SF
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$280K Buy
7,744
+931
+14% +$33.7K 0.01% 698
2025
Q1 		$222K Buy
+6,813
New +$222K 0.01% 672