AB
UTG icon

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

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
PWM
Purus Wealth Management Newport Beach, California $363M AUM 39.16% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return