Federation des caisses Desjardins du Quebec’s Reaves Utility Income Fund UTG Stock Holding History

Federation des caisses Desjardins du Quebec’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	$14.6K	Hold	358	–	–	﹤0.01%	2290
2026 Q1	$14.1K	Hold	358	–	–	﹤0.01%	2204
2025 Q4	$13.1K	Hold	358	–	–	﹤0.01%	2168
2025 Q3	$14.2K	Hold	358	–	–	﹤0.01%	2139
2025 Q2	$13K	Hold	358	–	–	﹤0.01%	1944
2025 Q1	$11.6K	Hold	358	–	–	﹤0.01%	1907
2024 Q4	$11.3K	Hold	358	–	–	﹤0.01%	1839
2024 Q3	$11.7K	Hold	358	–	–	﹤0.01%	1841
2024 Q2	$9.78K	Hold	358	–	–	﹤0.01%	1820
2024 Q1	$9.65K	Hold	358	–	–	﹤0.01%	1822
2023 Q4	$9.57K	Hold	358	–	–	﹤0.01%	1762
2023 Q3	$8.82K	Buy	+358	New	+$9.62K	﹤0.01%	1800

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

Federation des caisses Desjardins du Quebec's UTG Position: Q2 2026 in Review

Federation des caisses Desjardins du Quebec held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 358 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Federation des caisses Desjardins du Quebec first reported a position in UTG in Q3 2023 and has held it in 12 quarters since. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Federation des caisses Desjardins du Quebec held 358 shares of Reaves Utility Income Fund worth $14.6K as of Q2 2026.
Federation des caisses Desjardins du Quebec left its Reaves Utility Income Fund share count unchanged in Q2 2026.
Reaves Utility Income Fund made up ﹤0.01% of Federation des caisses Desjardins du Quebec's portfolio in Q2 2026, its #2290 holding.
Federation des caisses Desjardins du Quebec first reported a position in Reaves Utility Income Fund in Q3 2023 and has held it in 12 quarters since.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q2 2026, filed 14 Aug 2026.