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

Commerce 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
2026
Q2 		$385K Buy
9,462
+11
+0.1% +$459 0.21% 71
2026
Q1 		$371K Buy
+9,451
New +$369K 0.31% 65

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commerce Advisors's UTG Position: Q2 2026 in Review

Commerce Advisors increased its Reaves Utility Income Fund (UTG) stake by 0.12% in Q2 2026, buying an estimated $459 and bringing the position to 9,462 shares worth $385K. The position accounts for 0.21% of the portfolio, ranked #71.

Commerce Advisors first reported a position in UTG in Q1 2026 and has held it in 2 quarters since. 254 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Commerce Advisors held 9,462 shares of Reaves Utility Income Fund worth $385K as of Q2 2026.
  • Commerce Advisors bought 11 Reaves Utility Income Fund shares in Q2 2026, an estimated $459.
  • Reaves Utility Income Fund made up 0.21% of Commerce Advisors's portfolio in Q2 2026, its #71 holding.
  • Commerce Advisors first reported a position in Reaves Utility Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 254 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Commerce Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.