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Clearstead Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Clearstead Advisors’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 		– Sell
-550
Closed -$21.8K – 3261
2025
Q3 		$21.8K Hold
550
– – ﹤0.01% 1609
2025
Q2 		$19.9K Hold
550
– – ﹤0.01% 1626
2025
Q1 		$17.9K Buy
+550
New +$18.1K ﹤0.01% 1455
2024
Q1 		– Sell
-1,382
Closed -$37K – 1632
2023
Q4 		$37K Buy
+1,382
New +$35.3K ﹤0.01% 812
2022
Q1 		– Sell
-2,918
Closed -$102K – 1462
2021
Q4 		$102K Buy
+2,918
New +$98.3K 0.01% 522
2017
Q4 		– Sell
-14,000
Closed -$444K – 253
2017
Q3 		$444K Buy
+14,000
New +$486K 0.06% 165

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Clearstead Advisors's UTG Position: Q4 2025 in Review

Clearstead Advisors sold out of Reaves Utility Income Fund (UTG) in Q4 2025, closing a stake of 550 shares — an estimated $21.8K sold.

Clearstead Advisors first reported a position in UTG in Q3 2017 and held it in 6 quarters. The position peaked at $444K in Q3 2017. 239 funds tracked by Wall St. Rank hold UTG as of Q4 2025.

  • Clearstead Advisors reported no remaining Reaves Utility Income Fund position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 550 Reaves Utility Income Fund shares in Q4 2025, an estimated $21.8K.
  • Clearstead Advisors first reported a position in Reaves Utility Income Fund in Q3 2017 and held it in 6 quarters.
  • Clearstead Advisors's Reaves Utility Income Fund position peaked at $444K in Q3 2017.
  • 239 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.