Caldwell Trust CO Reaves Utility Income Fund Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Caldwell Trust CO holds 825 shares of UTG stock, worth $32,216. This represents 0.0% of its overall portfolio holdings.
Number of Shares
825
Previous 825
-0.0%
Holding current value
$32,216
Previous $29.8 Million
9.51%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding UTG
# of Institutions
256Shares Held
12.7MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.04MShares$40.7 Million0.0% of portfolio
-
Morgan Stanley New York, NY975KShares$38.1 Million0.0% of portfolio
-
Cornerstone Advisors, LLC Asheville, NC732KShares$28.6 Million0.93% of portfolio
-
Wells Fargo & Company San Francisco, CA633KShares$24.7 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC617KShares$24.1 Million0.01% of portfolio
About REAVES UTILITY INCOME FUND
- Ticker UTG
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Reaves Utility Income Fund is a closed ended balanced mutual fund launched and managed by W. H. Reaves & Company, Inc. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in securities of companies operating in the Utilities sector. The fund primarily invests in dividend paying stocks and debt ...