Nations Financial Group’s Reaves Utility Income Fund UTG Stock Holding History

Nations Financial Group’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	$728K	Buy	17,875 +2,300	+15%	+$96.1K	0.03%	454
2026 Q1	$612K	Hold	15,575	–	–	0.03%	496
2025 Q4	$570K	Hold	15,575	–	–	0.03%	487
2025 Q3	$617K	Hold	15,575	–	–	0.04%	441
2025 Q2	$564K	Hold	15,575	–	–	0.04%	425
2025 Q1	$507K	Hold	15,575	–	–	0.04%	423
2024 Q4	$494K	Sell	15,575 -100	-0.6%	-$3.29K	0.04%	440
2024 Q3	$514K	Buy	15,675 +675	+5%	+$19.9K	0.04%	427
2024 Q2	$410K	Hold	15,000	–	–	0.03%	462
2024 Q1	$404K	Buy	15,000 +3,295	+28%	+$86.9K	0.03%	473
2023 Q4	$313K	Sell	11,705 -68,444	-85%	-$1.75M	0.03%	507
2023 Q3	$1.98M	Sell	80,149 -7,971	-9%	-$214K	0.2%	125
2023 Q2	$2.42M	Sell	88,120 -3,133	-3%	-$87.7K	0.24%	102
2023 Q1	$2.59M	Buy	91,253 +1,404	+2%	+$40.3K	0.27%	96
2022 Q4	$2.54M	Sell	89,849 -7,677	-8%	-$216K	0.29%	88
2022 Q3	$2.66M	Buy	97,526 +3,575	+4%	+$113K	0.38%	58
2022 Q2	$2.91M	Buy	93,951 +1,475	+2%	+$48.7K	0.39%	58
2022 Q1	$3.2M	Sell	92,476 -8,072	-8%	-$268K	0.38%	55
2021 Q4	$3.53M	Buy	100,548 +3,547	+4%	+$119K	0.46%	43
2021 Q3	$3.18M	Buy	+97,001	New	+$3.41M	0.48%	40

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

Nations Financial Group's UTG Position: Q2 2026 in Review

Nations Financial Group increased its Reaves Utility Income Fund (UTG) stake by 15% in Q2 2026, buying an estimated $96.1K and bringing the position to 17,875 shares worth $728K. The position accounts for 0.03% of the portfolio, ranked #454.

Nations Financial Group first reported a position in UTG in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.53M in Q4 2021. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Nations Financial Group held 17,875 shares of Reaves Utility Income Fund worth $728K as of Q2 2026.
Nations Financial Group bought 2,300 Reaves Utility Income Fund shares in Q2 2026, an estimated $96.1K.
Reaves Utility Income Fund made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #454 holding.
Nations Financial Group first reported a position in Reaves Utility Income Fund in Q3 2021 and has held it in 20 quarters since.
Nations Financial Group's Reaves Utility Income Fund position peaked at $3.53M in Q4 2021.
262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.