Cerity Partners
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Cerity Partners’s Reaves Utility Income Fund UTG Stock Holding History

Cerity Partners’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 		$677K Buy
17,226
+8,962
+108% +$350K ﹤0.01% 2099
2025
Q4 		$302K Buy
8,264
+583
+8% +$22.2K ﹤0.01% 2407
2025
Q3 		$304K Buy
+7,681
New +$290K ﹤0.01% 2272

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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

Cerity Partners's UTG Position: Q1 2026 in Review

Cerity Partners increased its Reaves Utility Income Fund (UTG) stake by 108% in Q1 2026, buying an estimated $350K and bringing the position to 17,226 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Cerity Partners 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.

  • Cerity Partners held 17,226 shares of Reaves Utility Income Fund worth $677K as of Q1 2026.
  • Cerity Partners bought 8,962 Reaves Utility Income Fund shares in Q1 2026, an estimated $350K.
  • Reaves Utility Income Fund made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2099 holding.
  • Cerity Partners 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 Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.