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Atlas Brown’s Reaves Utility Income Fund UTG Stock Holding History

Atlas Brown’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 		$814K Sell
19,998
-463
-2% -$19.3K 0.22% 104
2026
Q1 		$804K Buy
20,461
+840
+4% +$32.8K 0.24% 99
2025
Q4 		$718K Buy
19,621
+22
+0.1% +$836 0.21% 108
2025
Q3 		$777K Buy
19,599
+20
+0.1% +$755 0.23% 96
2025
Q2 		$708K Sell
19,579
-1,221
-6% -$40.8K 0.23% 97
2025
Q1 		$677K Buy
20,800
+22
+0.1% +$723 0.24% 98
2024
Q4 		$658K Buy
20,778
+22
+0.1% +$723 0.23% 101
2024
Q3 		$681K Sell
20,756
-4,449
-18% -$131K 0.24% 101
2024
Q2 		$689K Buy
25,205
+8,432
+50% +$230K 0.25% 99
2024
Q1 		$452K Sell
16,773
-5,557
-25% -$147K 0.16% 125
2023
Q4 		$597K Sell
22,330
-157
-0.7% -$4.01K 0.25% 104
2023
Q3 		$554K Buy
22,487
+121
+0.5% +$3.25K 0.25% 101
2023
Q2 		$613K Buy
22,366
+115
+0.5% +$3.22K 0.27% 100
2023
Q1 		$631K Buy
22,251
+108
+0.5% +$3.1K 0.29% 100
2022
Q4 		$626K Buy
22,143
+106
+0.5% +$2.98K 0.31% 99
2022
Q3 		$600K Sell
22,037
-703
-3% -$22.2K 0.31% 101
2022
Q2 		$705K Sell
22,740
-122
-0.5% -$4.02K 0.33% 90
2022
Q1 		$790K Buy
22,862
+148
+0.7% +$4.91K 0.32% 91
2021
Q4 		$798K Buy
22,714
+457
+2% +$15.4K 0.31% 97
2021
Q3 		$729K Buy
22,257
+11,942
+116% +$420K 0.32% 96
2021
Q2 		$354K Buy
+10,315
New +$358K 0.15% 140

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

Atlas Brown's UTG Position: Q2 2026 in Review

Atlas Brown reduced its Reaves Utility Income Fund (UTG) stake by 2.3% in Q2 2026, selling an estimated $19.3K and leaving 19,998 shares worth $814K. The position accounts for 0.22% of the portfolio, ranked #104.

Atlas Brown first reported a position in UTG in Q2 2021 and has held it in 21 quarters since. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Atlas Brown held 19,998 shares of Reaves Utility Income Fund worth $814K as of Q2 2026.
  • Atlas Brown sold 463 Reaves Utility Income Fund shares in Q2 2026, an estimated $19.3K.
  • Reaves Utility Income Fund made up 0.22% of Atlas Brown's portfolio in Q2 2026, its #104 holding.
  • Atlas Brown first reported a position in Reaves Utility Income Fund in Q2 2021 and has held it in 21 quarters since.
  • 262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.