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Prairie Advisory’s Reaves Utility Income Fund UTG Stock Holding History

Prairie Advisory’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
Q3 		$558K Buy
16,240
+8,185
+102% +$314K 0.06% 137
2026
Q2 		$328K Buy
+8,055
New +$336K 0.08% 133

Other funds holding UTG

GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Oak Family Advisors
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Prairie Advisory's UTG Position: Q3 2026 in Review

Prairie Advisory increased its Reaves Utility Income Fund (UTG) stake by 102% in Q3 2026, buying an estimated $314K and bringing the position to 16,240 shares worth $558K. The position accounts for 0.06% of the portfolio, ranked #137.

Prairie Advisory first reported a position in UTG in Q2 2026 and has held it in 2 quarters since. 71 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

  • Prairie Advisory held 16,240 shares of Reaves Utility Income Fund worth $558K as of Q3 2026.
  • Prairie Advisory bought 8,185 Reaves Utility Income Fund shares in Q3 2026, an estimated $314K.
  • Reaves Utility Income Fund made up 0.06% of Prairie Advisory's portfolio in Q3 2026, its #137 holding.
  • Prairie Advisory first reported a position in Reaves Utility Income Fund in Q2 2026 and has held it in 2 quarters since.
  • 71 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Prairie Advisory's 13F filing for Q3 2026, filed 19 Oct 2026.