Northwestern Mutual Wealth Management’s Reaves Utility Income Fund UTG Stock Holding History

Northwestern Mutual Wealth Management’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 Q1	$2.28M	Buy	58,129 +679	+1%	+$26.5K	﹤0.01%	1058
2025 Q4	$2.1M	Buy	57,450 +1,066	+2%	+$40.5K	﹤0.01%	1040
2025 Q3	$2.23M	Sell	56,384 -1,825	-3%	-$68.9K	﹤0.01%	972
2025 Q2	$2.11M	Buy	58,209 +4,089	+8%	+$137K	﹤0.01%	929
2025 Q1	$1.76M	Buy	54,120 +2,140	+4%	+$70.4K	﹤0.01%	946
2024 Q4	$1.65M	Sell	51,980 -2,555	-5%	-$84K	﹤0.01%	914
2024 Q3	$1.79M	Sell	54,535 -3,074	-5%	-$90.5K	﹤0.01%	888
2024 Q2	$1.57M	Buy	57,609 +2,933	+5%	+$79.9K	﹤0.01%	892
2024 Q1	$1.47M	Buy	54,676 +5,868	+12%	+$155K	﹤0.01%	882
2023 Q4	$1.31M	Sell	48,808 -6,202	-11%	-$159K	﹤0.01%	892
2023 Q3	$1.36M	Buy	55,010 +2,880	+6%	+$77.3K	﹤0.01%	838
2023 Q2	$1.43M	Buy	52,130 +6,362	+14%	+$178K	﹤0.01%	812
2023 Q1	$1.3M	Buy	45,768 +4,435	+11%	+$127K	﹤0.01%	819
2022 Q4	$1.17M	Sell	41,333 -1,649	-4%	-$46.4K	﹤0.01%	819
2022 Q3	$1.17M	Buy	42,982 +2,475	+6%	+$78.3K	﹤0.01%	786
2022 Q2	$1.26M	Buy	40,507 +567	+1%	+$18.7K	﹤0.01%	757
2022 Q1	$1.38M	Buy	39,940 +4,058	+11%	+$135K	﹤0.01%	742
2021 Q4	$1.26M	Buy	35,882 +1,078	+3%	+$36.3K	﹤0.01%	754
2021 Q3	$1.14M	Buy	34,804 +888	+3%	+$31.2K	﹤0.01%	722
2021 Q2	$1.16M	Sell	33,916 -434	-1%	-$15K	﹤0.01%	707
2021 Q1	$1.15M	Sell	34,350 -481	-1%	-$15.6K	﹤0.01%	652
2020 Q4	$1.14M	Sell	34,831 -1,272	-4%	-$41.7K	﹤0.01%	611
2020 Q3	$1.13M	Buy	36,103 +7,363	+26%	+$232K	﹤0.01%	557
2020 Q2	$867K	Buy	28,740 +5,523	+24%	+$170K	﹤0.01%	567
2020 Q1	$667K	Buy	23,217 +8,735	+60%	+$304K	﹤0.01%	564
2019 Q4	$537K	Buy	14,482 +6,343	+78%	+$232K	﹤0.01%	667
2019 Q3	$299K	Buy	8,139 +1,988	+32%	+$72.5K	﹤0.01%	763
2019 Q2	$220K	Buy	6,151 +2,916	+90%	+$101K	﹤0.01%	861
2019 Q1	$109K	Buy	3,235 +1,900	+142%	+$60K	﹤0.01%	1067
2018 Q4	$39K	Buy	1,335 +507	+61%	+$15.5K	﹤0.01%	1347
2018 Q3	$25K	Sell	828 -672	-45%	-$20.5K	﹤0.01%	1570
2018 Q2	$43K	Sell	1,500 -1,250	-45%	-$35.3K	﹤0.01%	1308
2018 Q1	$78K	Buy	2,750 +1,250	+83%	+$36.3K	﹤0.01%	1038
2017 Q4	$46K	Hold	1,500	–	–	﹤0.01%	1188
2017 Q3	$48K	Sell	1,500 -3,663	-71%	-$127K	﹤0.01%	1139
2017 Q2	$177K	Buy	5,163 +3,663	+244%	+$127K	﹤0.01%	707
2017 Q1	$49K	Buy	+1,500	New	+$49K	﹤0.01%	1039
2014 Q3	–	Sell	-2	Closed	–	–	1460
2014 Q2	$0	Hold	2	–	–	﹤0.01%	1393
2014 Q1	$0	Hold	2	–	–	﹤0.01%	1463
2013 Q4	$0	Buy	+2	New	+$49	﹤0.01%	1570

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Northwestern Mutual Wealth Management's UTG Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Reaves Utility Income Fund (UTG) stake by 1.2% in Q1 2026, buying an estimated $26.5K and bringing the position to 58,129 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Northwestern Mutual Wealth Management first reported a position in UTG in Q4 2013 and has held it in 40 quarters since. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

Northwestern Mutual Wealth Management held 58,129 shares of Reaves Utility Income Fund worth $2.28M as of Q1 2026.
Northwestern Mutual Wealth Management bought 679 Reaves Utility Income Fund shares in Q1 2026, an estimated $26.5K.
Reaves Utility Income Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1058 holding.
Northwestern Mutual Wealth Management first reported a position in Reaves Utility Income Fund in Q4 2013 and has held it in 40 quarters since.
240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.