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Cornerstone Planning Group’s Reaves Utility Income Fund UTG Stock Holding History

Cornerstone Planning 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
2026
Q1 		– Sell
-1,964
Closed -$74.9K – 1918
2025
Q4 		$74.9K Buy
+1,964
New +$74.7K 0.01% 257

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cornerstone Planning Group's UTG Position: Q1 2026 in Review

Cornerstone Planning Group sold out of Reaves Utility Income Fund (UTG) in Q1 2026, closing a stake of 1,964 shares — an estimated $74.9K sold.

Cornerstone Planning Group first reported a position in UTG in Q4 2025 and held it in 1 quarter. The position peaked at $74.9K in Q4 2025. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Cornerstone Planning Group reported no remaining Reaves Utility Income Fund position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,964 Reaves Utility Income Fund shares in Q1 2026, an estimated $74.9K.
  • Cornerstone Planning Group first reported a position in Reaves Utility Income Fund in Q4 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Reaves Utility Income Fund position peaked at $74.9K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.