Oliver Lagore Vanvalin Investment Group’s Reaves Utility Income Fund UTG Stock Holding History

Oliver Lagore Vanvalin Investment 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 Q2	$123K	Buy	+3,795	New	+$127K	0.05%	174
2024 Q4	$120K	Hold	3,795	–	–	0.03%	161
2024 Q3	$125K	Hold	3,795	–	–	0.03%	159
2024 Q2	$104K	Hold	3,795	–	–	0.03%	164
2024 Q1	$102K	Hold	3,795	–	–	0.03%	173
2023 Q4	$101K	Hold	3,795	–	–	0.04%	149
2023 Q3	$93.5K	Buy	3,795 +500	+15%	+$13.4K	0.04%	170
2023 Q2	$90.3K	Hold	3,295	–	–	0.03%	180
2023 Q1	$93.5K	Hold	3,295	–	–	0.04%	132
2022 Q4	$93.2K	Buy	3,295 +1,200	+57%	+$33.8K	0.05%	125
2022 Q3	$57K	Buy	+2,095	New	+$66.3K	0.04%	156

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

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

Oliver Lagore Vanvalin Investment Group's UTG Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Reaves Utility Income Fund (UTG) in Q2 2025: 3,795 shares worth $123K. The stake represents 0.05% of the portfolio and ranks #174 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in UTG as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in UTG in Q3 2022 and has held it in 11 quarters since. The position peaked at $125K in Q3 2024. 219 funds tracked by Wall St. Rank hold UTG as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 3,795 shares of Reaves Utility Income Fund worth $123K as of Q2 2025.
Reaves Utility Income Fund was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Reaves Utility Income Fund made up 0.05% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #174 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Reaves Utility Income Fund in Q3 2022 and has held it in 11 quarters since.
Oliver Lagore Vanvalin Investment Group's Reaves Utility Income Fund position peaked at $125K in Q3 2024.
219 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.