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Bruce G. Allen Investments’s Reaves Utility Income Fund UTG Stock Holding History

Bruce G. Allen Investments’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
2025
Q1 		– Sell
-1,669
Closed -$54.9K – 1134
2024
Q4 		$52.9K Sell
1,669
-307
-16% -$10.1K 0.04% 245
2024
Q3 		$64.8K Hold
1,976
– – 0.05% 217
2024
Q2 		$54K Buy
1,976
+28
+1% +$763 0.05% 224
2024
Q1 		$52.5K Buy
1,948
+41
+2% +$1.08K 0.04% 231
2023
Q4 		$51K Buy
+1,907
New +$48.7K 0.05% 225

Other funds holding UTG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Bruce G. Allen Investments's UTG Position: Q1 2025 in Review

Bruce G. Allen Investments sold out of Reaves Utility Income Fund (UTG) in Q1 2025, closing a stake of 1,669 shares — an estimated $54.9K sold.

Bruce G. Allen Investments first reported a position in UTG in Q4 2023 and held it in 5 quarters. The position peaked at $64.8K in Q3 2024. 199 funds tracked by Wall St. Rank hold UTG as of Q1 2025.

  • Bruce G. Allen Investments reported no remaining Reaves Utility Income Fund position as of Q1 2025 after selling out during the quarter.
  • Bruce G. Allen Investments sold 1,669 Reaves Utility Income Fund shares in Q1 2025, an estimated $54.9K.
  • Bruce G. Allen Investments first reported a position in Reaves Utility Income Fund in Q4 2023 and held it in 5 quarters.
  • Bruce G. Allen Investments's Reaves Utility Income Fund position peaked at $64.8K in Q3 2024.
  • 199 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2025.

Based on Bruce G. Allen Investments's 13F filing for Q1 2025, filed 14 Apr 2025.