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Wingate Wealth Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-200
Closed -$6.34K – 425
2024
Q4 		$6.34K Buy
+200
New +$6.58K 0.01% 374

Other funds holding UTG

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Wingate Wealth Advisors's UTG Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Reaves Utility Income Fund (UTG) in Q1 2025, closing a stake of 200 shares — an estimated $6.34K sold.

Wingate Wealth Advisors first reported a position in UTG in Q4 2024 and held it in 1 quarter. The position peaked at $6.34K in Q4 2024. 199 funds tracked by Wall St. Rank hold UTG as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Reaves Utility Income Fund position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 200 Reaves Utility Income Fund shares in Q1 2025, an estimated $6.34K.
  • Wingate Wealth Advisors first reported a position in Reaves Utility Income Fund in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Reaves Utility Income Fund position peaked at $6.34K in Q4 2024.
  • 199 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.