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Walker Asset Management’s Reaves Utility Income Fund UTG Stock Holding History

Walker Asset Management’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
Q3 		– Sell
-5,166
Closed -$210K – 154
2026
Q2 		$210K Buy
+5,166
New +$216K 0.11% 145

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LWM
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KA
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Walker Asset Management's UTG Position: Q3 2026 in Review

Walker Asset Management sold out of Reaves Utility Income Fund (UTG) in Q3 2026, closing a stake of 5,166 shares — an estimated $210K sold.

Walker Asset Management first reported a position in UTG in Q2 2026 and held it in 1 quarter. The position peaked at $210K in Q2 2026. 45 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

  • Walker Asset Management reported no remaining Reaves Utility Income Fund position as of Q3 2026 after selling out during the quarter.
  • Walker Asset Management sold 5,166 Reaves Utility Income Fund shares in Q3 2026, an estimated $210K.
  • Walker Asset Management first reported a position in Reaves Utility Income Fund in Q2 2026 and held it in 1 quarter.
  • Walker Asset Management's Reaves Utility Income Fund position peaked at $210K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.