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 Q2	$81.4K	Hold	2,000	–	–	﹤0.01%	1490
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

EverSource Wealth Advisors's UTG Position: Q2 2026 in Review

EverSource Wealth Advisors held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 2,000 shares worth $81.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1490.

EverSource Wealth Advisors first reported a position in UTG in Q2 2024 and has held it in 9 quarters since. The position peaked at $90.5K in Q2 2025. 265 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

EverSource Wealth Advisors held 2,000 shares of Reaves Utility Income Fund worth $81.4K as of Q2 2026.
EverSource Wealth Advisors left its Reaves Utility Income Fund share count unchanged in Q2 2026.
Reaves Utility Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1490 holding.
EverSource Wealth Advisors first reported a position in Reaves Utility Income Fund in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Reaves Utility Income Fund position peaked at $90.5K in Q2 2025.
265 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.