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Osbon Capital Management’s Reaves Utility Income Fund UTG Stock Holding History

Osbon Capital 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
Q2 		– Sell
-992
Closed -$39K – 525
2026
Q1 		$39K Buy
+992
New +$38.8K 0.03% 171

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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

Osbon Capital Management's UTG Position: Q2 2026 in Review

Osbon Capital Management sold out of Reaves Utility Income Fund (UTG) in Q2 2026, closing a stake of 992 shares — an estimated $39K sold.

Osbon Capital Management first reported a position in UTG in Q1 2026 and held it in 1 quarter. The position peaked at $39K in Q1 2026. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Osbon Capital Management reported no remaining Reaves Utility Income Fund position as of Q2 2026 after selling out during the quarter.
  • Osbon Capital Management sold 992 Reaves Utility Income Fund shares in Q2 2026, an estimated $39K.
  • Osbon Capital Management first reported a position in Reaves Utility Income Fund in Q1 2026 and held it in 1 quarter.
  • Osbon Capital Management's Reaves Utility Income Fund position peaked at $39K in Q1 2026.
  • 263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.