SC
UTG icon

Savant Capital’s Reaves Utility Income Fund UTG Stock Holding History

Savant Capital’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 		$620K Buy
15,518
+7,595
+96% +$317K ﹤0.01% 1111
2026
Q1 		$311K Buy
7,923
+2,109
+36% +$82.4K ﹤0.01% 1158
2025
Q4 		$213K Hold
5,814
– – ﹤0.01% 1261
2025
Q3 		$230K Sell
5,814
-328
-5% -$12.4K ﹤0.01% 1168
2025
Q2 		$222K Buy
+6,142
New +$205K ﹤0.01% 1110
2024
Q4 		– Sell
-12,284
Closed -$403K – 1509
2024
Q3 		$403K Buy
+12,284
New +$362K ﹤0.01% 970

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

Savant Capital's UTG Position: Q2 2026 in Review

Savant Capital increased its Reaves Utility Income Fund (UTG) stake by 96% in Q2 2026, buying an estimated $317K and bringing the position to 15,518 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Savant Capital first reported a position in UTG in Q3 2024 and has held it in 6 quarters since. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Savant Capital held 15,518 shares of Reaves Utility Income Fund worth $620K as of Q2 2026.
  • Savant Capital bought 7,595 Reaves Utility Income Fund shares in Q2 2026, an estimated $317K.
  • Reaves Utility Income Fund made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1111 holding.
  • Savant Capital first reported a position in Reaves Utility Income Fund in Q3 2024 and has held it in 6 quarters since.
  • 262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.