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Financial Consulate’s Reaves Utility Income Fund UTG Stock Holding History

Financial Consulate’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 		$9.82K Hold
250
– – ﹤0.01% 647
2025
Q4 		$9.14K Buy
+250
New +$9.51K ﹤0.01% 628

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Financial Consulate's UTG Position: Q1 2026 in Review

Financial Consulate held its Reaves Utility Income Fund (UTG) position steady in Q1 2026 at 250 shares worth $9.82K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Financial Consulate first reported a position in UTG in Q4 2025 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Financial Consulate held 250 shares of Reaves Utility Income Fund worth $9.82K as of Q1 2026.
  • Financial Consulate left its Reaves Utility Income Fund share count unchanged in Q1 2026.
  • Reaves Utility Income Fund made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #647 holding.
  • Financial Consulate first reported a position in Reaves Utility Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.