SL
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Salomon & Ludwin’s Reaves Utility Income Fund UTG Stock Holding History

Salomon & Ludwin’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 		$23.1K Hold
580
– – ﹤0.01% 985
2025
Q4 		$21.5K Hold
580
– – ﹤0.01% 846
2025
Q3 		$23.3K Hold
580
– – ﹤0.01% 721
2025
Q2 		$20.8K Hold
580
– – ﹤0.01% 382
2025
Q1 		$18.9K Hold
580
– – ﹤0.01% 370
2024
Q4 		$18.4K Hold
580
– – ﹤0.01% 366
2024
Q3 		$19K Hold
580
– – ﹤0.01% 376
2024
Q2 		$15.8K Hold
580
– – ﹤0.01% 392
2024
Q1 		$15.6K Hold
580
– – ﹤0.01% 498
2023
Q4 		$14.3K Hold
580
– – ﹤0.01% 454
2023
Q3 		$14.3K Buy
+580
New +$15.6K ﹤0.01% 453

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
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