MML Investors Services
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MML Investors Services’s Reaves Utility Income Fund UTG Stock Holding History

MML Investors Services’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 		$1.45M Buy
35,583
+4,767
+15% +$199K ﹤0.01% 1768
2026
Q1 		$1.21M Sell
30,816
-38
-0.1% -$1.49K ﹤0.01% 1645
2025
Q4 		$1.13M Buy
30,854
+5,618
+22% +$214K ﹤0.01% 1734
2025
Q3 		$1,000K Buy
25,236
+7,578
+43% +$286K ﹤0.01% 1721
2025
Q2 		$639K Sell
17,658
-3,490
-17% -$117K ﹤0.01% 1937
2025
Q1 		$688K Buy
21,148
+5,142
+32% +$169K ﹤0.01% 1808
2024
Q4 		$507K Buy
16,006
+28
+0.2% +$921 ﹤0.01% 1911
2024
Q3 		$524K Buy
15,978
+6,698
+72% +$197K ﹤0.01% 1826
2024
Q2 		$254K Buy
9,280
+396
+4% +$10.8K ﹤0.01% 2198
2024
Q1 		$240K Buy
+8,884
New +$234K ﹤0.01% 2262
2023
Q3 		– Sell
-8,105
Closed -$222K – 2388
2023
Q2 		$222K Sell
8,105
-125
-2% -$3.5K ﹤0.01% 2111
2023
Q1 		$234K Buy
8,230
+67
+0.8% +$1.92K ﹤0.01% 1825
2022
Q4 		$231K Sell
8,163
-116
-1% -$3.27K ﹤0.01% 1950
2022
Q3 		$226K Buy
8,279
+109
+1% +$3.45K ﹤0.01% 1863
2022
Q2 		$253K Buy
8,170
+285
+4% +$9.4K ﹤0.01% 1775
2022
Q1 		$273K Buy
7,885
+1,246
+19% +$41.4K ﹤0.01% 1788
2021
Q4 		$233K Sell
6,639
-824
-11% -$27.8K ﹤0.01% 1841
2021
Q3 		$245K Buy
7,463
+42
+0.6% +$1.48K ﹤0.01% 1750
2021
Q2 		$255K Sell
7,421
-373
-5% -$12.9K ﹤0.01% 1700
2021
Q1 		$261K Sell
7,794
-5,489
-41% -$178K ﹤0.01% 1586
2020
Q4 		$436K Buy
+13,283
New +$435K ﹤0.01% 1224
2020
Q3 		– Sell
-11,367
Closed -$343K – 1614
2020
Q2 		$343K Sell
11,367
-13,394
-54% -$413K ﹤0.01% 1172
2020
Q1 		$712K Sell
24,761
-4,428
-15% -$154K 0.01% 731
2019
Q4 		$1.08M Buy
29,189
+6,681
+30% +$245K 0.02% 690
2019
Q3 		$826K Buy
22,508
+12,880
+134% +$470K 0.01% 742
2019
Q2 		$345K Buy
9,628
+49
+0.5% +$1.69K ﹤0.01% 1210
2019
Q1 		$323K Sell
9,579
-173
-2% -$5.46K 0.01% 1236
2018
Q4 		$287K Buy
+9,752
New +$298K 0.01% 1198

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

MML Investors Services's UTG Position: Q2 2026 in Review

MML Investors Services increased its Reaves Utility Income Fund (UTG) stake by 15% in Q2 2026, buying an estimated $199K and bringing the position to 35,583 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

MML Investors Services first reported a position in UTG in Q4 2018 and has held it in 28 quarters since. 265 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • MML Investors Services held 35,583 shares of Reaves Utility Income Fund worth $1.45M as of Q2 2026.
  • MML Investors Services bought 4,767 Reaves Utility Income Fund shares in Q2 2026, an estimated $199K.
  • Reaves Utility Income Fund made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #1768 holding.
  • MML Investors Services first reported a position in Reaves Utility Income Fund in Q4 2018 and has held it in 28 quarters since.
  • 265 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.