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

MAI 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 		$809K Buy
19,856
+2,939
+17% +$123K ﹤0.01% 1078
2026
Q1 		$664K Sell
16,917
-192
-1% -$7.5K ﹤0.01% 914
2025
Q4 		$626K Buy
17,109
+5,600
+49% +$213K ﹤0.01% 893
2025
Q3 		$456K Buy
11,509
+6,277
+120% +$237K ﹤0.01% 948
2025
Q2 		$189K Buy
5,232
+36
+0.7% +$1.2K ﹤0.01% 1209
2025
Q1 		$169K Buy
5,196
+2,015
+63% +$66.3K ﹤0.01% 1182
2024
Q4 		$101K Buy
+3,181
New +$105K ﹤0.01% 1433

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

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

MAI Capital Management increased its Reaves Utility Income Fund (UTG) stake by 17% in Q2 2026, buying an estimated $123K and bringing the position to 19,856 shares worth $809K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

MAI Capital Management first reported a position in UTG in Q4 2024 and has held it in 7 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • MAI Capital Management held 19,856 shares of Reaves Utility Income Fund worth $809K as of Q2 2026.
  • MAI Capital Management bought 2,939 Reaves Utility Income Fund shares in Q2 2026, an estimated $123K.
  • Reaves Utility Income Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1078 holding.
  • MAI Capital Management first reported a position in Reaves Utility Income Fund in Q4 2024 and has held it in 7 quarters since.
  • 263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.