WE
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Wealth Effects’s Reaves Utility Income Fund UTG Stock Holding History

Wealth Effects’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
Q1 		$3.25M Buy
82,866
+5,756
+7% +$225K 1.15% 14
2025
Q4 		$2.82M Buy
77,110
+6,865
+10% +$261K 0.88% 17
2025
Q3 		$2.78M Buy
70,245
+546
+0.8% +$20.6K 0.9% 20
2025
Q2 		$2.52M Buy
69,699
+99
+0.1% +$3.31K 0.94% 18
2025
Q1 		$2.26M Buy
69,600
+132
+0.2% +$4.34K 0.95% 19
2024
Q4 		$2.2M Sell
69,468
-128
-0.2% -$4.21K 0.78% 26
2024
Q3 		$2.28M Buy
69,596
+1,151
+2% +$33.9K 0.8% 23
2024
Q2 		$1.87M Buy
68,445
+4,806
+8% +$131K 0.68% 30
2024
Q1 		$1.72M Buy
63,639
+25,696
+68% +$678K 0.63% 33
2023
Q4 		$1.01M Buy
+37,943
New +$970K 0.38% 60

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Effects's UTG Position: Q1 2026 in Review

Wealth Effects increased its Reaves Utility Income Fund (UTG) stake by 7.5% in Q1 2026, buying an estimated $225K and bringing the position to 82,866 shares worth $3.25M. The position accounts for 1.15% of the portfolio, ranked #14.

Wealth Effects first reported a position in UTG in Q4 2023 and has held it in 10 quarters since. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Wealth Effects held 82,866 shares of Reaves Utility Income Fund worth $3.25M as of Q1 2026.
  • Wealth Effects bought 5,756 Reaves Utility Income Fund shares in Q1 2026, an estimated $225K.
  • Reaves Utility Income Fund made up 1.15% of Wealth Effects's portfolio in Q1 2026, its #14 holding.
  • Wealth Effects first reported a position in Reaves Utility Income Fund in Q4 2023 and has held it in 10 quarters since.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.