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XTX Topco’s Reaves Utility Income Fund UTG Stock Holding History

XTX Topco’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
Q1 		$433K Buy
+11,011
New +$430K 0.01% 2174
2025
Q3 		– Sell
-14,844
Closed -$537K – 3317
2025
Q2 		$537K Buy
+14,844
New +$496K 0.02% 1047
2025
Q1 		– Sell
-16,455
Closed -$521K – 3155
2024
Q4 		$521K Sell
16,455
-8,054
-33% -$265K 0.04% 743
2024
Q3 		$804K Buy
+24,509
New +$721K 0.06% 527

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

XTX Topco's UTG Position: Q1 2026 in Review

XTX Topco opened a new position in Reaves Utility Income Fund (UTG) in Q1 2026: 11,011 shares worth $433K. The stake represents 0.01% of the portfolio and ranks #2174 among its holdings. This is a return to the name: XTX Topco previously reported a position in UTG as recently as Q2 2025.

XTX Topco first reported a position in UTG in Q3 2024 and has held it in 4 quarters since. The position peaked at $804K in Q3 2024. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • XTX Topco held 11,011 shares of Reaves Utility Income Fund worth $433K as of Q1 2026.
  • Reaves Utility Income Fund was a new XTX Topco position in Q1 2026.
  • Reaves Utility Income Fund made up 0.01% of XTX Topco's portfolio in Q1 2026, its #2174 holding.
  • XTX Topco first reported a position in Reaves Utility Income Fund in Q3 2024 and has held it in 4 quarters since.
  • XTX Topco's Reaves Utility Income Fund position peaked at $804K in Q3 2024.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on XTX Topco's 13F filing for Q1 2026, filed 15 May 2026.