Resources Management Corp’s Reaves Utility Income Fund UTG Stock Holding History

Resources Management Corp’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	–	Sell	-356	Closed	-$14K	–	362
2026 Q1	$14K	Hold	356	–	–	﹤0.01%	329
2025 Q4	$13K	Hold	356	–	–	﹤0.01%	342
2025 Q3	$14K	Hold	356	–	–	﹤0.01%	325
2025 Q2	$13K	Hold	356	–	–	﹤0.01%	341
2025 Q1	$12K	Buy	+356	New	+$11.7K	﹤0.01%	350

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

Resources Management Corp's UTG Position: Q2 2026 in Review

Resources Management Corp sold out of Reaves Utility Income Fund (UTG) in Q2 2026, closing a stake of 356 shares — an estimated $14K sold.

Resources Management Corp first reported a position in UTG in Q1 2025 and held it in 5 quarters. The position peaked at $14K in Q1 2026. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Resources Management Corp reported no remaining Reaves Utility Income Fund position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 356 Reaves Utility Income Fund shares in Q2 2026, an estimated $14K.
Resources Management Corp first reported a position in Reaves Utility Income Fund in Q1 2025 and held it in 5 quarters.
Resources Management Corp's Reaves Utility Income Fund position peaked at $14K in Q1 2026.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.