A detailed history of Nwf Advisory Services Inc. transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Nwf Advisory Services Inc. holds 26,762 shares of UTG stock, worth $1.05 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
26,762
Previous 25,240 6.03%
Holding current value
$1.05 Million
Previous $821 Million 17.89%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 09, 2025

BUY
$29.08 - $36.18 $44,259 - $55,065
1,522 Added 6.03%
26,762 $968 Million
Q1 2025

Aug 12, 2025

BUY
$31.08 - $34.42 $784,459 - $868,760
25,240 New
25,240 $821 Million
Q3 2024

Oct 06, 2025

SELL
$27.16 - $32.8 $32,673 - $39,458
-1,203 Reduced 6.53%
17,209 $565 Million
Q2 2024

Oct 06, 2025

SELL
$25.5 - $28.43 $25,500 - $28,430
-1,000 Reduced 5.15%
18,412 $503 Million
Q1 2024

Oct 06, 2025

SELL
$25.63 - $27.42 $188,380 - $201,537
-7,350 Reduced 27.46%
19,412 $523 Million

Others Institutions Holding UTG

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 ...
More about UTG
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