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Westbourne Investment Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Westbourne Investment Advisors’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 		$1.04M Hold
25,600
– – 0.29% 52
2026
Q1 		$1.01M Buy
25,600
+1,900
+8% +$74.3K 0.29% 54
2025
Q4 		$867K Buy
23,700
+500
+2% +$19K 0.24% 61
2025
Q3 		$919K Buy
23,200
+300
+1% +$11.3K 0.26% 56
2025
Q2 		$829K Buy
+22,900
New +$765K 0.25% 60

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
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

Westbourne Investment Advisors's UTG Position: Q2 2026 in Review

Westbourne Investment Advisors held its Reaves Utility Income Fund (UTG) position steady in Q2 2026 at 25,600 shares worth $1.04M. The position accounts for 0.29% of the portfolio, ranked #52.

Westbourne Investment Advisors first reported a position in UTG in Q2 2025 and has held it in 5 quarters since. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

  • Westbourne Investment Advisors held 25,600 shares of Reaves Utility Income Fund worth $1.04M as of Q2 2026.
  • Westbourne Investment Advisors left its Reaves Utility Income Fund share count unchanged in Q2 2026.
  • Reaves Utility Income Fund made up 0.29% of Westbourne Investment Advisors's portfolio in Q2 2026, its #52 holding.
  • Westbourne Investment Advisors first reported a position in Reaves Utility Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.