Mercer Global Advisors
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Mercer Global Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Mercer Global 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 		$789K Buy
19,387
+1,970
+11% +$82.3K ﹤0.01% 1934
2026
Q1 		$684K Buy
17,417
+1,659
+11% +$64.9K ﹤0.01% 1774
2025
Q4 		$576K Sell
15,758
-11
-0.1% -$418 ﹤0.01% 1772
2025
Q3 		$625K Buy
15,769
+920
+6% +$34.7K ﹤0.01% 1627
2025
Q2 		$537K Buy
14,849
+3,091
+26% +$103K ﹤0.01% 1537
2025
Q1 		$383K Sell
11,758
-953
-7% -$31.3K ﹤0.01% 1626
2024
Q4 		$403K Sell
12,711
-38,334
-75% -$1.26M ﹤0.01% 1574
2024
Q3 		$1.68M Buy
51,045
+800
+2% +$23.6K ﹤0.01% 820
2024
Q2 		$1.37M Sell
50,245
-5,953
-11% -$162K ﹤0.01% 834
2024
Q1 		$264K Buy
56,198
+6,426
+13% +$170K ﹤0.01% 1641
2023
Q4 		$50K Buy
+49,772
New +$1.27M ﹤0.01% 1958
2022
Q2 		– Sell
-6,731
Closed -$233K – 1928
2022
Q1 		$233K Buy
6,731
+460
+7% +$15.3K ﹤0.01% 1642
2021
Q4 		$220K Buy
+6,271
New +$211K ﹤0.01% 1610

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

Mercer Global Advisors's UTG Position: Q2 2026 in Review

Mercer Global Advisors increased its Reaves Utility Income Fund (UTG) stake by 11% in Q2 2026, buying an estimated $82.3K and bringing the position to 19,387 shares worth $789K. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Mercer Global Advisors first reported a position in UTG in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.68M in Q3 2024. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Mercer Global Advisors held 19,387 shares of Reaves Utility Income Fund worth $789K as of Q2 2026.
  • Mercer Global Advisors bought 1,970 Reaves Utility Income Fund shares in Q2 2026, an estimated $82.3K.
  • Reaves Utility Income Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1934 holding.
  • Mercer Global Advisors first reported a position in Reaves Utility Income Fund in Q4 2021 and has held it in 13 quarters since.
  • Mercer Global Advisors's Reaves Utility Income Fund position peaked at $1.68M in Q3 2024.
  • 263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.