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Sowell Financial Services’s Reaves Utility Income Fund UTG Stock Holding History

Sowell Financial Services’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 		$1.33M Sell
32,738
-6,405
-16% -$268K 0.04% 395
2026
Q1 		$1.54M Sell
39,143
-15,583
-28% -$609K 0.06% 355
2025
Q4 		$2M Sell
54,726
-4,143
-7% -$158K 0.07% 277
2025
Q3 		$2.33M Buy
58,869
+1,260
+2% +$47.5K 0.09% 249
2025
Q2 		$2.08M Sell
57,609
-342
-0.6% -$11.4K 0.08% 252
2025
Q1 		$1.89M Buy
57,951
+686
+1% +$22.6K 0.09% 250
2024
Q4 		$1.81M Buy
57,265
+2,127
+4% +$69.9K 0.1% 230
2024
Q3 		$1.81M Buy
55,138
+681
+1% +$20K 0.08% 255
2024
Q2 		$1.49M Sell
54,457
-4,762
-8% -$130K 0.07% 274
2024
Q1 		$1.6M Buy
59,219
+341
+0.6% +$9K 0.08% 269
2023
Q4 		$1.59M Buy
58,878
+798
+1% +$20.4K 0.09% 254
2023
Q3 		$1.43M Sell
58,080
-17,138
-23% -$460K 0.09% 248
2023
Q2 		$2.06M Buy
75,218
+17,583
+31% +$492K 0.11% 211
2023
Q1 		$1.64M Sell
57,635
-17,001
-23% -$488K 0.13% 191
2022
Q4 		$2.12M Buy
74,636
+15,078
+25% +$424K 0.14% 180
2022
Q3 		$1.62M Buy
59,558
+885
+2% +$28K 0.16% 162
2022
Q2 		$1.82M Buy
+58,673
New +$1.94M 0.17% 115
2022
Q1 		– Sell
-40,135
Closed -$1.41M – 502
2021
Q4 		$1.41M Sell
40,135
-16,041
-29% -$540K 0.08% 267
2021
Q3 		$1.84M Sell
56,176
-6,797
-11% -$239K 0.12% 191
2021
Q2 		$2.16M Sell
62,973
-24,004
-28% -$832K 0.14% 176
2021
Q1 		$3.02M Buy
86,977
+3,966
+5% +$129K 0.11% 182
2020
Q4 		$2.72M Buy
83,011
+3,434
+4% +$112K 0.12% 156
2020
Q3 		$2.49M Sell
79,577
-549
-0.7% -$17.3K 0.12% 146
2020
Q2 		$2.42M Buy
80,126
+562
+0.7% +$17.3K 0.13% 149
2020
Q1 		$2.29M Buy
79,564
+4,304
+6% +$150K 0.17% 137
2019
Q4 		$2.79M Buy
75,260
+5,953
+9% +$218K 0.21% 102
2019
Q3 		$2.54M Buy
+69,307
New +$2.53M 0.21% 101
2019
Q1 		$1.85M Buy
54,881
+10,956
+25% +$346K 0.21% 111
2018
Q4 		$1.29M Buy
43,925
+7,637
+21% +$233K 0.18% 117
2018
Q3 		$1.11M Buy
36,288
+931
+3% +$28.4K 0.16% 110
2018
Q2 		$1.09M Buy
35,357
+18,733
+113% +$529K 0.23% 103
2018
Q1 		$469K Buy
+16,624
New +$483K 0.12% 158

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

Sowell Financial Services's UTG Position: Q2 2026 in Review

Sowell Financial Services reduced its Reaves Utility Income Fund (UTG) stake by 16% in Q2 2026, selling an estimated $268K and leaving 32,738 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #395.

Sowell Financial Services first reported a position in UTG in Q1 2018 and has held it in 32 quarters since. The position peaked at $3.02M in Q1 2021. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Sowell Financial Services held 32,738 shares of Reaves Utility Income Fund worth $1.33M as of Q2 2026.
  • Sowell Financial Services sold 6,405 Reaves Utility Income Fund shares in Q2 2026, an estimated $268K.
  • Reaves Utility Income Fund made up 0.04% of Sowell Financial Services's portfolio in Q2 2026, its #395 holding.
  • Sowell Financial Services first reported a position in Reaves Utility Income Fund in Q1 2018 and has held it in 32 quarters since.
  • Sowell Financial Services's Reaves Utility Income Fund position peaked at $3.02M in Q1 2021.
  • 262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.