Principal Securities’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
6,751
+123
| +2% | +$4.45K | ﹤0.01% | 1144 |
|
|
2025
Q1 | $210K | Hold |
6,628
| – | – | ﹤0.01% | 1115 |
|
|
2024
Q4 | $210K | Buy |
6,628
+280
| +4% | +$8.87K | ﹤0.01% | 1114 |
|
|
2024
Q3 | $208K | Buy |
6,348
+2,850
| +81% | +$93.5K | 0.01% | 1090 |
|
|
2024
Q2 | $95.6K | Buy |
3,498
+9
| +0.3% | +$246 | ﹤0.01% | 1349 |
|
|
2024
Q1 | $94.1K | Buy |
3,489
+85
| +2% | +$2.29K | ﹤0.01% | 1301 |
|
|
2023
Q4 | $91K | Buy |
+3,404
| New | +$91K | ﹤0.01% | 1223 |
|