A
UTG icon

Alongside’s Reaves Utility Income Fund UTG Stock Holding History

Alongside’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$224K Buy
+5,496
New +$230K 0.04% 165

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Alongside's UTG Position: Q2 2026 in Review

Alongside opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 5,496 shares worth $224K. The stake represents 0.04% of the portfolio and ranks #165 among its holdings.

262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Alongside held 5,496 shares of Reaves Utility Income Fund worth $224K as of Q2 2026.
  • Reaves Utility Income Fund was a new Alongside position in Q2 2026.
  • Reaves Utility Income Fund made up 0.04% of Alongside's portfolio in Q2 2026, its #165 holding.
  • 262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Alongside's 13F filing for Q2 2026, filed 14 Aug 2026.