Mercer Global Advisors
UTG icon

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
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

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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