Creative Planning’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.22M | Buy |
30,972
+6,242
| +25% | +$244K | ﹤0.01% | 2299 |
|
|
2025
Q4 | $905K | Buy |
24,730
+1,564
| +7% | +$59.5K | ﹤0.01% | 2361 |
|
|
2025
Q3 | $918K | Buy |
23,166
+57
| +0.2% | +$2.15K | ﹤0.01% | 2191 |
|
|
2025
Q2 | $836K | Buy |
23,109
+764
| +3% | +$25.5K | ﹤0.01% | 2009 |
|
|
2025
Q1 | $727K | Sell |
22,345
-2,644
| -11% | -$86.9K | ﹤0.01% | 1978 |
|
|
2024
Q4 | $792K | Sell |
24,989
-2,732
| -10% | -$89.8K | ﹤0.01% | 1839 |
|
|
2024
Q3 | $910K | Buy |
27,721
+1,786
| +7% | +$52.6K | ﹤0.01% | 1590 |
|
|
2024
Q2 | $709K | Buy |
25,935
+2,645
| +11% | +$72K | ﹤0.01% | 1660 |
|
|
2024
Q1 | $628K | Buy |
23,290
+1,210
| +5% | +$31.9K | ﹤0.01% | 1692 |
|
|
2023
Q4 | $590K | Sell |
22,080
-3,074
| -12% | -$78.6K | ﹤0.01% | 1592 |
|
|
2023
Q3 | $620K | Buy |
25,154
+12,286
| +95% | +$330K | ﹤0.01% | 1425 |
|
|
2023
Q2 | $353K | Sell |
12,868
-5,587
| -30% | -$156K | ﹤0.01% | 1784 |
|
|
2023
Q1 | $524K | Buy |
18,455
+10,554
| +134% | +$303K | ﹤0.01% | 1435 |
|
|
2022
Q4 | $224K | Sell |
7,901
-9,920
| -56% | -$279K | ﹤0.01% | 1945 |
|
|
2022
Q3 | $485K | Sell |
17,821
-1,770
| -9% | -$56K | ﹤0.01% | 1353 |
|
|
2022
Q2 | $607K | Buy |
19,591
+1,039
| +6% | +$34.3K | ﹤0.01% | 1210 |
|
|
2022
Q1 | $641K | Buy |
18,552
+459
| +3% | +$15.2K | ﹤0.01% | 1205 |
|
|
2021
Q4 | $635K | Sell |
18,093
-1,155
| -6% | -$38.9K | ﹤0.01% | 1176 |
|
|
2021
Q3 | $631K | Buy |
19,248
+72
| +0.4% | +$2.53K | ﹤0.01% | 1173 |
|
|
2021
Q2 | $658K | Sell |
19,176
-15,928
| -45% | -$552K | ﹤0.01% | 1124 |
|
|
2021
Q1 | $1.18M | Buy |
35,104
+4,343
| +14% | +$141K | ﹤0.01% | 948 |
|
|
2020
Q4 | $1.01M | Buy |
30,761
+1,058
| +4% | +$34.6K | ﹤0.01% | 943 |
|
|
2020
Q3 | $929K | Sell |
29,703
-684
| -2% | -$21.5K | ﹤0.01% | 834 |
|
|
2020
Q2 | $917K | Sell |
30,387
-357
| -1% | -$11K | ﹤0.01% | 772 |
|
|
2020
Q1 | $884K | Sell |
30,744
-4,030
| -12% | -$140K | ﹤0.01% | 697 |
|
|
2019
Q4 | $1.29M | Buy |
34,774
+5,412
| +18% | +$198K | ﹤0.01% | 675 |
|
|
2019
Q3 | $1.08M | Buy |
29,362
+249
| +0.9% | +$9.08K | ﹤0.01% | 720 |
|
|
2019
Q2 | $1.04M | Sell |
29,113
-277
| -0.9% | -$9.57K | ﹤0.01% | 746 |
|
|
2019
Q1 | $990K | Sell |
29,390
-10,935
| -27% | -$345K | ﹤0.01% | 742 |
|
|
2018
Q4 | $1.19M | Buy |
40,325
+448
| +1% | +$13.7K | ﹤0.01% | 609 |
|
|
2018
Q3 | $1.22M | Buy |
39,877
+2,072
| +5% | +$63.2K | ﹤0.01% | 676 |
|
|
2018
Q2 | $1.09M | Sell |
37,805
-861
| -2% | -$24.3K | ﹤0.01% | 704 |
|
|
2018
Q1 | $1.09M | Sell |
38,666
-400
| -1% | -$11.6K | ﹤0.01% | 689 |
|
|
2017
Q4 | $1.21M | Buy |
39,066
+3,690
| +10% | +$115K | 0.01% | 632 |
|
|
2017
Q3 | $1.12M | Buy |
35,376
+10,222
| +41% | +$355K | 0.01% | 656 |
|
|
2017
Q2 | $864K | Sell |
25,154
-356
| -1% | -$12.3K | ﹤0.01% | 757 |
|
|
2017
Q1 | $826K | Sell |
25,510
-173
| -0.7% | -$5.66K | ﹤0.01% | 741 |
|
|
2016
Q4 | $789K | Buy |
25,683
+2,685
| +12% | +$79.9K | ﹤0.01% | 715 |
|
|
2016
Q3 | $703K | Sell |
22,998
-1,280
| -5% | -$40K | ﹤0.01% | 745 |
|
|
2016
Q2 | $788K | Sell |
24,278
-665
| -3% | -$20.1K | 0.01% | 588 |
|
|
2016
Q1 | $748K | Buy |
24,943
+1,865
| +8% | +$51.1K | 0.01% | 589 |
|
|
2015
Q4 | $599K | Buy |
23,078
+1,536
| +7% | +$42.3K | ﹤0.01% | 680 |
|
|
2015
Q3 | $592K | Buy |
21,542
+1,942
| +10% | +$54.8K | 0.01% | 673 |
|
|
2015
Q2 | $550K | Buy |
19,600
+1,329
| +7% | +$39K | 0.01% | 638 |
|
|
2015
Q1 | $541K | Buy |
18,271
+3,316
| +22% | +$102K | 0.01% | 704 |
|
|
2014
Q4 | $481K | Buy |
14,955
+409
| +3% | +$12.4K | 0.01% | 712 |
|
|
2014
Q3 | $413K | Buy |
14,546
+2,044
| +16% | +$57.7K | ﹤0.01% | 734 |
|
|
2014
Q2 | $366K | Sell |
12,502
-5,451
| -30% | -$155K | ﹤0.01% | 765 |
|
|
2014
Q1 | $488K | Buy |
17,953
+6,971
| +63% | +$181K | 0.01% | 631 |
|
|
2013
Q4 | $270K | Sell |
10,982
-1,010
| -8% | -$24.8K | ﹤0.01% | 728 |
|
|
2013
Q3 | $294K | Sell |
11,992
-2,730
| -19% | -$66.7K | 0.01% | 606 |
|
|
2013
Q2 | $365K | Buy |
+14,722
| New | +$381K | 0.01% | 492 |
|
Other funds holding UTG
Creative Planning's UTG Position: Q1 2026 in Review
Creative Planning increased its Reaves Utility Income Fund (UTG) stake by 25% in Q1 2026, buying an estimated $244K and bringing the position to 30,972 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2299.
Creative Planning first reported a position in UTG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.29M in Q4 2019. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.
- Creative Planning held 30,972 shares of Reaves Utility Income Fund worth $1.22M as of Q1 2026.
- Creative Planning bought 6,242 Reaves Utility Income Fund shares in Q1 2026, an estimated $244K.
- Reaves Utility Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2299 holding.
- Creative Planning first reported a position in Reaves Utility Income Fund in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Reaves Utility Income Fund position peaked at $1.29M in Q4 2019.
- 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.