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Nemes Rush Group’s Reaves Utility Income Fund UTG Stock Holding History

Nemes Rush 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 		$81.4K Buy
2,000
+500
+33% +$20.9K 0.01% 309
2026
Q1 		$58.9K Buy
+1,500
New +$58.6K 0.01% 334

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

Nemes Rush Group's UTG Position: Q2 2026 in Review

Nemes Rush Group increased its Reaves Utility Income Fund (UTG) stake by 33% in Q2 2026, buying an estimated $20.9K and bringing the position to 2,000 shares worth $81.4K. The position accounts for 0.01% of the portfolio, ranked #309.

Nemes Rush Group first reported a position in UTG in Q1 2026 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Nemes Rush Group held 2,000 shares of Reaves Utility Income Fund worth $81.4K as of Q2 2026.
  • Nemes Rush Group bought 500 Reaves Utility Income Fund shares in Q2 2026, an estimated $20.9K.
  • Reaves Utility Income Fund made up 0.01% of Nemes Rush Group's portfolio in Q2 2026, its #309 holding.
  • Nemes Rush Group first reported a position in Reaves Utility Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 264 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.