Wealthspire Advisors (New York)’s Reaves Utility Income Fund UTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.53M | Buy |
97,683
+38,145
| +64% | +$1.38M | 0.02% | 199 |
|
|
2025
Q1 | $1.94M | Buy |
+59,538
| New | +$1.94M | 0.01% | 279 |
|
|
2024
Q2 | – | Sell |
-9,963
| Closed | -$269K | – | 693 |
|
|
2024
Q1 | $269K | Sell |
9,963
-247
| -2% | -$6.66K | ﹤0.01% | 537 |
|
|
2023
Q4 | $273K | Sell |
10,210
-376
| -4% | -$10.1K | ﹤0.01% | 545 |
|
|
2023
Q3 | $261K | Sell |
10,586
-4,576
| -30% | -$113K | ﹤0.01% | 508 |
|
|
2023
Q2 | $416K | Sell |
15,162
-9,035
| -37% | -$248K | 0.01% | 400 |
|
|
2023
Q1 | $687K | Sell |
24,197
-16,144
| -40% | -$458K | 0.01% | 310 |
|
|
2022
Q4 | $1.14M | Sell |
40,341
-2,069
| -5% | -$58.5K | 0.02% | 239 |
|
|
2022
Q3 | $1.16M | Sell |
42,410
-8,857
| -17% | -$241K | 0.02% | 202 |
|
|
2022
Q2 | $1.59M | Sell |
51,267
-7,287
| -12% | -$226K | 0.03% | 162 |
|
|
2022
Q1 | $2.02M | Buy |
58,554
+11,363
| +24% | +$393K | 0.05% | 124 |
|
|
2021
Q4 | $1.66M | Sell |
47,191
-17,394
| -27% | -$611K | 0.04% | 164 |
|
|
2021
Q3 | $2.12M | Sell |
64,585
-20,350
| -24% | -$667K | 0.04% | 161 |
|
|
2021
Q2 | $2.91M | Buy |
84,935
+37,441
| +79% | +$1.28M | 0.08% | 91 |
|
|
2021
Q1 | $1.59M | Sell |
47,494
-4,878
| -9% | -$163K | 0.04% | 201 |
|
|
2020
Q4 | $1.72M | Sell |
52,372
-20,258
| -28% | -$664K | 0.05% | 149 |
|
|
2020
Q3 | $2.27M | Sell |
72,630
-54,995
| -43% | -$1.72M | 0.14% | 72 |
|
|
2020
Q2 | $3.85M | Sell |
127,625
-23,131
| -15% | -$698K | 0.27% | 44 |
|
|
2020
Q1 | $4.33M | Buy |
150,756
+9,566
| +7% | +$275K | 0.18% | 69 |
|
|
2019
Q4 | $5.23M | Buy |
141,190
+14,456
| +11% | +$536K | 0.38% | 26 |
|
|
2019
Q3 | $4.65M | Buy |
126,734
+40,292
| +47% | +$1.48M | 0.38% | 22 |
|
|
2019
Q2 | $3.1M | Buy |
86,442
+36,136
| +72% | +$1.29M | 0.27% | 22 |
|
|
2019
Q1 | $1.69M | Buy |
50,306
+12,655
| +34% | +$426K | 0.16% | 21 |
|
|
2018
Q4 | $1.11M | Buy |
+37,651
| New | +$1.11M | 0.11% | 26 |
|