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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
Q3 		$688K Buy
20,022
+24
+0.1% +$922 0.18% 122
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

GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Atlas Brown's UTG Position: Q3 2026 in Review

Atlas Brown increased its Reaves Utility Income Fund (UTG) stake by 0.12% in Q3 2026, buying an estimated $922 and bringing the position to 20,022 shares worth $688K. The position accounts for 0.18% of the portfolio, ranked #122.

Atlas Brown first reported a position in UTG in Q2 2021 and has held it in 22 quarters since. The position peaked at $814K in Q2 2026. 13 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

  • Atlas Brown held 20,022 shares of Reaves Utility Income Fund worth $688K as of Q3 2026.
  • Atlas Brown bought 24 Reaves Utility Income Fund shares in Q3 2026, an estimated $922.
  • Reaves Utility Income Fund made up 0.18% of Atlas Brown's portfolio in Q3 2026, its #122 holding.
  • Atlas Brown first reported a position in Reaves Utility Income Fund in Q2 2021 and has held it in 22 quarters since.
  • Atlas Brown's Reaves Utility Income Fund position peaked at $814K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.