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StoneX Group’s Reaves Utility Income Fund UTG Stock Holding History

StoneX 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
2026
Q2 		$526K Buy
12,911
+20
+0.2% +$835 0.02% 543
2026
Q1 		$506K Buy
12,891
+369
+3% +$14.4K 0.03% 418
2025
Q4 		$461K Buy
12,522
+24
+0.2% +$913 0.02% 559
2025
Q3 		$495K Buy
12,498
+34
+0.3% +$1.28K 0.02% 539
2025
Q2 		$451K Sell
12,464
-1,142
-8% -$38.1K 0.02% 537
2025
Q1 		$443K Sell
13,606
-3,001
-18% -$98.7K 0.02% 507
2024
Q4 		$529K Sell
16,607
-346
-2% -$11.4K 0.03% 452
2024
Q3 		$556K Buy
16,953
+982
+6% +$28.9K 0.04% 332
2024
Q2 		$436K Sell
15,971
-1,910
-11% -$52K 0.03% 359
2024
Q1 		$482K Sell
17,881
-3,048
-15% -$80.4K 0.04% 323
2023
Q4 		$567K Sell
20,929
-268
-1% -$6.85K 0.06% 280
2023
Q3 		$523K Sell
21,197
-4,411
-17% -$118K 0.06% 286
2023
Q2 		$702K Sell
25,608
-2,931
-10% -$82.1K 0.07% 238
2023
Q1 		$810K Sell
28,539
-2,514
-8% -$72.2K 0.09% 209
2022
Q4 		$884K Sell
31,053
-82
-0.3% -$2.31K 0.1% 181
2022
Q3 		$848K Buy
31,135
+99
+0.3% +$3.13K 0.12% 168
2022
Q2 		$968K Buy
31,036
+106
+0.3% +$3.5K 0.12% 167
2022
Q1 		$1.08M Sell
30,930
-1,727
-5% -$57.3K 0.09% 205
2021
Q4 		$1.15M Sell
32,657
-5,025
-13% -$169K 0.13% 151
2021
Q3 		$1.24M Sell
37,682
-578
-2% -$20.3K 0.18% 125
2021
Q2 		$1.31M Sell
38,260
-614
-2% -$21.3K 0.19% 113
2021
Q1 		$1.3M Buy
38,874
+279
+0.7% +$9.06K 0.23% 83
2020
Q4 		$1.27M Buy
38,595
+6,553
+20% +$215K 0.28% 65
2020
Q3 		$1M Sell
32,042
-366
-1% -$11.5K 0.32% 69
2020
Q2 		$978K Sell
32,408
-46
-0.1% -$1.42K 0.37% 65
2020
Q1 		$933K Sell
32,454
-2,096
-6% -$73K 0.5% 52
2019
Q4 		$1.29M Sell
34,550
-2,850
-8% -$104K 0.52% 55
2019
Q3 		$1.37M Buy
37,400
+114
+0.3% +$4.16K 0.86% 25
2019
Q2 		$1.33M Sell
37,286
-1,350
-3% -$46.7K 0.86% 23
2019
Q1 		$1.3M Buy
38,636
+3,557
+10% +$112K 0.99% 17
2018
Q4 		$1.04M Buy
35,079
+3,666
+12% +$112K 1.01% 18
2018
Q3 		$963K Buy
31,413
+506
+2% +$15.4K 0.71% 36
2018
Q2 		$894K Sell
30,907
-334
-1% -$9.44K 0.77% 32
2018
Q1 		$882K Buy
31,241
+794
+3% +$23.1K 0.84% 28
2017
Q4 		$942K Buy
30,447
+3,531
+13% +$110K 0.98% 21
2017
Q3 		$853K Buy
26,916
+1,710
+7% +$59.4K 1.06% 19
2017
Q2 		$866K Buy
+25,206
New +$873K 0.27% 135
2017
Q1 		– Sell
-18,377
Closed -$564K – 73
2016
Q4 		$564K Sell
18,377
-822
-4% -$24.4K 0.98% 52
2016
Q3 		$587K Buy
+19,199
New +$600K 1.31% 31

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

StoneX Group's UTG Position: Q2 2026 in Review

StoneX Group increased its Reaves Utility Income Fund (UTG) stake by 0.16% in Q2 2026, buying an estimated $835 and bringing the position to 12,911 shares worth $526K. The position accounts for 0.02% of the portfolio, ranked #543.

StoneX Group first reported a position in UTG in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.37M in Q3 2019. 262 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • StoneX Group held 12,911 shares of Reaves Utility Income Fund worth $526K as of Q2 2026.
  • StoneX Group bought 20 Reaves Utility Income Fund shares in Q2 2026, an estimated $835.
  • Reaves Utility Income Fund made up 0.02% of StoneX Group's portfolio in Q2 2026, its #543 holding.
  • StoneX Group first reported a position in Reaves Utility Income Fund in Q3 2016 and has held it in 39 quarters since.
  • StoneX Group's Reaves Utility Income Fund position peaked at $1.37M in Q3 2019.
  • 262 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.