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

Newbridge Financial Services 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
2025
Q4 		– Sell
-29,296
Closed -$1.16M – 1436
2025
Q3 		$1.16M Buy
29,296
+7,013
+31% +$265K 0.17% 102
2025
Q2 		$806K Buy
+22,283
New +$744K 0.13% 129

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Newbridge Financial Services Group's UTG Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Reaves Utility Income Fund (UTG) in Q4 2025, closing a stake of 29,296 shares — an estimated $1.16M sold.

Newbridge Financial Services Group first reported a position in UTG in Q2 2025 and held it in 2 quarters. The position peaked at $1.16M in Q3 2025. 238 funds tracked by Wall St. Rank hold UTG as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Reaves Utility Income Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 29,296 Reaves Utility Income Fund shares in Q4 2025, an estimated $1.16M.
  • Newbridge Financial Services Group first reported a position in Reaves Utility Income Fund in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Reaves Utility Income Fund position peaked at $1.16M in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.