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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
Q2 		$2.88M Buy
70,610
+1,650
+2% +$68.9K 0.01% 825
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 $1.55T 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

&Partners's UTG Position: Q2 2026 in Review

&Partners increased its Reaves Utility Income Fund (UTG) stake by 2.4% in Q2 2026, buying an estimated $68.9K and bringing the position to 70,610 shares worth $2.88M. The position accounts for 0.01% of the portfolio, ranked #825.

&Partners first reported a position in UTG in Q2 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • &Partners held 70,610 shares of Reaves Utility Income Fund worth $2.88M as of Q2 2026.
  • &Partners bought 1,650 Reaves Utility Income Fund shares in Q2 2026, an estimated $68.9K.
  • Reaves Utility Income Fund made up 0.01% of &Partners's portfolio in Q2 2026, its #825 holding.
  • &Partners first reported a position in Reaves Utility Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.