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Keating Financial Advisory Services’s Reaves Utility Income Fund UTG Stock Holding History

Keating Financial Advisory Services’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 		$40.9K Buy
1,042
+10
+1% +$391 0.01% 670
2025
Q4 		$37.7K Buy
+1,032
New +$39.2K 0.01% 723

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
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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

Keating Financial Advisory Services's UTG Position: Q1 2026 in Review

Keating Financial Advisory Services increased its Reaves Utility Income Fund (UTG) stake by 0.97% in Q1 2026, buying an estimated $391 and bringing the position to 1,042 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #670.

Keating Financial Advisory Services first reported a position in UTG in Q4 2025 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Keating Financial Advisory Services held 1,042 shares of Reaves Utility Income Fund worth $40.9K as of Q1 2026.
  • Keating Financial Advisory Services bought 10 Reaves Utility Income Fund shares in Q1 2026, an estimated $391.
  • Reaves Utility Income Fund made up 0.01% of Keating Financial Advisory Services's portfolio in Q1 2026, its #670 holding.
  • Keating Financial Advisory Services first reported a position in Reaves Utility Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.