UTG — UTILITY INCM FND

Ownership history in CX Institutional  ·  4 quarters on record

This page tracks every 13F SEC filing in which CX Institutional reported a position in UTILITY INCM FND (UTG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2021 Q3)
Avg. % of fund
0.0%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 920 -1,237 -57.3% 0.00% $36K $38.41
2022 Q2 UNCHANGED 2,157 — 0% 0.01% $67K $23.40
2021 Q3 ADDED 2,157 +630 +41.3% 0.01% $71K $23.51
2021 Q2 INITIATED 1,527 — — 0.00% $52K $24.22
% of Fund (quarterly)    UTG price (monthly, adj. close)

Other funds also holding UTG

As of 2025 Q4 — sorted by position size

OAK FAMILY ADVISORS, LLC 3Y 2.25% JBR Co Financial Management Inc 2.18% Sterling Investment Advisors, Ltd. 3Y 7Y 1.28% Wright Wealth LLC 1.02% WEALTH EFFECTS LLC 3Y 0.88% Magnus Financial Group LLC 3Y 7Y 0.65% Future Financial Wealth Managment LLC 3Y 0.63% LongView Wealth Management 0.6% Merrion Investment Management Co, LLC 3Y 0.49% Kercheville Advisors, LLC 3Y 0.48%
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