Everstar Asset Management’s Reaves Utility Income Fund UTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
+5,650
New +$204K 0.12% 173
2025
Q1
Sell
-10,850
Closed -$344K 197
2024
Q4
$344K Hold
10,850
0.24% 116
2024
Q3
$356K Buy
+10,850
New +$356K 0.24% 119