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

Vivaldi Capital Management’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 		$881K Hold
24,350
– – 0.13% 114
2025
Q1 		$792K Hold
24,350
– – 0.13% 119
2024
Q4 		$815K Buy
+24,350
New +$815K 0.12% 119