Keystone Financial Group (Kentucky)’s Reaves Utility Income Fund UTG Stock Holding History

Keystone Financial Group (Kentucky)’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	$223K	Buy	5,475 +55	+1%	+$2.3K	0.01%	505
2026 Q1	$213K	Buy	+5,420	New	+$212K	0.01%	476
2025 Q4	–	Sell	-5,181	Closed	-$205K	–	480
2025 Q3	$205K	Sell	5,181 -459	-8%	-$17.3K	0.02%	397
2025 Q2	$204K	Buy	+5,640	New	+$188K	0.02%	397

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

Keystone Financial Group (Kentucky)'s UTG Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Reaves Utility Income Fund (UTG) stake by 1% in Q2 2026, buying an estimated $2.3K and bringing the position to 5,475 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #505.

Keystone Financial Group (Kentucky) first reported a position in UTG in Q2 2025 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Keystone Financial Group (Kentucky) held 5,475 shares of Reaves Utility Income Fund worth $223K as of Q2 2026.
Keystone Financial Group (Kentucky) bought 55 Reaves Utility Income Fund shares in Q2 2026, an estimated $2.3K.
Reaves Utility Income Fund made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #505 holding.
Keystone Financial Group (Kentucky) first reported a position in Reaves Utility Income Fund in Q2 2025 and has held it in 4 quarters since.
265 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.