MCF Advisors’s Reaves Utility Income Fund UTG Stock Holding History

MCF 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
2026 Q2	$5.09K	Buy	125 +25	+25%	+$1.04K	﹤0.01%	1155
2026 Q1	$3.93K	Buy	+100	New	+$3.91K	﹤0.01%	1124

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

MCF Advisors's UTG Position: Q2 2026 in Review

MCF Advisors increased its Reaves Utility Income Fund (UTG) stake by 25% in Q2 2026, buying an estimated $1.04K and bringing the position to 125 shares worth $5.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

MCF Advisors first reported a position in UTG in Q1 2026 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

MCF Advisors held 125 shares of Reaves Utility Income Fund worth $5.09K as of Q2 2026.
MCF Advisors bought 25 Reaves Utility Income Fund shares in Q2 2026, an estimated $1.04K.
Reaves Utility Income Fund made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #1155 holding.
MCF Advisors first reported a position in Reaves Utility Income Fund in Q1 2026 and has held it in 2 quarters since.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.