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Family Office Research’s Reaves Utility Income Fund UTG Stock Holding History

Family Office Research’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
Q1 		– Sell
-7,626
Closed -$242K – 77
2024
Q4 		$242K Buy
+7,626
New +$251K 0.11% 65

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Royal Bank of Canada
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Family Office Research's UTG Position: Q1 2025 in Review

Family Office Research sold out of Reaves Utility Income Fund (UTG) in Q1 2025, closing a stake of 7,626 shares — an estimated $242K sold.

Family Office Research first reported a position in UTG in Q4 2024 and held it in 1 quarter. The position peaked at $242K in Q4 2024. 199 funds tracked by Wall St. Rank hold UTG as of Q1 2025.

  • Family Office Research reported no remaining Reaves Utility Income Fund position as of Q1 2025 after selling out during the quarter.
  • Family Office Research sold 7,626 Reaves Utility Income Fund shares in Q1 2025, an estimated $242K.
  • Family Office Research first reported a position in Reaves Utility Income Fund in Q4 2024 and held it in 1 quarter.
  • Family Office Research's Reaves Utility Income Fund position peaked at $242K in Q4 2024.
  • 199 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2025.

Based on Family Office Research's 13F filing for Q1 2025, filed 15 May 2025.