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Maridea Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Maridea Wealth 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
Q1 		$621K Buy
15,812
+578
+4% +$22.6K 0.09% 222
2025
Q4 		$557K Buy
15,234
+425
+3% +$16.2K 0.08% 230
2025
Q3 		$578K Sell
14,809
-501
-3% -$18.9K 0.09% 216
2025
Q2 		$554K Buy
15,310
+282
+2% +$9.42K 0.14% 136
2025
Q1 		$489K Buy
15,028
+506
+3% +$16.6K 0.16% 125
2024
Q4 		$460K Buy
+14,522
New +$478K 0.15% 124

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
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 $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Maridea Wealth Management's UTG Position: Q1 2026 in Review

Maridea Wealth Management increased its Reaves Utility Income Fund (UTG) stake by 3.8% in Q1 2026, buying an estimated $22.6K and bringing the position to 15,812 shares worth $621K. The position accounts for 0.09% of the portfolio, ranked #222.

Maridea Wealth Management first reported a position in UTG in Q4 2024 and has held it in 6 quarters since. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Maridea Wealth Management held 15,812 shares of Reaves Utility Income Fund worth $621K as of Q1 2026.
  • Maridea Wealth Management bought 578 Reaves Utility Income Fund shares in Q1 2026, an estimated $22.6K.
  • Reaves Utility Income Fund made up 0.09% of Maridea Wealth Management's portfolio in Q1 2026, its #222 holding.
  • Maridea Wealth Management first reported a position in Reaves Utility Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.