Golden State Equity Partners’s Reaves Utility Income Fund UTG Stock Holding History

Golden State Equity Partners’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	$271K	Buy	+6,897	New	+$270K	0.02%	597

Other funds holding UTG

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Golden State Equity Partners's UTG Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Reaves Utility Income Fund (UTG) in Q1 2026: 6,897 shares worth $271K. The stake represents 0.02% of the portfolio and ranks #597 among its holdings.

240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

Golden State Equity Partners held 6,897 shares of Reaves Utility Income Fund worth $271K as of Q1 2026.
Reaves Utility Income Fund was a new Golden State Equity Partners position in Q1 2026.
Reaves Utility Income Fund made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #597 holding.
240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.