oct 1, 2025 | Award | +2,435 | $47.22 | $114.98K | 12,134 |
| David A. Whiteley Director | Oct 1, 2025 | Award | +2,435 | $47.22 | $114.98K | 11,033 |
| Katherine Kountze Director | Oct 1, 2025 | Award | +1,624 | $47.22 | $76.69K | 1,624 |
| Justin Eisfeller VP, IT & CTO | Jan 28, 2025 | Award | +960 | – | – | 16,194 |
| Justin Eisfeller VP, IT & CTO | Jan 28, 2025 | Award | +960 | – | – | 0 |
| Robert B. Hevert Pres. & Chief Admin Officer | Jan 28, 2025 | Award | +3,310 | – | – | 0 |
| Robert B. Hevert Pres. & Chief Admin Officer | Jan 28, 2025 | Award | +3,310 | – | – | 26,951 |
| Sandra L. Whitney Corporate Secretary | Jan 28, 2025 | Award | +220 | – | – | 0 |
| Sandra L. Whitney Corporate Secretary | Jan 28, 2025 | Award | +220 | – | – | 4,170 |
| Thomas P. Meissner Jr Chairmain & CEO, Director | Jan 28, 2025 | Award | +7,140 | – | – | 0 |
| Thomas P. Meissner Jr Chairmain & CEO, Director | Jan 28, 2025 | Award | +7,140 | – | – | 129,505 |
| Christopher J. LeBlanc Vice President | Jan 28, 2025 | Award | +960 | – | – | 19,977 |
| Christopher J. LeBlanc Vice President | Jan 28, 2025 | Award | +960 | – | – | 0 |
| Daniel J. Hurstak SVP, CFO & Treasurer | Jan 28, 2025 | Award | +2,140 | – | – | 14,677 |
| Daniel J. Hurstak SVP, CFO & Treasurer | Jan 28, 2025 | Award | +2,140 | – | – | 0 |
| Todd R. Diggins CAO & Controller | Jan 28, 2025 | Award | +960 | – | – | 5,917 |
| Todd R. Diggins CAO & Controller | Jan 28, 2025 | Award | +960 | – | – | 0 |
| Jane Lewis-Raymond Director | Nov 5, 2024 | Award | +281 | $56.42 | $15.85K | 281 |
| Mark H. Collin Director | Oct 1, 2024 | Award | +1,582 | $60.02 | $94.95K | 56,402 |
| Justine Vogel Director | Oct 1, 2024 | Award | +1,582 | $60.02 | $94.95K | 9,699 |
| Suzanne Foster Director | Oct 1, 2024 | Award | +1,582 | $60.02 | $94.95K | 9,699 |
| Edward F. Godfrey Director | Oct 1, 2024 | Award | +1,582 | $60.02 | $94.95K | 13,289 |
| Neveen F. Awad Director | Oct 1, 2024 | Award | +1,582 | $60.02 | $94.95K | 3,779 |
| Winfield S. Brown Director | Oct 1, 2024 | Award | +1,582 | $60.02 | $94.95K | 5,288 |
| David A. Whiteley Director | Oct 1, 2024 | Award | +1,582 | $60.02 | $94.95K | 8,598 |
| Daniel J. Hurstak SVP, CFO & Treasurer | Jan 30, 2024 | Award | +2,090 | – | – | 9,983 |
| Daniel J. Hurstak SVP, CFO & Treasurer | Jan 30, 2024 | Award | +2,090 | – | – | 0 |
| Justin Eisfeller VP, IT & CTO | Jan 30, 2024 | Award | +1,000 | – | – | 14,274 |
| Justin Eisfeller VP, IT & CTO | Jan 30, 2024 | Award | +1,000 | – | – | 0 |
| Todd R. Diggins CAO & Controller | Jan 30, 2024 | Award | +1,000 | – | – | 3,956 |
| Todd R. Diggins CAO & Controller | Jan 30, 2024 | Award | +1,000 | – | – | 0 |
| Thomas P. Meissner Jr Chairmain & CEO, Director | Jan 30, 2024 | Award | +7,050 | – | – | 115,225 |
| Thomas P. Meissner Jr Chairmain & CEO, Director | Jan 30, 2024 | Award | +7,050 | – | – | 0 |
| Sandra L. Whitney Corporate Secretary | Jan 30, 2024 | Award | +230 | – | – | 0 |
| Sandra L. Whitney Corporate Secretary | Jan 30, 2024 | Award | +230 | – | – | 3,617 |
| Christopher J. LeBlanc Vice President | Jan 30, 2024 | Award | +1,000 | – | – | 0 |
| Christopher J. LeBlanc Vice President | Jan 30, 2024 | Award | +1,000 | – | – | 17,908 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.