Nabity-Jensen Investment Management’s Reaves Utility Income Fund UTG Stock Holding History

Nabity-Jensen Investment Management’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	$205K	Buy	+5,025	New	+$210K	0.13%	69

Other funds holding UTG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $351M AUM

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

JCFM

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

Nabity-Jensen Investment Management's UTG Position: Q2 2026 in Review

Nabity-Jensen Investment Management opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 5,025 shares worth $205K. The stake represents 0.13% of the portfolio and ranks #69 among its holdings.

186 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Nabity-Jensen Investment Management held 5,025 shares of Reaves Utility Income Fund worth $205K as of Q2 2026.
Reaves Utility Income Fund was a new Nabity-Jensen Investment Management position in Q2 2026.
Reaves Utility Income Fund made up 0.13% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #69 holding.
186 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.