LIM
UTG icon

Leavell Investment Management’s Reaves Utility Income Fund UTG Stock Holding History

Leavell Investment 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
-7,848
Closed -$255K – 590
2025
Q1 		$255K Buy
+7,848
New +$258K 0.01% 486

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Leavell Investment Management's UTG Position: Q2 2025 in Review

Leavell Investment Management sold out of Reaves Utility Income Fund (UTG) in Q2 2025, closing a stake of 7,848 shares — an estimated $255K sold.

Leavell Investment Management first reported a position in UTG in Q1 2025 and held it in 1 quarter. The position peaked at $255K in Q1 2025. 219 funds tracked by Wall St. Rank hold UTG as of Q2 2025.

  • Leavell Investment Management reported no remaining Reaves Utility Income Fund position as of Q2 2025 after selling out during the quarter.
  • Leavell Investment Management sold 7,848 Reaves Utility Income Fund shares in Q2 2025, an estimated $255K.
  • Leavell Investment Management first reported a position in Reaves Utility Income Fund in Q1 2025 and held it in 1 quarter.
  • Leavell Investment Management's Reaves Utility Income Fund position peaked at $255K in Q1 2025.
  • 219 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2025.

Based on Leavell Investment Management's 13F filing for Q2 2025, filed 31 Jul 2025.