OIM
Orca Investment Management’s Reaves Utility Income Fund UTG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
9,775
| – | – | 0.32% | 52 |
|
|
2025
Q1 | $318K | Hold |
9,775
| – | – | 0.32% | 53 |
|
|
2024
Q4 | $310K | Sell |
9,775
-823
| -8% | -$26.1K | 0.29% | 52 |
|
|
2024
Q3 | $348K | Hold |
10,598
| – | – | 0.31% | 54 |
|
|
2024
Q2 | $290K | Buy |
+10,598
| New | +$290K | 0.28% | 54 |
|