UTG — REAVES UTILITY

Ownership history in IFG Advisory, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in REAVES UTILITY (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
0.05% (2022 Q1)
Avg. % of fund
0.03%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,418 -2,187 -28.8% 0.01% $215K $38.41
2023 Q1 ADDED 7,605 +26 +0.3% 0.02% $216K $22.70
2022 Q4 REDUCED 7,579 -3,491 -31.5% 0.02% $214K $22.31
2022 Q2 REDUCED 11,070 -3,312 -23.0% 0.04% $343K $23.40
2022 Q1 ADDED 14,382 +5,094 +54.8% 0.05% $497K $25.65
2021 Q4 INITIATED 9,288 — — 0.03% $326K $25.76
% 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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