Welch Group
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Welch Group’s Reaves Utility Income Fund UTG Stock Holding History

Welch Group’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
Q3 		$678K Hold
19,729
– – 0.02% 166
2026
Q2 		$803K Hold
19,729
– – 0.03% 145
2026
Q1 		$775K Hold
19,729
– – 0.03% 138
2025
Q4 		$722K Sell
19,729
-1,500
-7% -$57K 0.03% 143
2025
Q3 		$841K Sell
21,229
-1,271
-6% -$48K 0.03% 130
2025
Q2 		$814K Buy
22,500
+3,483
+18% +$116K 0.03% 115
2025
Q1 		$617K Hold
19,017
– – 0.03% 127
2024
Q4 		$605K Hold
19,017
– – 0.03% 134
2024
Q3 		$624K Hold
19,017
– – 0.03% 126
2024
Q2 		$520K Hold
19,017
– – 0.03% 140
2024
Q1 		$513K Sell
19,017
-1,000
-5% -$26.4K 0.03% 125
2023
Q4 		$535K Hold
20,017
– – 0.03% 121
2023
Q3 		$493K Buy
20,017
+359
+2% +$9.6K 0.03% 111
2023
Q2 		$539K Hold
19,658
– – 0.03% 101
2023
Q1 		$558K Hold
19,658
– – 0.03% 105
2022
Q4 		$556K Buy
19,658
+2,731
+16% +$76.9K 0.03% 110
2022
Q3 		$461K Buy
16,927
+999
+6% +$31.6K 0.03% 103
2022
Q2 		$494K Buy
15,928
+1,336
+9% +$44.1K 0.03% 106
2022
Q1 		$504K Buy
14,592
+2,335
+19% +$77.5K 0.03% 115
2021
Q4 		$430K Buy
12,257
+2,013
+20% +$67.8K 0.03% 134
2021
Q3 		$336K Hold
10,244
– – 0.02% 136
2021
Q2 		$351K Hold
10,244
– – 0.02% 130
2021
Q1 		$343K Buy
10,244
+3,823
+60% +$124K 0.02% 131
2020
Q4 		$211K Hold
6,421
– – 0.02% 138
2020
Q3 		$201K Buy
+6,421
New +$202K 0.02% 135
2020
Q2 		– Sell
-6,421
Closed -$185K – 152
2020
Q1 		$185K Buy
+6,421
New +$224K 0.02% 122

Other funds holding UTG

GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
Oak Family Advisors
Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return
Magnus Financial Group
Magnus Financial Group New York $1.5B AUM 16.47% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

Welch Group's UTG Position: Q3 2026 in Review

Welch Group held its Reaves Utility Income Fund (UTG) position steady in Q3 2026 at 19,729 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #166.

Welch Group first reported a position in UTG in Q1 2020 and has held it in 26 quarters since. The position peaked at $841K in Q3 2025. 98 funds tracked by Wall St. Rank hold UTG as of Q3 2026.

  • Welch Group held 19,729 shares of Reaves Utility Income Fund worth $678K as of Q3 2026.
  • Welch Group left its Reaves Utility Income Fund share count unchanged in Q3 2026.
  • Reaves Utility Income Fund made up 0.02% of Welch Group's portfolio in Q3 2026, its #166 holding.
  • Welch Group first reported a position in Reaves Utility Income Fund in Q1 2020 and has held it in 26 quarters since.
  • Welch Group's Reaves Utility Income Fund position peaked at $841K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.