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 Q2	$210K	Buy	+5,166	New	+$216K	0.11%	145

Other funds holding UTG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Red Door Wealth Management Memphis, Tennessee $1.1B AUM 31.77% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Walker Asset Management's UTG Position: Q2 2026 in Review

Walker Asset Management opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 5,166 shares worth $210K. The stake represents 0.11% of the portfolio and ranks #145 among its holdings.

49 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Walker Asset Management held 5,166 shares of Reaves Utility Income Fund worth $210K as of Q2 2026.
Reaves Utility Income Fund was a new Walker Asset Management position in Q2 2026.
Reaves Utility Income Fund made up 0.11% of Walker Asset Management's portfolio in Q2 2026, its #145 holding.
49 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.