NewEdge Advisors’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.46M | Buy |
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|
2025
Q2 | $4.04M | Buy |
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|
2025
Q1 | $2.56M | Buy |
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|
2024
Q4 | $1.85M | Buy |
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|
2024
Q3 | $1.67M | Sell |
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|
2024
Q2 | $1.92M | Sell |
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|
2024
Q1 | $2.7M | Buy |
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|
2023
Q4 | $832K | Buy |
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|
2023
Q3 | $1.9K | Sell |
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|
2023
Q2 | $211K | Buy |
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|
2023
Q1 | $2.15K | Sell |
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|
2022
Q4 | $22.6K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $216K | Buy |
|