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&Partners’s Reaves Utility Income Fund UTG Stock Holding History

&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
Q1 		$2.7M Buy
68,960
+23,390
+51% +$914K 0.01% 773
2025
Q4 		$1.67M Buy
45,570
+26,018
+133% +$989K 0.01% 950
2025
Q3 		$775K Buy
19,552
+8,311
+74% +$314K 0.01% 1208
2025
Q2 		$407K Buy
+11,241
New +$376K ﹤0.01% 1453

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

&Partners's UTG Position: Q1 2026 in Review

&Partners increased its Reaves Utility Income Fund (UTG) stake by 51% in Q1 2026, buying an estimated $914K and bringing the position to 68,960 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #773.

&Partners first reported a position in UTG in Q2 2025 and has held it in 4 quarters since. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • &Partners held 68,960 shares of Reaves Utility Income Fund worth $2.7M as of Q1 2026.
  • &Partners bought 23,390 Reaves Utility Income Fund shares in Q1 2026, an estimated $914K.
  • Reaves Utility Income Fund made up 0.01% of &Partners's portfolio in Q1 2026, its #773 holding.
  • &Partners first reported a position in Reaves Utility Income Fund in Q2 2025 and has held it in 4 quarters since.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.