Triumph Capital Management’s Reaves Utility Income Fund UTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
7,982
-680
-8% -$24.6K 0.09% 230
2025
Q1
$282K Buy
8,662
+717
+9% +$23.3K 0.09% 222
2024
Q4
$252K Buy
7,945
+340
+4% +$10.8K 0.09% 235
2024
Q3
$250K Buy
+7,605
New +$250K 0.09% 232