Wealthspire Advisors (New York)’s Reaves Utility Income Fund UTG Stock Holding History

Wealthspire Advisors (New York)’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	$6.5M	Buy	159,511 +7,642	+5%	+$319K	0.04%	226
2026 Q1	$5.97M	Buy	151,869 +7,559	+5%	+$295K	0.05%	151
2025 Q4	$5.28M	Buy	+144,310	New	+$5.49M	0.04%	156
2025 Q3	–	Sell	-97,683	Closed	-$3.53M	–	3072
2025 Q2	$3.53M	Buy	97,683 +38,145	+64%	+$1.27M	0.02%	199
2025 Q1	$1.94M	Buy	+59,538	New	+$1.96M	0.01%	279
2024 Q2	–	Sell	-9,963	Closed	-$269K	–	693
2024 Q1	$269K	Sell	9,963 -247	-2%	-$6.52K	﹤0.01%	537
2023 Q4	$273K	Sell	10,210 -376	-4%	-$9.61K	﹤0.01%	545
2023 Q3	$261K	Sell	10,586 -4,576	-30%	-$123K	﹤0.01%	508
2023 Q2	$416K	Sell	15,162 -9,035	-37%	-$253K	0.01%	400
2023 Q1	$687K	Sell	24,197 -16,144	-40%	-$463K	0.01%	310
2022 Q4	$1.14M	Sell	40,341 -2,069	-5%	-$58.2K	0.02%	239
2022 Q3	$1.16M	Sell	42,410 -8,857	-17%	-$280K	0.02%	202
2022 Q2	$1.59M	Sell	51,267 -7,287	-12%	-$240K	0.03%	162
2022 Q1	$2.02M	Buy	58,554 +11,363	+24%	+$377K	0.05%	124
2021 Q4	$1.66M	Sell	47,191 -17,394	-27%	-$586K	0.04%	164
2021 Q3	$2.12M	Sell	64,585 -20,350	-24%	-$716K	0.04%	161
2021 Q2	$2.91M	Buy	84,935 +37,441	+79%	+$1.3M	0.08%	91
2021 Q1	$1.59M	Sell	47,494 -4,878	-9%	-$158K	0.04%	201
2020 Q4	$1.72M	Sell	52,372 -20,258	-28%	-$663K	0.05%	149
2020 Q3	$2.27M	Sell	72,630 -54,995	-43%	-$1.73M	0.14%	72
2020 Q2	$3.85M	Sell	127,625 -23,131	-15%	-$713K	0.27%	45
2020 Q1	$4.33M	Buy	150,756 +9,566	+7%	+$333K	0.18%	69
2019 Q4	$5.23M	Buy	141,190 +14,456	+11%	+$529K	0.38%	26
2019 Q3	$4.65M	Buy	126,734 +40,292	+47%	+$1.47M	0.38%	22
2019 Q2	$3.1M	Buy	86,442 +36,136	+72%	+$1.25M	0.27%	22
2019 Q1	$1.69M	Buy	50,306 +12,655	+34%	+$400K	0.16%	21
2018 Q4	$1.11M	Buy	+37,651	New	+$1.15M	0.11%	26

Other funds holding UTG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JWCA

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

Wealthspire Advisors (New York)'s UTG Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Reaves Utility Income Fund (UTG) stake by 5% in Q2 2026, buying an estimated $319K and bringing the position to 159,511 shares worth $6.5M. The position accounts for 0.04% of the portfolio, ranked #226.

Wealthspire Advisors (New York) first reported a position in UTG in Q4 2018 and has held it in 27 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Wealthspire Advisors (New York) held 159,511 shares of Reaves Utility Income Fund worth $6.5M as of Q2 2026.
Wealthspire Advisors (New York) bought 7,642 Reaves Utility Income Fund shares in Q2 2026, an estimated $319K.
Reaves Utility Income Fund made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #226 holding.
Wealthspire Advisors (New York) first reported a position in Reaves Utility Income Fund in Q4 2018 and has held it in 27 quarters since.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.