Highland Investment Advisors LLC’s Reaves Utility Income Fund UTG Stock Holding History

Highland Investment Advisors LLC’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	$16.4K	Buy	+402	New	+$16.8K	0.01%	299

Other funds holding UTG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $351M AUM

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Highland Investment Advisors LLC's UTG Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 402 shares worth $16.4K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings.

217 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Highland Investment Advisors LLC held 402 shares of Reaves Utility Income Fund worth $16.4K as of Q2 2026.
Reaves Utility Income Fund was a new Highland Investment Advisors LLC position in Q2 2026.
Reaves Utility Income Fund made up 0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #299 holding.
217 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.