HighTower Advisors
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HighTower Advisors’s Reaves Utility Income Fund UTG Stock Holding History

HighTower Advisors’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 		$1.3M Buy
31,870
+64
+0.2% +$2.67K ﹤0.01% 2073
2026
Q1 		$1.25M Buy
31,806
+13,216
+71% +$517K ﹤0.01% 2032
2025
Q4 		$680K Buy
18,590
+948
+5% +$36K ﹤0.01% 2401
2025
Q3 		$699K Buy
17,642
+435
+3% +$16.4K ﹤0.01% 2361
2025
Q2 		$623K Sell
17,207
-913
-5% -$30.5K ﹤0.01% 2342
2025
Q1 		$590K Buy
18,120
+3,158
+21% +$104K ﹤0.01% 2322
2024
Q4 		$474K Buy
14,962
+1,543
+11% +$50.7K ﹤0.01% 2514
2024
Q3 		$440K Buy
13,419
+1,220
+10% +$35.9K ﹤0.01% 2494
2024
Q2 		$332K Buy
12,199
+324
+3% +$8.82K ﹤0.01% 2640
2024
Q1 		$318K Sell
11,875
-13,931
-54% -$368K ﹤0.01% 2635
2023
Q4 		$689K Buy
25,806
+7,417
+40% +$190K ﹤0.01% 2077
2023
Q3 		$451K Buy
18,389
+1,251
+7% +$33.6K ﹤0.01% 2303
2023
Q2 		$472K Buy
17,138
+1,437
+9% +$40.2K ﹤0.01% 2242
2023
Q1 		$446K Buy
15,701
+94
+0.6% +$2.7K ﹤0.01% 2192
2022
Q4 		$441K Sell
15,607
-1,495
-9% -$42.1K ﹤0.01% 2201
2022
Q3 		$466K Buy
17,102
+131
+0.8% +$4.14K ﹤0.01% 2069
2022
Q2 		$526K Buy
16,971
+4,977
+41% +$164K ﹤0.01% 2020
2022
Q1 		$414K Sell
11,994
-1,233
-9% -$40.9K ﹤0.01% 2309
2021
Q4 		$464K Buy
13,227
+4,140
+46% +$139K ﹤0.01% 2207
2021
Q3 		$300K Buy
9,087
+778
+9% +$27.4K ﹤0.01% 2413
2021
Q2 		$284K Buy
8,309
+2,174
+35% +$75.4K ﹤0.01% 2407
2021
Q1 		$206K Buy
+6,135
New +$199K ﹤0.01% 2587
2020
Q4 		– Sell
-6,635
Closed -$207K – 2812
2020
Q3 		$207K Sell
6,635
-4,742
-42% -$149K ﹤0.01% 2078
2020
Q2 		$342K Buy
11,377
+377
+3% +$11.6K ﹤0.01% 1654
2020
Q1 		$321K Buy
11,000
+2,131
+24% +$74.2K ﹤0.01% 1527
2019
Q4 		$330K Buy
8,869
+3,100
+54% +$114K ﹤0.01% 1658
2019
Q3 		$211K Buy
+5,769
New +$210K ﹤0.01% 2035

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

HighTower Advisors's UTG Position: Q2 2026 in Review

HighTower Advisors increased its Reaves Utility Income Fund (UTG) stake by 0.2% in Q2 2026, buying an estimated $2.67K and bringing the position to 31,870 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2073.

HighTower Advisors first reported a position in UTG in Q3 2019 and has held it in 27 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • HighTower Advisors held 31,870 shares of Reaves Utility Income Fund worth $1.3M as of Q2 2026.
  • HighTower Advisors bought 64 Reaves Utility Income Fund shares in Q2 2026, an estimated $2.67K.
  • Reaves Utility Income Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2073 holding.
  • HighTower Advisors first reported a position in Reaves Utility Income Fund in Q3 2019 and has held it in 27 quarters since.
  • 263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.