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Benjamin Edwards Inc’s Reaves Utility Income Fund UTG Stock Holding History

Benjamin Edwards Inc’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 		$338K Hold
8,291
– – ﹤0.01% 1189
2026
Q1 		$326K Buy
8,291
+190
+2% +$7.43K ﹤0.01% 1134
2025
Q4 		$296K Sell
8,101
-390
-5% -$14.8K ﹤0.01% 1118
2025
Q3 		$336K Sell
8,491
-153
-2% -$5.77K ﹤0.01% 1062
2025
Q2 		$313K Buy
8,644
+222
+3% +$7.42K ﹤0.01% 981
2025
Q1 		$274K Sell
8,422
-173
-2% -$5.69K ﹤0.01% 956
2024
Q4 		$272K Sell
8,595
-75
-0.9% -$2.47K ﹤0.01% 996
2024
Q3 		$284K Buy
+8,670
New +$255K ﹤0.01% 963

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

Benjamin Edwards Inc's UTG Position: Q2 2026 in Review

Benjamin Edwards Inc held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 8,291 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Benjamin Edwards Inc first reported a position in UTG in Q3 2024 and has held it in 8 quarters since. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Benjamin Edwards Inc held 8,291 shares of Reaves Utility Income Fund worth $338K as of Q2 2026.
  • Benjamin Edwards Inc left its Reaves Utility Income Fund share count unchanged in Q2 2026.
  • Reaves Utility Income Fund made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1189 holding.
  • Benjamin Edwards Inc first reported a position in Reaves Utility Income Fund in Q3 2024 and has held it in 8 quarters since.
  • 262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.