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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Sell
40,221
-18,571
-32% -$672K 0.03% 436
2025
Q1
$1.91M Buy
58,792
+47,615
+426% +$1.55M 0.05% 357
2024
Q4
$354K Buy
11,177
+3,170
+40% +$100K 0.01% 763
2024
Q3
$263K Buy
+8,007
New +$263K 0.01% 781