A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 5,350 shares of UTG stock, worth $208,917. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,350
Holding current value
$208,917
% of portfolio
0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025

BUY
$35.81 - $39.62 $191,583 - $211,967
5,350 New
5,350 $211,000
Q1 2023

Apr 27, 2023

SELL
$26.48 - $30.34 $8,606 - $9,860
-325 Reduced 4.32%
7,200 $204,000
Q1 2022

Apr 21, 2022

BUY
$31.16 - $35.22 $6,418 - $7,255
206 Added 2.81%
7,525 $260,000
Q4 2021

Mar 15, 2022

SELL
$32.65 - $35.44 $99,386 - $107,879
-3,044 Reduced 29.37%
7,319 $257,000
Q3 2021

Oct 28, 2021

SELL
$32.7 - $36.33 $47,251 - $52,496
-1,445 Reduced 12.24%
10,363 $340,000
Q2 2021

Aug 10, 2021

BUY
$33.34 - $35.42 $393,678 - $418,239
11,808 New
11,808 $405,000

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
Track This Portfolio

Track Pinnacle Wealth Management Group, Inc. Portfolio

Follow Pinnacle Wealth Management Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Group, Inc. with notifications on news.