Wolverine Asset Management’s Reaves Utility Income Fund UTG Stock Holding History

Wolverine Asset Management’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	$1.18M	Buy	+29,012	New	+$1.21M	0.01%	754
2025 Q1	–	Sell	-29,417	Closed	-$932K	–	1781
2024 Q4	$932K	Buy	29,417 +15,312	+109%	+$503K	0.01%	713
2024 Q3	$463K	Buy	+14,105	New	+$415K	0.01%	875
2021 Q3	–	Sell	-13,906	Closed	-$477K	–	2373
2021 Q2	$477K	Buy	+13,906	New	+$482K	﹤0.01%	919
2021 Q1	–	Sell	-5,081	Closed	-$166K	–	2283
2020 Q4	$166K	Buy	+5,081	New	+$166K	﹤0.01%	1113
2018 Q2	–	Sell	-180,343	Closed	-$5.09M	–	1607
2018 Q1	$5.09M	Buy	180,343 +52,404	+41%	+$1.52M	0.07%	273
2017 Q4	$3.96M	Buy	+127,939	New	+$3.98M	0.04%	330
2014 Q3	–	Sell	-1	Closed	–	–	2679
2014 Q2	$0	Hold	1	–	–	﹤0.01%	2562
2014 Q1	$0	Sell	1 -59,398	-100%	-$1.54M	﹤0.01%	2788
2013 Q4	$1.46M	Buy	+59,399	New	+$1.46M	0.03%	404
2013 Q3	–	Sell	-58,870	Closed	-$1.46M	–	2886
2013 Q2	$1.46M	Buy	+58,870	New	+$1.52M	0.04%	374

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

Wolverine Asset Management's UTG Position: Q2 2026 in Review

Wolverine Asset Management opened a new position in Reaves Utility Income Fund (UTG) in Q2 2026: 29,012 shares worth $1.18M. The stake represents 0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Wolverine Asset Management previously reported a position in UTG as recently as Q4 2024.

Wolverine Asset Management first reported a position in UTG in Q2 2013 and has held it in 11 quarters since. The position peaked at $5.09M in Q1 2018. 264 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

Wolverine Asset Management held 29,012 shares of Reaves Utility Income Fund worth $1.18M as of Q2 2026.
Reaves Utility Income Fund was a new Wolverine Asset Management position in Q2 2026.
Reaves Utility Income Fund made up 0.01% of Wolverine Asset Management's portfolio in Q2 2026, its #754 holding.
Wolverine Asset Management first reported a position in Reaves Utility Income Fund in Q2 2013 and has held it in 11 quarters since.
Wolverine Asset Management's Reaves Utility Income Fund position peaked at $5.09M in Q1 2018.
264 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on Wolverine Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.