Nemes Rush Group
UTG icon

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
Q3 		$68.7K Hold
2,000
– – 0.01% 313
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Oak Family Advisors
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Nemes Rush Group's UTG Position: Q3 2026 in Review

Nemes Rush Group held its Reaves Utility Income Fund (UTG) position steady in Q3 2026 at 2,000 shares worth $68.7K. The position accounts for 0.01% of the portfolio, ranked #313.

Nemes Rush Group first reported a position in UTG in Q1 2026 and has held it in 3 quarters since. The position peaked at $81.4K in Q2 2026. 163 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

  • Nemes Rush Group held 2,000 shares of Reaves Utility Income Fund worth $68.7K as of Q3 2026.
  • Nemes Rush Group left its Reaves Utility Income Fund share count unchanged in Q3 2026.
  • Reaves Utility Income Fund made up 0.01% of Nemes Rush Group's portfolio in Q3 2026, its #313 holding.
  • Nemes Rush Group first reported a position in Reaves Utility Income Fund in Q1 2026 and has held it in 3 quarters since.
  • Nemes Rush Group's Reaves Utility Income Fund position peaked at $81.4K in Q2 2026.
  • 163 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Nemes Rush Group's 13F filing for Q3 2026, filed 4 Nov 2026.