Summit Financial’s Reaves Utility Income Fund UTG Stock Holding History

Summit Financial’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	$201K	Sell	4,943 -12,580	-72%	-$525K	﹤0.01%	1531
2026 Q1	$688K	Buy	+17,523	New	+$685K	0.01%	903
2025 Q3	–	Sell	-7,744	Closed	-$280K	–	1267
2025 Q2	$280K	Buy	7,744 +931	+14%	+$31.1K	0.01%	698
2025 Q1	$222K	Buy	+6,813	New	+$224K	0.01%	672

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Summit Financial's UTG Position: Q2 2026 in Review

Summit Financial reduced its Reaves Utility Income Fund (UTG) stake by 72% in Q2 2026, selling an estimated $525K and leaving 4,943 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Summit Financial first reported a position in UTG in Q1 2025 and has held it in 4 quarters since. The position peaked at $688K in Q1 2026. 264 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Summit Financial held 4,943 shares of Reaves Utility Income Fund worth $201K as of Q2 2026.
Summit Financial sold 12,580 Reaves Utility Income Fund shares in Q2 2026, an estimated $525K.
Reaves Utility Income Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1531 holding.
Summit Financial first reported a position in Reaves Utility Income Fund in Q1 2025 and has held it in 4 quarters since.
Summit Financial's Reaves Utility Income Fund position peaked at $688K in Q1 2026.
264 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.