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Edge Financial Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Edge Financial 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 		$1.09M Buy
29,700
+4,483
+18% +$170K 0.46% 51
2025
Q3 		$999K Buy
25,217
+17,002
+207% +$642K 0.45% 50
2025
Q2 		$298K Buy
+8,215
New +$274K 0.16% 95

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Edge Financial Advisors's UTG Position: Q4 2025 in Review

Edge Financial Advisors increased its Reaves Utility Income Fund (UTG) stake by 18% in Q4 2025, buying an estimated $170K and bringing the position to 29,700 shares worth $1.09M. The position accounts for 0.46% of the portfolio, ranked #51.

Edge Financial Advisors first reported a position in UTG in Q2 2025 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold UTG as of Q4 2025.

  • Edge Financial Advisors held 29,700 shares of Reaves Utility Income Fund worth $1.09M as of Q4 2025.
  • Edge Financial Advisors bought 4,483 Reaves Utility Income Fund shares in Q4 2025, an estimated $170K.
  • Reaves Utility Income Fund made up 0.46% of Edge Financial Advisors's portfolio in Q4 2025, its #51 holding.
  • Edge Financial Advisors first reported a position in Reaves Utility Income Fund in Q2 2025 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.