Jeff Yass’s Reaves Utility Income Fund UTG Stock Holding History

Jeff Yass’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	$1.2M	Buy	+29,456	New	+$1.23M	﹤0.01%	7738
2024 Q1	–	Sell	-12,628	Closed	-$338K	–	13407
2023 Q4	$338K	Buy	+12,628	New	+$323K	﹤0.01%	9578
2023 Q1	–	Sell	-29,216	Closed	-$826K	–	13548
2022 Q4	$826K	Buy	+29,216	New	+$822K	﹤0.01%	6596
2019 Q4	–	Sell	-6,003	Closed	-$220K	–	10703
2019 Q3	$220K	Buy	+6,003	New	+$219K	﹤0.01%	8907
2017 Q3	–	Sell	-14,404	Closed	-$495K	–	9679
2017 Q2	$495K	Buy	+14,404	New	+$499K	﹤0.01%	6660

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

Jeff Yass's UTG Position: Q2 2026 in Review

Jeff Yass opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 29,456 shares worth $1.2M. The stake represents ﹤0.01% of the portfolio and ranks #7738 among its holdings. This is a return to the name: Jeff Yass previously reported a position in UTG as recently as Q4 2023.

Jeff Yass first reported a position in UTG in Q2 2017 and has held it in 5 quarters since. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Jeff Yass held 29,456 shares of Reaves Utility Income Fund worth $1.2M as of Q2 2026.
Reaves Utility Income Fund was a new Jeff Yass position in Q2 2026.
Reaves Utility Income Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7738 holding.
Jeff Yass first reported a position in Reaves Utility Income Fund in Q2 2017 and has held it in 5 quarters since.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.