Watts Gwilliam & Co’s Reaves Utility Income Fund UTG Stock Holding History

Watts Gwilliam & Co’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
2025 Q3	$204K	Buy	+5,150	New	+$194K	0.03%	212

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Watts Gwilliam & Co's UTG Position: Q3 2025 in Review

Watts Gwilliam & Co opened a new position in Reaves Utility Income Fund (UTG) in Q3 2025: 5,150 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #212 among its holdings.

238 funds tracked by Wall St. Rank hold UTG as of Q3 2025.

Watts Gwilliam & Co held 5,150 shares of Reaves Utility Income Fund worth $204K as of Q3 2025.
Reaves Utility Income Fund was a new Watts Gwilliam & Co position in Q3 2025.
Reaves Utility Income Fund made up 0.03% of Watts Gwilliam & Co's portfolio in Q3 2025, its #212 holding.
238 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.