Foster Group
UTG icon

Foster Group’s Reaves Utility Income Fund UTG Stock Holding History

Foster Group’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
Q3 		– Sell
-5,000
Closed -$204K – 334
2026
Q2 		$204K Buy
+5,000
New +$209K 0.01% 303

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KA
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Foster Group's UTG Position: Q3 2026 in Review

Foster Group sold out of Reaves Utility Income Fund (UTG) in Q3 2026, closing a stake of 5,000 shares — an estimated $204K sold.

Foster Group first reported a position in UTG in Q2 2026 and held it in 1 quarter. The position peaked at $204K in Q2 2026. 45 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

  • Foster Group reported no remaining Reaves Utility Income Fund position as of Q3 2026 after selling out during the quarter.
  • Foster Group sold 5,000 Reaves Utility Income Fund shares in Q3 2026, an estimated $204K.
  • Foster Group first reported a position in Reaves Utility Income Fund in Q2 2026 and held it in 1 quarter.
  • Foster Group's Reaves Utility Income Fund position peaked at $204K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.