S
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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
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
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