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

World 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	$1.27M	Sell	32,275 -180	-0.6%	-$7.52K	0.02%	632
2026 Q1	$1.27M	Sell	32,455 -30,586	-49%	-$1.2M	0.02%	637
2025 Q4	$2.31M	Buy	63,041 +17,551	+39%	+$667K	0.04%	426
2025 Q3	$1.8M	Buy	45,490 +5,269	+13%	+$199K	0.04%	425
2025 Q2	$1.46M	Sell	40,221 -18,571	-32%	-$620K	0.03%	438
2025 Q1	$1.91M	Buy	58,792 +47,615	+426%	+$1.57M	0.05%	359
2024 Q4	$354K	Buy	11,177 +3,170	+40%	+$104K	0.01%	766
2024 Q3	$263K	Buy	+8,007	New	+$236K	0.01%	784

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

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

World Investment Advisors reduced its Reaves Utility Income Fund (UTG) stake by 0.55% in Q2 2026, selling an estimated $7.52K and leaving 32,275 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #632.

World Investment Advisors first reported a position in UTG in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.31M in Q4 2025. 263 funds tracked by Wall St. Rank hold UTG as of Q2 2026.

World Investment Advisors held 32,275 shares of Reaves Utility Income Fund worth $1.27M as of Q2 2026.
World Investment Advisors sold 180 Reaves Utility Income Fund shares in Q2 2026, an estimated $7.52K.
Reaves Utility Income Fund made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #632 holding.
World Investment Advisors first reported a position in Reaves Utility Income Fund in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's Reaves Utility Income Fund position peaked at $2.31M in Q4 2025.
263 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.