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WR Wealth Planners’s Reaves Utility Income Fund UTG Stock Holding History

WR Wealth Planners’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
2024
Q4 		$558 Buy
18
+1
+6% +$33 ﹤0.01% 977
2024
Q3 		$568 Hold
17
– – ﹤0.01% 1020
2024
Q2 		$464 Hold
17
– – ﹤0.01% 1024
2024
Q1 		$449 Buy
+17
New +$448 ﹤0.01% 1044

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

WR Wealth Planners's UTG Position: Q4 2024 in Review

WR Wealth Planners increased its Reaves Utility Income Fund (UTG) stake by 5.9% in Q4 2024, buying an estimated $33 and bringing the position to 18 shares worth $558. The position accounts for ﹤0.01% of the portfolio, ranked #977.

WR Wealth Planners first reported a position in UTG in Q1 2024 and has held it in 4 quarters since. The position peaked at $568 in Q3 2024. 201 funds tracked by Wall St. Rank hold UTG as of Q4 2024.

  • WR Wealth Planners held 18 shares of Reaves Utility Income Fund worth $558 as of Q4 2024.
  • WR Wealth Planners bought 1 Reaves Utility Income Fund share in Q4 2024, an estimated $33.
  • Reaves Utility Income Fund made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #977 holding.
  • WR Wealth Planners first reported a position in Reaves Utility Income Fund in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Reaves Utility Income Fund position peaked at $568 in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.