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City Center Advisors LLC’s Reaves Utility Income Fund UTG Stock Holding History

City Center Advisors 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
Q3 		– Sell
-9,692
Closed -$395K – 206
2026
Q2 		$395K Buy
9,692
+819
+9% +$34.2K 0.32% 99
2026
Q1 		$349K Buy
8,873
+620
+8% +$24.2K 0.32% 98
2025
Q4 		$302K Buy
8,253
+2,401
+41% +$91.3K 0.28% 116
2025
Q3 		$232K Buy
+5,852
New +$221K 0.23% 142

Other funds holding UTG

GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $379M AUM 27.6% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

City Center Advisors LLC's UTG Position: Q3 2026 in Review

City Center Advisors LLC sold out of Reaves Utility Income Fund (UTG) in Q3 2026, closing a stake of 9,692 shares — an estimated $395K sold.

City Center Advisors LLC first reported a position in UTG in Q3 2025 and held it in 4 quarters. The position peaked at $395K in Q2 2026. 17 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

  • City Center Advisors LLC reported no remaining Reaves Utility Income Fund position as of Q3 2026 after selling out during the quarter.
  • City Center Advisors LLC sold 9,692 Reaves Utility Income Fund shares in Q3 2026, an estimated $395K.
  • City Center Advisors LLC first reported a position in Reaves Utility Income Fund in Q3 2025 and held it in 4 quarters.
  • City Center Advisors LLC's Reaves Utility Income Fund position peaked at $395K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on City Center Advisors LLC's 13F filing for Q3 2026, filed 8 Oct 2026.