EverSource Wealth Advisors’s Reaves Utility Income Fund UTG Stock Holding History

EverSource Wealth 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
2026 Q1	$78.6K	Hold	2,000	–	–	﹤0.01%	1576
2025 Q4	$73.2K	Hold	2,000	–	–	﹤0.01%	1483
2025 Q3	$79.2K	Sell	2,000 -500	-20%	-$18.9K	﹤0.01%	1400
2025 Q2	$90.5K	Hold	2,500	–	–	﹤0.01%	1267
2025 Q1	$81.3K	Hold	2,500	–	–	﹤0.01%	994
2024 Q4	$79.2K	Hold	2,500	–	–	﹤0.01%	990
2024 Q3	$82K	Hold	2,500	–	–	0.01%	866
2024 Q2	$71.5K	Buy	+2,500	New	+$68.1K	﹤0.01%	932

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EverSource Wealth Advisors's UTG Position: Q1 2026 in Review

EverSource Wealth Advisors held its Reaves Utility Income Fund (UTG) position steady in Q1 2026 at 2,000 shares worth $78.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

EverSource Wealth Advisors first reported a position in UTG in Q2 2024 and has held it in 8 quarters since. The position peaked at $90.5K in Q2 2025. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

EverSource Wealth Advisors held 2,000 shares of Reaves Utility Income Fund worth $78.6K as of Q1 2026.
EverSource Wealth Advisors left its Reaves Utility Income Fund share count unchanged in Q1 2026.
Reaves Utility Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1576 holding.
EverSource Wealth Advisors first reported a position in Reaves Utility Income Fund in Q2 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Reaves Utility Income Fund position peaked at $90.5K in Q2 2025.
240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.