Morton Brown Family Wealth’s Reaves Utility Income Fund UTG Stock Holding History

Morton Brown Family Wealth’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	–	Sell	-160	Closed	-$6.28K	–	422
2026 Q1	$6.28K	Buy	160 +3	+2%	+$117	﹤0.01%	217
2025 Q4	$5.76K	Buy	157 +2	+1%	+$76	﹤0.01%	222
2025 Q3	$6.14K	Buy	155 +2	+1%	+$75	﹤0.01%	208
2025 Q2	$5.52K	Buy	+153	New	+$5.11K	﹤0.01%	233

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

Morton Brown Family Wealth's UTG Position: Q2 2026 in Review

Morton Brown Family Wealth sold out of Reaves Utility Income Fund (UTG) in Q2 2026, closing a stake of 160 shares — an estimated $6.28K sold.

Morton Brown Family Wealth first reported a position in UTG in Q2 2025 and held it in 4 quarters. The position peaked at $6.28K in Q1 2026. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Morton Brown Family Wealth reported no remaining Reaves Utility Income Fund position as of Q2 2026 after selling out during the quarter.
Morton Brown Family Wealth sold 160 Reaves Utility Income Fund shares in Q2 2026, an estimated $6.28K.
Morton Brown Family Wealth first reported a position in Reaves Utility Income Fund in Q2 2025 and held it in 4 quarters.
Morton Brown Family Wealth's Reaves Utility Income Fund position peaked at $6.28K in Q1 2026.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.