Sunbelt Securities’s Reaves Utility Income Fund UTG Stock Holding History

Sunbelt Securities’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 Q1	$106K	Buy	+2,700	New	+$106K	0.01%	819

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Sunbelt Securities's UTG Position: Q1 2026 in Review

Sunbelt Securities opened a new position in Reaves Utility Income Fund (UTG) in Q1 2026: 2,700 shares worth $106K. The stake represents 0.01% of the portfolio and ranks #819 among its holdings.

240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

Sunbelt Securities held 2,700 shares of Reaves Utility Income Fund worth $106K as of Q1 2026.
Reaves Utility Income Fund was a new Sunbelt Securities position in Q1 2026.
Reaves Utility Income Fund made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #819 holding.
240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.