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Sunpointe’s Reaves Utility Income Fund UTG Stock Holding History

Sunpointe’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 		$658K Sell
16,755
-1,072
-6% -$41.9K 0.22% 107
2025
Q4 		$656K Sell
17,827
-600
-3% -$22.8K 0.22% 99
2025
Q3 		$730K Buy
18,427
+653
+4% +$24.6K 0.26% 89
2025
Q2 		$643K Sell
17,774
-5,955
-25% -$199K 0.26% 89
2025
Q1 		$772K Buy
23,729
+3,205
+16% +$105K 0.41% 51
2024
Q4 		$654K Buy
20,524
+1,960
+11% +$64.4K 0.33% 66
2024
Q3 		$609K Sell
18,564
-5,307
-22% -$156K 0.5% 51
2024
Q2 		$652K Buy
+23,871
New +$650K 0.42% 48

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
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 $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sunpointe's UTG Position: Q1 2026 in Review

Sunpointe reduced its Reaves Utility Income Fund (UTG) stake by 6% in Q1 2026, selling an estimated $41.9K and leaving 16,755 shares worth $658K. The position accounts for 0.22% of the portfolio, ranked #107.

Sunpointe first reported a position in UTG in Q2 2024 and has held it in 8 quarters since. The position peaked at $772K in Q1 2025. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Sunpointe held 16,755 shares of Reaves Utility Income Fund worth $658K as of Q1 2026.
  • Sunpointe sold 1,072 Reaves Utility Income Fund shares in Q1 2026, an estimated $41.9K.
  • Reaves Utility Income Fund made up 0.22% of Sunpointe's portfolio in Q1 2026, its #107 holding.
  • Sunpointe first reported a position in Reaves Utility Income Fund in Q2 2024 and has held it in 8 quarters since.
  • Sunpointe's Reaves Utility Income Fund position peaked at $772K in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.