Question 1

How many shares of UTG does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 51,586 shares of UTG (REAVES UTILITY INCOME FUND).

Question 2

What is Steward Partners Investment Advisory, LLC's UTG position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's UTG position is worth $2.1M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling UTG?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their UTG position (+2.9% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy UTG?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in UTG in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	51,586	+2.9%	$2.1M	0.0%	$40.51	27
2026-Q1	Increased	50,113	+45.0%	$2M	0.0%	$38.52	35
2025-Q4	Increased	34,568	+9.4%	$1.3M	0.0%	$35.52	28
2025-Q3	Decreased	31,595	-4.3%	$1.3M	0.0%	$37.67	0
2025-Q2	Increased	32,998	+6.1%	$1.2M	0.0%	$33.86	27
2025-Q1	Decreased	31,114	-0.7%	$1M	0.0%	$29.94	0
2024-Q4	Increased	31,347	+4.4%	$993,390	0.0%	$28.83	26
2024-Q3	Increased	30,021	+4.3%	$984,986	0.0%	$29.16	26
2024-Q2	Increased	28,784	+5.2%	$786,374	0.0%	$23.82	26
2024-Q1	Increased	27,368	+14.1%	$737,849	0.0%	$23.02	28
2023-Q4	Increased	23,987	+8.3%	$641,419	0.0%	$22.50	27
2023-Q3	Decreased	22,150	-42.7%	$546,001	0.0%	$20.15	0
2023-Q2	Decreased	38,656	-28.9%	$1.1M	0.0%	$21.95	0
2023-Q1	Increased	54,328	+14.8%	$1.5M	0.0%	$22.26	29
2022-Q4	Decreased	47,336	-2.2%	$1.3M	0.0%	$21.88	0
2022-Q3	Increased	48,395	+4.6%	$1.3M	0.0%	$20.53	27
2022-Q2	Increased	46,271	+3.6%	$1.4M	0.0%	$22.95	26
2022-Q1	Increased	44,682	+0.8%	$1.5M	0.0%	$25.16	26
2021-Q4	Increased	44,329	+11.9%	$1.6M	0.0%	$25.26	29
2021-Q3	Decreased	39,602	-2.0%	$1.3M	0.0%	$23.05	0
2021-Q2	Decreased	40,426	-67.0%	$1.4M	0.0%	$23.75	0
2021-Q1	Increased	122,352	+120.2%	$2.1B	0.0%	$22.84	51
2020-Q4	Increased	55,562	+9.4%	$1.8M	0.0%	$22.11	28
2020-Q3	Decreased	50,764	-1.0%	$1.6M	0.0%	$20.65	0
2020-Q2	Decreased	51,272	-0.7%	$1.5M	0.0%	$19.58	0
2020-Q1	Increased	51,627	+5.5%	$1.5M	0.1%	$18.34	27
2019-Q4	Increased	48,913	+17.8%	$1.8M	0.1%	$23.33	30
2019-Q3	Increased	41,527	+48.6%	$1.5M	0.1%	$22.66	35
2019-Q2	Increased	27,937	+22.2%	$1M	0.0%	$21.78	30
2019-Q1	New	22,855	-	$769,000	0.0%	$20.19	34

UTG30 quarters

UTG
30 quarters