Huntington National Bank’s Reaves Utility Income Fund UTG Stock Holding History

Huntington National Bank’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	–	Hold	0	–	–	–	3081
2025 Q4	–	Hold	0	–	–	–	3022
2025 Q3	–	Hold	0	–	–	–	3040
2025 Q2	–	Hold	0	–	–	–	3132
2025 Q1	–	Hold	0	–	–	–	1497
2024 Q4	–	Hold	0	–	–	–	3243
2024 Q3	–	Hold	0	–	–	–	1631
2024 Q2	–	Hold	0	–	–	–	3287
2024 Q1	–	Hold	0	–	–	–	3143
2023 Q4	–	Hold	0	–	–	–	3050
2023 Q3	–	Hold	0	–	–	–	3066
2023 Q2	–	Hold	0	–	–	–	2995
2023 Q1	–	Hold	0	–	–	–	2819
2022 Q4	–	Hold	0	–	–	–	2686
2019 Q4	–	Hold	0	–	–	–	1486
2018 Q3	–	Hold	0	–	–	–	1410

Other funds holding UTG

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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 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