OWP
UTG icon

ORG Wealth Partners’s Reaves Utility Income Fund UTG Stock Holding History

ORG Wealth Partners’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
Q2 		$1.87M Buy
45,894
+8,583
+23% +$358K 0.28% 49
2026
Q1 		$1.47M Buy
37,311
+3,297
+10% +$129K 0.29% 53
2025
Q4 		$1.24M Buy
34,014
+33,414
+5,569% +$1.27M 0.29% 58
2025
Q3 		$23.8K Buy
600
+9
+2% +$340 0.01% 377
2025
Q2 		$21.4K Buy
591
+10
+2% +$334 0.01% 427
2025
Q1 		$19.1K Buy
+581
New +$19.1K 0.01% 455

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

ORG Wealth Partners's UTG Position: Q2 2026 in Review

ORG Wealth Partners increased its Reaves Utility Income Fund (UTG) stake by 23% in Q2 2026, buying an estimated $358K and bringing the position to 45,894 shares worth $1.87M. The position accounts for 0.28% of the portfolio, ranked #49.

ORG Wealth Partners first reported a position in UTG in Q1 2025 and has held it in 6 quarters since. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • ORG Wealth Partners held 45,894 shares of Reaves Utility Income Fund worth $1.87M as of Q2 2026.
  • ORG Wealth Partners bought 8,583 Reaves Utility Income Fund shares in Q2 2026, an estimated $358K.
  • Reaves Utility Income Fund made up 0.28% of ORG Wealth Partners's portfolio in Q2 2026, its #49 holding.
  • ORG Wealth Partners first reported a position in Reaves Utility Income Fund in Q1 2025 and has held it in 6 quarters since.
  • 262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.