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Anchor Investment Management’s Reaves Utility Income Fund UTG Stock Holding History

Anchor Investment Management’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 		$70.2K Buy
1,724
+25
+1% +$1.04K 0.01% 561
2026
Q1 		$66.7K Buy
1,699
+25
+1% +$977 0.01% 550
2025
Q4 		$61.2K Sell
1,674
-55
-3% -$2.09K 0.01% 569
2025
Q3 		$68.5K Buy
1,729
+107
+7% +$4.04K 0.01% 545
2025
Q2 		$58.7K Buy
1,622
+27
+2% +$902 0.01% 559
2025
Q1 		$51.9K Buy
1,595
+27
+2% +$888 ﹤0.01% 564
2024
Q4 		$49.7K Buy
1,568
+27
+2% +$888 ﹤0.01% 573
2024
Q3 		$50.6K Buy
+1,541
New +$45.4K ﹤0.01% 570

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

Anchor Investment Management's UTG Position: Q2 2026 in Review

Anchor Investment Management increased its Reaves Utility Income Fund (UTG) stake by 1.5% in Q2 2026, buying an estimated $1.04K and bringing the position to 1,724 shares worth $70.2K. The position accounts for 0.01% of the portfolio, ranked #561.

Anchor Investment Management first reported a position in UTG in Q3 2024 and has held it in 8 quarters since. 264 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Anchor Investment Management held 1,724 shares of Reaves Utility Income Fund worth $70.2K as of Q2 2026.
  • Anchor Investment Management bought 25 Reaves Utility Income Fund shares in Q2 2026, an estimated $1.04K.
  • Reaves Utility Income Fund made up 0.01% of Anchor Investment Management's portfolio in Q2 2026, its #561 holding.
  • Anchor Investment Management first reported a position in Reaves Utility Income Fund in Q3 2024 and has held it in 8 quarters since.
  • 264 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.