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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $432B AUM 30.22% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

Wolverine Asset Management's UTG Position: Q1 2025 in Review

Wolverine Asset Management sold out of Reaves Utility Income Fund (UTG) in Q1 2025, closing a stake of 29,417 shares — an estimated $932K sold.

Wolverine Asset Management first reported a position in UTG in Q2 2013 and held it in 10 quarters. The position peaked at $5.09M in Q1 2018. 199 funds tracked by Wall St. Rank hold UTG as of Q1 2025.

  • Wolverine Asset Management reported no remaining Reaves Utility Income Fund position as of Q1 2025 after selling out during the quarter.
  • Wolverine Asset Management sold 29,417 Reaves Utility Income Fund shares in Q1 2025, an estimated $932K.
  • Wolverine Asset Management first reported a position in Reaves Utility Income Fund in Q2 2013 and held it in 10 quarters.
  • Wolverine Asset Management's Reaves Utility Income Fund position peaked at $5.09M in Q1 2018.
  • 199 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2025.

Based on Wolverine Asset Management's 13F filing for Q1 2025, filed 12 May 2025.