KFGK
UTG icon

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
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
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

Keystone Financial Group (Kentucky)'s UTG Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) opened a new position in Reaves Utility Income Fund (UTG) in Q1 2026: 5,420 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #476 among its holdings. This is a return to the name: Keystone Financial Group (Kentucky) previously reported a position in UTG as recently as Q3 2025.

Keystone Financial Group (Kentucky) first reported a position in UTG in Q2 2025 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Keystone Financial Group (Kentucky) held 5,420 shares of Reaves Utility Income Fund worth $213K as of Q1 2026.
  • Reaves Utility Income Fund was a new Keystone Financial Group (Kentucky) position in Q1 2026.
  • Reaves Utility Income Fund made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #476 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Reaves Utility Income Fund in Q2 2025 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.