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Stonegate Investment Group’s Reaves Utility Income Fund UTG Stock Holding History

Stonegate Investment Group’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
2025
Q3 		$284K Buy
7,179
+8
+0.1% +$302 0.01% 329
2025
Q2 		$259K Buy
7,171
+8
+0.1% +$267 0.01% 334
2025
Q1 		$233K Buy
+7,163
New +$236K 0.01% 311

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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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 $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Stonegate Investment Group's UTG Position: Q3 2025 in Review

Stonegate Investment Group increased its Reaves Utility Income Fund (UTG) stake by 0.11% in Q3 2025, buying an estimated $302 and bringing the position to 7,179 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #329.

Stonegate Investment Group first reported a position in UTG in Q1 2025 and has held it in 3 quarters since. 238 funds tracked by Wall St. Rank hold UTG as of Q3 2025.

  • Stonegate Investment Group held 7,179 shares of Reaves Utility Income Fund worth $284K as of Q3 2025.
  • Stonegate Investment Group bought 8 Reaves Utility Income Fund shares in Q3 2025, an estimated $302.
  • Reaves Utility Income Fund made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #329 holding.
  • Stonegate Investment Group first reported a position in Reaves Utility Income Fund in Q1 2025 and has held it in 3 quarters since.
  • 238 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.