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Resurgent Financial Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Resurgent Financial 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
2026
Q2 		$481K Buy
11,809
+3,416
+41% +$143K 0.13% 172
2026
Q1 		$330K Buy
+8,393
New +$328K 0.12% 193

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Resurgent Financial Advisors's UTG Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Reaves Utility Income Fund (UTG) stake by 41% in Q2 2026, buying an estimated $143K and bringing the position to 11,809 shares worth $481K. The position accounts for 0.13% of the portfolio, ranked #172.

Resurgent Financial Advisors first reported a position in UTG in Q1 2026 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Resurgent Financial Advisors held 11,809 shares of Reaves Utility Income Fund worth $481K as of Q2 2026.
  • Resurgent Financial Advisors bought 3,416 Reaves Utility Income Fund shares in Q2 2026, an estimated $143K.
  • Reaves Utility Income Fund made up 0.13% of Resurgent Financial Advisors's portfolio in Q2 2026, its #172 holding.
  • Resurgent Financial Advisors first reported a position in Reaves Utility Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.