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Beacon Pointe Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Beacon Pointe Advisors’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 		$532K Buy
13,540
+88
+0.7% +$3.44K ﹤0.01% 1266
2025
Q4 		$492K Sell
13,452
-1,934
-13% -$73.5K ﹤0.01% 1082
2025
Q3 		$610K Buy
+15,386
New +$581K 0.01% 944

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $57.3B 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 $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Beacon Pointe Advisors's UTG Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Reaves Utility Income Fund (UTG) stake by 0.65% in Q1 2026, buying an estimated $3.44K and bringing the position to 13,540 shares worth $532K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Beacon Pointe Advisors first reported a position in UTG in Q3 2025 and has held it in 3 quarters since. The position peaked at $610K in Q3 2025. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Beacon Pointe Advisors held 13,540 shares of Reaves Utility Income Fund worth $532K as of Q1 2026.
  • Beacon Pointe Advisors bought 88 Reaves Utility Income Fund shares in Q1 2026, an estimated $3.44K.
  • Reaves Utility Income Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1266 holding.
  • Beacon Pointe Advisors first reported a position in Reaves Utility Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Reaves Utility Income Fund position peaked at $610K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.