Key Financial Inc’s Reaves Utility Income Fund UTG Stock Holding History

Key Financial Inc’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 Q3	$19K	Hold	554	–	–	﹤0.01%	719
2026 Q2	$22.6K	Hold	554	–	–	﹤0.01%	706
2026 Q1	$21.8K	Hold	554	–	–	﹤0.01%	709
2025 Q4	$20.3K	Hold	554	–	–	﹤0.01%	717
2025 Q3	$22K	Hold	554	–	–	﹤0.01%	690
2025 Q2	$20K	Hold	554	–	–	﹤0.01%	698
2025 Q1	$18K	Hold	554	–	–	﹤0.01%	692
2024 Q4	$17.6K	Hold	554	–	–	﹤0.01%	688
2024 Q3	$18.2K	Hold	554	–	–	﹤0.01%	667
2024 Q2	$15.1K	Hold	554	–	–	﹤0.01%	690
2024 Q1	$14.9K	Hold	554	–	–	﹤0.01%	662
2023 Q4	$14.8K	Hold	554	–	–	﹤0.01%	647
2023 Q3	$13.7K	Hold	554	–	–	﹤0.01%	647
2023 Q2	$15.2K	Hold	554	–	–	0.01%	640
2023 Q1	$15.7K	Buy	554 +400	+260%	+$11.5K	0.01%	589
2022 Q4	$4.2K	Hold	154	–	–	﹤0.01%	821
2022 Q3	$4K	Hold	154	–	–	﹤0.01%	852
2022 Q2	$5K	Hold	154	–	–	﹤0.01%	816
2022 Q1	$5K	Hold	154	–	–	﹤0.01%	806
2021 Q4	$5K	Hold	154	–	–	﹤0.01%	730
2021 Q3	$5K	Hold	154	–	–	﹤0.01%	716
2021 Q2	$5K	Hold	154	–	–	﹤0.01%	695
2021 Q1	$5K	Hold	154	–	–	﹤0.01%	604
2020 Q4	$5K	Buy	+154	New	+$5.04K	﹤0.01%	566

Other funds holding UTG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Key Financial Inc's UTG Position: Q3 2026 in Review

Key Financial Inc held its Reaves Utility Income Fund (UTG) position steady in Q3 2026 at 554 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Key Financial Inc first reported a position in UTG in Q4 2020 and has held it in 24 quarters since. The position peaked at $22.6K in Q2 2026. 155 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

Key Financial Inc held 554 shares of Reaves Utility Income Fund worth $19K as of Q3 2026.
Key Financial Inc left its Reaves Utility Income Fund share count unchanged in Q3 2026.
Reaves Utility Income Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #719 holding.
Key Financial Inc first reported a position in Reaves Utility Income Fund in Q4 2020 and has held it in 24 quarters since.
Key Financial Inc's Reaves Utility Income Fund position peaked at $22.6K in Q2 2026.
155 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.