BONH
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Bank of New Hampshire’s Reaves Utility Income Fund UTG Stock Holding History

Bank of New Hampshire’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
Q1 		$61.3K Hold
1,560
– – 0.01% 302
2025
Q4 		$57.1K Hold
1,560
– – 0.01% 281
2025
Q3 		$61.8K Hold
1,560
– – 0.01% 273
2025
Q2 		$56.4K Hold
1,560
– – 0.01% 290
2025
Q1 		$50.8K Hold
1,560
– – 0.01% 293
2024
Q4 		$49.4K Hold
1,560
– – 0.01% 290
2024
Q3 		$51.2K Hold
1,560
– – 0.01% 296
2024
Q2 		$42.6K Hold
1,560
– – 0.01% 321
2024
Q1 		$42.1K Hold
1,560
– – 0.01% 319
2023
Q4 		$41.7K Hold
1,560
– – 0.01% 323
2023
Q3 		$38.5K Hold
1,560
– – 0.01% 326
2023
Q2 		$42.8K Hold
1,560
– – 0.01% 319
2023
Q1 		$44.3K Hold
1,560
– – 0.01% 311
2022
Q4 		$44K Hold
1,560
– – 0.01% 320
2022
Q3 		$42K Hold
1,560
– – 0.01% 318
2022
Q2 		$48K Hold
1,560
– – 0.01% 314
2022
Q1 		$54K Buy
+1,560
New +$51.8K 0.01% 318

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return