Envestnet Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $451K | Sell |
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|
2025
Q2 | $560K | Buy |
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|
2025
Q1 | $501K | Buy |
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|
2024
Q4 | $465K | Sell |
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|
2024
Q3 | $551K | Sell |
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|
2024
Q2 | $474K | Sell |
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|
2024
Q1 | $488K | Buy |
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|
2023
Q4 | $456K | Buy |
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|
2023
Q3 | $412K | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $287K | Buy |
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|
2022
Q4 | $280K | Buy |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $292K | Sell |
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|
2021
Q4 | $332K | Sell |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $291K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $63K | Buy |
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|
2016
Q2 | $66K | Sell |
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|
2016
Q1 | $105K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $33K | Buy |
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|
2014
Q3 | $12K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $36K | Buy |
|