Pinnacle Financial Partners (Georgia)’s Reaves Utility Income Fund UTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-5,379
Closed -$211K 1156
2026
Q1
$211K Buy
+5,379
New +$210K ﹤0.01% 1037

Other funds holding UTG

Pinnacle Financial Partners (Georgia)'s UTG Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) sold out of Reaves Utility Income Fund (UTG) in Q2 2026, closing a stake of 5,379 shares — an estimated $211K sold.

Pinnacle Financial Partners (Georgia) first reported a position in UTG in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) reported no remaining Reaves Utility Income Fund position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Financial Partners (Georgia) sold 5,379 Reaves Utility Income Fund shares in Q2 2026, an estimated $211K.
  • Pinnacle Financial Partners (Georgia) first reported a position in Reaves Utility Income Fund in Q1 2026 and held it in 1 quarter.
  • Pinnacle Financial Partners (Georgia)'s Reaves Utility Income Fund position peaked at $211K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.