CIBC Private Wealth Group’s Reaves Utility Income Fund UTG Stock Holding History

CIBC Private Wealth Group’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 Q4	$11.2K	Buy	306 +4	+1%	+$152	﹤0.01%	2388
2025 Q3	$11.9K	Buy	302 +2	+0.7%	+$75	﹤0.01%	2328
2025 Q2	$10.9K	Sell	300 -1	-0.3%	-$33	﹤0.01%	2223
2025 Q1	$8.75K	Buy	301 +1	+0.3%	+$33	﹤0.01%	2279
2024 Q4	$9.71K	Hold	300	–	–	﹤0.01%	2281
2024 Q3	$9.84K	Sell	300 -2,540	-89%	-$74.8K	﹤0.01%	2409
2024 Q2	$78.2K	Buy	+2,840	New	+$77.4K	﹤0.01%	1491

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

CIBC Private Wealth Group's UTG Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Reaves Utility Income Fund (UTG) stake by 1.3% in Q4 2025, buying an estimated $152 and bringing the position to 306 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

CIBC Private Wealth Group first reported a position in UTG in Q2 2024 and has held it in 7 quarters since. The position peaked at $78.2K in Q2 2024. 239 funds tracked by Wall St. Rank hold UTG as of Q4 2025.

CIBC Private Wealth Group held 306 shares of Reaves Utility Income Fund worth $11.2K as of Q4 2025.
CIBC Private Wealth Group bought 4 Reaves Utility Income Fund shares in Q4 2025, an estimated $152.
Reaves Utility Income Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2388 holding.
CIBC Private Wealth Group first reported a position in Reaves Utility Income Fund in Q2 2024 and has held it in 7 quarters since.
CIBC Private Wealth Group's Reaves Utility Income Fund position peaked at $78.2K in Q2 2024.
239 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.