American National Bank & Trust’s Reaves Utility Income Fund UTG Stock Holding History

American National Bank & Trust’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 Q1	–	Sell	-850	Closed	-$31.1K	–	708
2025 Q4	$31.1K	Hold	850	–	–	﹤0.01%	409
2025 Q3	$33.7K	Buy	+850	New	+$32.1K	﹤0.01%	409
2023 Q4	–	Sell	-30	Closed	-$740	–	689
2023 Q3	$740	Buy	+30	New	+$806	﹤0.01%	539
2023 Q2	–	Sell	-1,620	Closed	-$46K	–	600
2023 Q1	$46K	Buy	+1,620	New	+$46.5K	0.01%	277

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

American National Bank & Trust's UTG Position: Q1 2026 in Review

American National Bank & Trust sold out of Reaves Utility Income Fund (UTG) in Q1 2026, closing a stake of 850 shares — an estimated $31.1K sold.

American National Bank & Trust first reported a position in UTG in Q1 2023 and held it in 4 quarters. The position peaked at $46K in Q1 2023. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

American National Bank & Trust reported no remaining Reaves Utility Income Fund position as of Q1 2026 after selling out during the quarter.
American National Bank & Trust sold 850 Reaves Utility Income Fund shares in Q1 2026, an estimated $31.1K.
American National Bank & Trust first reported a position in Reaves Utility Income Fund in Q1 2023 and held it in 4 quarters.
American National Bank & Trust's Reaves Utility Income Fund position peaked at $46K in Q1 2023.
240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on American National Bank & Trust's 13F filing for Q1 2026, filed 24 Apr 2026.