RE Dickinson Investment Advisors’s Reaves Utility Income Fund UTG Stock Holding History

RE Dickinson Investment Advisors’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
2024 Q4	$200	Buy	+5	New	+$164	﹤0.01%	275

Other funds holding UTG

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

RE Dickinson Investment Advisors's UTG Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in Reaves Utility Income Fund (UTG) in Q4 2024: 5 shares worth $200. The stake represents ﹤0.01% of the portfolio and ranks #275 among its holdings.

201 funds tracked by Wall St. Rank hold UTG as of Q4 2024.

RE Dickinson Investment Advisors held 5 shares of Reaves Utility Income Fund worth $200 as of Q4 2024.
Reaves Utility Income Fund was a new RE Dickinson Investment Advisors position in Q4 2024.
Reaves Utility Income Fund made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #275 holding.
201 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.