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Kelleher Financial Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Kelleher Financial Advisors’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 		– Sell
-4,411
Closed -$161K – 705
2025
Q4 		$161K Buy
+4,411
New +$168K 0.04% 246

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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

Kelleher Financial Advisors's UTG Position: Q1 2026 in Review

Kelleher Financial Advisors sold out of Reaves Utility Income Fund (UTG) in Q1 2026, closing a stake of 4,411 shares — an estimated $161K sold.

Kelleher Financial Advisors first reported a position in UTG in Q4 2025 and held it in 1 quarter. The position peaked at $161K in Q4 2025. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Kelleher Financial Advisors reported no remaining Reaves Utility Income Fund position as of Q1 2026 after selling out during the quarter.
  • Kelleher Financial Advisors sold 4,411 Reaves Utility Income Fund shares in Q1 2026, an estimated $161K.
  • Kelleher Financial Advisors first reported a position in Reaves Utility Income Fund in Q4 2025 and held it in 1 quarter.
  • Kelleher Financial Advisors's Reaves Utility Income Fund position peaked at $161K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

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