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
2026 Q2	$352K	Buy	+8,637	New	+$361K	0.02%	534
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 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

Landscape Capital Management's UTG Position: Q2 2026 in Review

Landscape Capital Management opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 8,637 shares worth $352K. The stake represents 0.02% of the portfolio and ranks #534 among its holdings. This is a return to the name: Landscape Capital Management previously reported a position in UTG as recently as Q1 2025.

Landscape Capital Management first reported a position in UTG in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.39M in Q4 2023. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Landscape Capital Management held 8,637 shares of Reaves Utility Income Fund worth $352K as of Q2 2026.
Reaves Utility Income Fund was a new Landscape Capital Management position in Q2 2026.
Reaves Utility Income Fund made up 0.02% of Landscape Capital Management's portfolio in Q2 2026, its #534 holding.
Landscape Capital Management first reported a position in Reaves Utility Income Fund in Q4 2020 and has held it in 8 quarters since.
Landscape Capital Management's Reaves Utility Income Fund position peaked at $1.39M in Q4 2023.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Landscape Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.