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Stephens Inc’s Reaves Utility Income Fund UTG Stock Holding History

Stephens Inc’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$974K Buy
26,913
+1,375
+5% +$49.7K 0.01% 631
2025
Q1 		$831K Buy
25,538
+13,488
+112% +$439K 0.01% 660
2024
Q4 		$382K Sell
12,050
-10,125
-46% -$321K 0.01% 923
2024
Q3 		$728K Buy
+22,175
New +$728K 0.01% 695