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Future Financial Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Future Financial Wealth Management’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 		$915K Sell
22,635
-1,567
-6% -$65.4K 0.57% 33
2026
Q1 		$1.01M Sell
24,202
-940
-4% -$36.7K 0.65% 28
2025
Q4 		$935K Sell
25,142
-453
-2% -$17.2K 0.63% 28
2025
Q3 		$1.01M Sell
25,595
-575
-2% -$21.7K 0.64% 28
2025
Q2 		$947K Buy
26,170
+470
+2% +$15.7K 0.65% 30
2025
Q1 		$836K Sell
25,700
-299
-1% -$9.83K 0.61% 30
2024
Q4 		$824K Sell
25,999
-638
-2% -$21K 0.6% 35
2024
Q3 		$874K Sell
26,637
-5,522
-17% -$163K 0.62% 35
2024
Q2 		$879K Buy
32,159
+2,274
+8% +$61.9K 0.77% 35
2024
Q1 		$806K Buy
29,885
+11,485
+62% +$303K 0.62% 35
2023
Q4 		$492K Buy
18,400
+1,200
+7% +$30.7K 0.49% 54
2023
Q3 		$424K Buy
17,200
+3,000
+21% +$80.6K 0.47% 54
2023
Q2 		$389K Hold
14,200
– – 0.41% 59
2023
Q1 		$403K Sell
14,200
-5,692
-29% -$163K 0.44% 61
2022
Q4 		$562K Sell
19,892
-3,600
-15% -$101K 0.64% 50
2022
Q3 		$728K Hold
23,492
– – 0.84% 43
2022
Q2 		$812K Hold
23,492
– – 0.79% 48
2022
Q1 		$812K Buy
23,492
+1,326
+6% +$44K 0.67% 48
2021
Q4 		$781K Buy
22,166
+2,000
+10% +$67.4K 0.62% 50
2021
Q3 		$692K Hold
20,166
– – 0.71% 51
2021
Q2 		$692K Hold
20,166
– – 0.71% 51
2021
Q1 		$676K Buy
20,166
+2,512
+14% +$81.6K 0.78% 41
2020
Q4 		$579K Buy
+17,654
New +$578K 0.67% 48

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Future Financial Wealth Management's UTG Position: Q2 2026 in Review

Future Financial Wealth Management reduced its Reaves Utility Income Fund (UTG) stake by 6.5% in Q2 2026, selling an estimated $65.4K and leaving 22,635 shares worth $915K. The position accounts for 0.57% of the portfolio, ranked #33.

Future Financial Wealth Management first reported a position in UTG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.01M in Q3 2025. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Future Financial Wealth Management held 22,635 shares of Reaves Utility Income Fund worth $915K as of Q2 2026.
  • Future Financial Wealth Management sold 1,567 Reaves Utility Income Fund shares in Q2 2026, an estimated $65.4K.
  • Reaves Utility Income Fund made up 0.57% of Future Financial Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Future Financial Wealth Management first reported a position in Reaves Utility Income Fund in Q4 2020 and has held it in 23 quarters since.
  • Future Financial Wealth Management's Reaves Utility Income Fund position peaked at $1.01M in Q3 2025.
  • 263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.