SignatureFD’s Reaves Utility Income Fund UTG Stock Holding History

SignatureFD’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	$163K	Hold	4,000	–	–	﹤0.01%	1195
2026 Q1	$157K	Hold	4,000	–	–	﹤0.01%	1128
2025 Q4	$146K	Hold	4,000	–	–	﹤0.01%	1132
2025 Q3	$158K	Hold	4,000	–	–	﹤0.01%	1058
2025 Q2	$145K	Sell	4,000 -31	-0.8%	-$1.04K	﹤0.01%	1060
2025 Q1	$131K	Buy	4,031 +9	+0.2%	+$296	﹤0.01%	1077
2024 Q4	$127K	Buy	4,022 +501	+14%	+$16.5K	﹤0.01%	1106
2024 Q3	$116K	Sell	3,521 -250	-7%	-$7.36K	﹤0.01%	1154
2024 Q2	$103K	Sell	3,771 -1,602	-30%	-$43.6K	﹤0.01%	1148
2024 Q1	$145K	Buy	5,373 +3,751	+231%	+$99K	﹤0.01%	993
2023 Q4	$43.4K	Buy	1,622 +20	+1%	+$511	﹤0.01%	1538
2023 Q3	$39.5K	Sell	1,602 -2,000	-56%	-$53.7K	﹤0.01%	1508
2023 Q2	$98.8K	Hold	3,602	–	–	﹤0.01%	1060
2023 Q1	$102K	Buy	3,602 +2,000	+125%	+$57.4K	﹤0.01%	1031
2022 Q4	$45.3K	Hold	1,602	–	–	﹤0.01%	1423
2022 Q3	$44K	Hold	1,602	–	–	﹤0.01%	1334
2022 Q2	$50K	Hold	1,602	–	–	﹤0.01%	1298
2022 Q1	$55K	Hold	1,602	–	–	﹤0.01%	1332
2021 Q4	$56K	Buy	+1,602	New	+$54K	﹤0.01%	1281
2020 Q4	–	Sell	-1,050	Closed	-$33K	–	2714
2020 Q3	$33K	Buy	+1,050	New	+$33K	﹤0.01%	1160

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

SignatureFD's UTG Position: Q2 2026 in Review

SignatureFD held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 4,000 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

SignatureFD first reported a position in UTG in Q3 2020 and has held it in 20 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

SignatureFD held 4,000 shares of Reaves Utility Income Fund worth $163K as of Q2 2026.
SignatureFD left its Reaves Utility Income Fund share count unchanged in Q2 2026.
Reaves Utility Income Fund made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1195 holding.
SignatureFD first reported a position in Reaves Utility Income Fund in Q3 2020 and has held it in 20 quarters since.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.