Russell Investments Group
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Russell Investments Group’s Reaves Utility Income Fund UTG Stock Holding History

Russell Investments Group’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
-3
Closed -$110 – 4328
2025
Q4 		$110 Sell
3
-117
-98% -$4.45K ﹤0.01% 4116
2025
Q3 		$4.75K Buy
+120
New +$4.53K ﹤0.01% 3909

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Russell Investments Group's UTG Position: Q1 2026 in Review

Russell Investments Group sold out of Reaves Utility Income Fund (UTG) in Q1 2026, closing a stake of 3 shares — an estimated $110 sold.

Russell Investments Group first reported a position in UTG in Q3 2025 and held it in 2 quarters. The position peaked at $4.75K in Q3 2025. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Russell Investments Group reported no remaining Reaves Utility Income Fund position as of Q1 2026 after selling out during the quarter.
  • Russell Investments Group sold 3 Reaves Utility Income Fund shares in Q1 2026, an estimated $110.
  • Russell Investments Group first reported a position in Reaves Utility Income Fund in Q3 2025 and held it in 2 quarters.
  • Russell Investments Group's Reaves Utility Income Fund position peaked at $4.75K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.