CI
UTG icon

CX Institutional’s Reaves Utility Income Fund UTG Stock Holding History

CX Institutional’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
-920
Closed -$36K – 1592
2025
Q3 		$36K Buy
+920
New +$34.7K ﹤0.01% 998
2022
Q3 		– Sell
-2,157
Closed -$67K – 1096
2022
Q2 		$67K Buy
+2,157
New +$71.2K 0.01% 617
2021
Q4 		– Sell
-2,157
Closed -$71K – 867
2021
Q3 		$71K Buy
2,157
+630
+41% +$22.2K 0.01% 514
2021
Q2 		$52K Buy
+1,527
New +$52.9K ﹤0.01% 560

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

CX Institutional's UTG Position: Q4 2025 in Review

CX Institutional sold out of Reaves Utility Income Fund (UTG) in Q4 2025, closing a stake of 920 shares — an estimated $36K sold.

CX Institutional first reported a position in UTG in Q2 2021 and held it in 4 quarters. The position peaked at $71K in Q3 2021. 239 funds tracked by Wall St. Rank hold UTG as of Q4 2025.

  • CX Institutional reported no remaining Reaves Utility Income Fund position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 920 Reaves Utility Income Fund shares in Q4 2025, an estimated $36K.
  • CX Institutional first reported a position in Reaves Utility Income Fund in Q2 2021 and held it in 4 quarters.
  • CX Institutional's Reaves Utility Income Fund position peaked at $71K in Q3 2021.
  • 239 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.