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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$625K Buy
2025
Q2 		$537K Buy
2025
Q1 		$383K Sell
2024
Q4 		$403K Sell
2024
Q3 		$1.68M Buy
2024
Q2 		$1.37M Sell
2024
Q1 		$264K Buy
2023
Q4 		$50K Buy
2022
Q2 		– Sell
2022
Q1 		$233K Buy
2021
Q4 		$220K Buy