LWA
UTG icon

Lowe Wealth Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Lowe Wealth Advisors’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
Q3 		$248K Hold
6,250
– – 0.09% 56
2025
Q2 		$226K Buy
6,250
+100
+2% +$3.34K 0.09% 55
2025
Q1 		$200K Sell
6,150
-400
-6% -$13.2K 0.09% 52
2024
Q4 		$208K Sell
6,550
-1,200
-15% -$39.5K 0.09% 52
2024
Q3 		$254K Hold
7,750
– – 0.11% 46
2024
Q2 		$212K Sell
7,750
-350
-4% -$9.53K 0.1% 46
2024
Q1 		$218K Buy
8,100
+100
+1% +$2.64K 0.1% 47
2023
Q4 		$214K Sell
8,000
-550
-6% -$14.1K 0.11% 51
2023
Q3 		$211K Sell
8,550
-350
-4% -$9.4K 0.11% 51
2023
Q2 		$244K Buy
8,900
+250
+3% +$7K 0.12% 46
2023
Q1 		$245K Buy
8,650
+450
+5% +$12.9K 0.13% 43
2022
Q4 		$232K Hold
8,200
– – 0.13% 44
2022
Q3 		$223K Buy
8,200
+450
+6% +$14.2K 0.13% 41
2022
Q2 		$240K Buy
7,750
+200
+3% +$6.6K 0.13% 40
2022
Q1 		$261K Buy
7,550
+150
+2% +$4.98K 0.12% 43
2021
Q4 		$260K Hold
7,400
– – 0.11% 40
2021
Q3 		$242K Buy
+7,400
New +$260K 0.11% 41

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
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 $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $57.3B AUM 18.32% 1-Year Est. Return

Lowe Wealth Advisors's UTG Position: Q3 2025 in Review

Lowe Wealth Advisors held its Reaves Utility Income Fund (UTG) position steady in Q3 2025 at 6,250 shares worth $248K. The position accounts for 0.09% of the portfolio, ranked #56.

Lowe Wealth Advisors first reported a position in UTG in Q3 2021 and has held it in 17 quarters since. The position peaked at $261K in Q1 2022. 238 funds tracked by Wall St. Rank hold UTG as of Q3 2025.

  • Lowe Wealth Advisors held 6,250 shares of Reaves Utility Income Fund worth $248K as of Q3 2025.
  • Lowe Wealth Advisors left its Reaves Utility Income Fund share count unchanged in Q3 2025.
  • Reaves Utility Income Fund made up 0.09% of Lowe Wealth Advisors's portfolio in Q3 2025, its #56 holding.
  • Lowe Wealth Advisors first reported a position in Reaves Utility Income Fund in Q3 2021 and has held it in 17 quarters since.
  • Lowe Wealth Advisors's Reaves Utility Income Fund position peaked at $261K in Q1 2022.
  • 238 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.