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Atomi Financial Group’s Reaves Utility Income Fund UTG Stock Holding History

Atomi Financial Group’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 		$700K Sell
17,202
-259
-1% -$10.8K 0.02% 628
2026
Q1 		$686K Buy
17,461
+118
+0.7% +$4.61K 0.02% 577
2025
Q4 		$634K Buy
17,343
+822
+5% +$31.3K 0.02% 588
2025
Q3 		$655K Buy
+16,521
New +$623K 0.02% 534

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

Atomi Financial Group's UTG Position: Q2 2026 in Review

Atomi Financial Group reduced its Reaves Utility Income Fund (UTG) stake by 1.5% in Q2 2026, selling an estimated $10.8K and leaving 17,202 shares worth $700K. The position accounts for 0.02% of the portfolio, ranked #628.

Atomi Financial Group first reported a position in UTG in Q3 2025 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Atomi Financial Group held 17,202 shares of Reaves Utility Income Fund worth $700K as of Q2 2026.
  • Atomi Financial Group sold 259 Reaves Utility Income Fund shares in Q2 2026, an estimated $10.8K.
  • Reaves Utility Income Fund made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #628 holding.
  • Atomi Financial Group first reported a position in Reaves Utility Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 264 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.