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Landscape Capital Management’s Reaves Utility Income Fund UTG Stock Holding History

Landscape Capital Management’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
2025
Q2 		– Sell
-29,554
Closed -$962K – 831
2025
Q1 		$962K Buy
29,554
+6,887
+30% +$226K 0.09% 303
2024
Q4 		$718K Buy
22,667
+6,849
+43% +$225K 0.08% 344
2024
Q3 		$519K Buy
+15,818
New +$466K 0.05% 390
2024
Q2 		– Sell
-15,680
Closed -$423K – 903
2024
Q1 		$423K Sell
15,680
-36,236
-70% -$956K 0.04% 469
2023
Q4 		$1.39M Buy
+51,916
New +$1.33M 0.12% 167
2023
Q1 		– Sell
-15,660
Closed -$443K – 790
2022
Q4 		$443K Buy
+15,660
New +$441K 0.07% 289
2021
Q1 		– Sell
-29,979
Closed -$983K – 541
2020
Q4 		$983K Buy
+29,979
New +$982K 0.16% 130

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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return