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Bey-Douglas LLC’s Reaves Utility Income Fund UTG Stock Holding History

Bey-Douglas LLC’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 		$402K Buy
10,239
+1,658
+19% +$64.8K 0.35% 34
2025
Q4 		$340K Hold
8,581
– – 0.27% 34
2025
Q3 		$340K Buy
+8,581
New +$324K 0.25% 37

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 $79.5B AUM 27.1% 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

Bey-Douglas LLC's UTG Position: Q1 2026 in Review

Bey-Douglas LLC increased its Reaves Utility Income Fund (UTG) stake by 19% in Q1 2026, buying an estimated $64.8K and bringing the position to 10,239 shares worth $402K. The position accounts for 0.35% of the portfolio, ranked #34.

Bey-Douglas LLC first reported a position in UTG in Q3 2025 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Bey-Douglas LLC held 10,239 shares of Reaves Utility Income Fund worth $402K as of Q1 2026.
  • Bey-Douglas LLC bought 1,658 Reaves Utility Income Fund shares in Q1 2026, an estimated $64.8K.
  • Reaves Utility Income Fund made up 0.35% of Bey-Douglas LLC's portfolio in Q1 2026, its #34 holding.
  • Bey-Douglas LLC first reported a position in Reaves Utility Income Fund in Q3 2025 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Bey-Douglas LLC's 13F filing for Q1 2026, filed 12 May 2026.