JFG
UTG icon

Jefferies Financial Group’s Reaves Utility Income Fund UTG Stock Holding History

Jefferies Financial Group’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 		$2.47M Buy
62,870
+31,423
+100% +$1.23M 0.02% 557
2025
Q4 		$1.15M Buy
31,447
+6,545
+26% +$249K 0.01% 1016
2025
Q3 		$987K Buy
24,902
+15,888
+176% +$599K ﹤0.01% 879
2025
Q2 		$326K Buy
+9,014
New +$301K ﹤0.01% 1007

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
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

Jefferies Financial Group's UTG Position: Q1 2026 in Review

Jefferies Financial Group increased its Reaves Utility Income Fund (UTG) stake by 100% in Q1 2026, buying an estimated $1.23M and bringing the position to 62,870 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #557.

Jefferies Financial Group first reported a position in UTG in Q2 2025 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Jefferies Financial Group held 62,870 shares of Reaves Utility Income Fund worth $2.47M as of Q1 2026.
  • Jefferies Financial Group bought 31,423 Reaves Utility Income Fund shares in Q1 2026, an estimated $1.23M.
  • Reaves Utility Income Fund made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #557 holding.
  • Jefferies Financial Group first reported a position in Reaves Utility Income Fund in Q2 2025 and has held it in 4 quarters since.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.