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Position history for MORGAN STANLEYMORGAN STANLEY's holdings in REAVES UTILITY INCOME FUND

MORGAN STANLEY holds 1.2M shares of UTG (REAVES UTILITY INCOME FUND), worth $49.1M as of 2026-Q2. The position was increased (+5.8% shares). UTG represents 0.0% of MORGAN STANLEY's portfolio.

Current Value

$49.1M

Current Shares

1.2M

Total Value Change

+$22.1M

Total Shares Change

+384,211

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+5.8%
$49.1M0.0%$40.51
31
2026-Q1
Increased
1.1M
+6.5%
$44.7M0.0%$38.52
31
2025-Q4
Increased
1.1M
+6.8%
$39.1M0.0%$35.52
31
2025-Q3
Increased
1M
+2.8%
$39.7M0.0%$37.67
30
2025-Q2
Increased
975,172
+1.5%
$35.3M0.0%$33.86
29
2025-Q1
Increased
960,439
+9.5%
$31.3M0.0%$29.94
32
2024-Q4
Increased
877,082
+6.8%
$27.8M0.0%$28.83
31
2024-Q3
Increased
820,881
+10.3%
$26.9M0.0%$29.16
32

Other major holders of UTG: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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