RFP
UTG icon

Root Financial Partners’s Reaves Utility Income Fund UTG Stock Holding History

Root Financial Partners’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
Q1 		– Sell
-383
Closed -$14K – 3550
2025
Q4 		$14K Buy
+383
New +$14.6K ﹤0.01% 1351

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Root Financial Partners's UTG Position: Q1 2026 in Review

Root Financial Partners sold out of Reaves Utility Income Fund (UTG) in Q1 2026, closing a stake of 383 shares — an estimated $14K sold.

Root Financial Partners first reported a position in UTG in Q4 2025 and held it in 1 quarter. The position peaked at $14K in Q4 2025. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Root Financial Partners reported no remaining Reaves Utility Income Fund position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 383 Reaves Utility Income Fund shares in Q1 2026, an estimated $14K.
  • Root Financial Partners first reported a position in Reaves Utility Income Fund in Q4 2025 and held it in 1 quarter.
  • Root Financial Partners's Reaves Utility Income Fund position peaked at $14K in Q4 2025.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.