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SageView Advisory Group’s Reaves Utility Income Fund UTG Stock Holding History

SageView Advisory 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
2025
Q4 		$303K Buy
8,272
+87
+1% +$3.31K 0.01% 488
2025
Q3 		$324K Buy
+8,185
New +$309K 0.01% 492

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 $377B AUM 19.32% 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 $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

SageView Advisory Group's UTG Position: Q4 2025 in Review

SageView Advisory Group increased its Reaves Utility Income Fund (UTG) stake by 1.1% in Q4 2025, buying an estimated $3.31K and bringing the position to 8,272 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #488.

SageView Advisory Group first reported a position in UTG in Q3 2025 and has held it in 2 quarters since. The position peaked at $324K in Q3 2025. 238 funds tracked by Wall St. Rank hold UTG as of Q4 2025.

  • SageView Advisory Group held 8,272 shares of Reaves Utility Income Fund worth $303K as of Q4 2025.
  • SageView Advisory Group bought 87 Reaves Utility Income Fund shares in Q4 2025, an estimated $3.31K.
  • Reaves Utility Income Fund made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #488 holding.
  • SageView Advisory Group first reported a position in Reaves Utility Income Fund in Q3 2025 and has held it in 2 quarters since.
  • SageView Advisory Group's Reaves Utility Income Fund position peaked at $324K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.