PMG Family Office’s Reaves Utility Income Fund UTG Stock Holding History

PMG Family Office’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	$1.06M	Buy	25,948 +236	+0.9%	+$9.86K	0.97%	40
2026 Q1	$1.01M	Buy	25,712 +245	+1%	+$9.58K	1.13%	33
2025 Q4	$932K	Buy	25,467 +125	+0.5%	+$4.75K	1.08%	36
2025 Q3	$1M	Buy	+25,342	New	+$956K	1.12%	36

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

PMG Family Office's UTG Position: Q2 2026 in Review

PMG Family Office increased its Reaves Utility Income Fund (UTG) stake by 0.92% in Q2 2026, buying an estimated $9.86K and bringing the position to 25,948 shares worth $1.06M. The position accounts for 0.97% of the portfolio, ranked #40.

PMG Family Office first reported a position in UTG in Q3 2025 and has held it in 4 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

PMG Family Office held 25,948 shares of Reaves Utility Income Fund worth $1.06M as of Q2 2026.
PMG Family Office bought 236 Reaves Utility Income Fund shares in Q2 2026, an estimated $9.86K.
Reaves Utility Income Fund made up 0.97% of PMG Family Office's portfolio in Q2 2026, its #40 holding.
PMG Family Office first reported a position in Reaves Utility Income Fund in Q3 2025 and has held it in 4 quarters since.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.