NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK

1141802

City

MILWAUKEE

State / Country

Stock

UTG — Reaves Utility Income Fund

Top Portfolio Positions

2,598 positions · $21,725,162,736 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	6,112,403	$3,975,140,167	18.30%
QQQ	Invesco Qqq Trust, Series 1	3,182,188	$1,836,695,269	8.45%
NVDA	Nvidia Corp Technology	5,796,037	$1,010,828,852	4.65%
AAPL	Apple Inc. Technology	3,673,641	$932,333,349	4.29%
MSFT	Microsoft Corp Technology	2,247,277	$831,874,527	3.83%
AMZN	Amazon Com Inc Consumer Cyclical	3,642,218	$758,564,742	3.49%
GOOGL	Alphabet Inc. Communication Services	2,260,545	$650,042,320	2.99%
IAU	Ishares Gold Trust	6,449,886	$568,621,949	2.62%
MDY	Spdr S&P Midcap 400 ETF Trust	864,768	$533,354,311	2.46%
META	Meta Platforms, Inc. Communication Services	692,603	$396,258,954	1.82%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,283,307	58,129	+1.2%	Shares	Defined	2026-05-07
2025-12-31	$2,101,521	57,450	+1.9%	Shares	Defined	2026-02-10
2025-09-30	$2,233,934	56,384	-3.1%	Shares	Defined	2025-11-14
2025-06-30	$2,106,001	58,209	+7.6%	Shares	Defined	2025-08-13
2025-03-31	$1,761,064	54,120	+4.1%	Shares	Defined	2025-05-14
2024-12-31	$1,647,246	51,980	-4.7%	Shares	Defined	2025-02-11
2024-09-30	$1,789,293	54,535	-5.3%	Shares	Defined	2024-11-12
2024-06-30	$1,573,877	57,609	+5.4%	Shares	Defined	2024-08-16
2024-03-31	$1,474,064	54,676	+12.0%	Shares	Defined	2024-05-15
2023-12-31	$1,305,125	48,808	-11.3%	Shares	Defined	2024-02-13
2023-09-30	$1,355,996	55,010	+5.5%	Shares	Defined	2023-11-14
2023-06-30	$1,429,404	52,130	+13.9%	Shares	Defined	2023-08-14
2023-03-31	$1,298,895	45,768	+10.7%	Shares	Defined	2023-05-15
2022-12-31	$1,168,483	41,333	-3.8%	Shares	Defined	2023-02-21
2022-09-30	$1,170,829	42,982	+6.1%	Shares	Defined	2022-11-14
2022-06-30	$1,255,717	40,507	+1.4%	Shares	Defined	2022-08-04
2022-03-31	$1,380,725	39,940	+11.3%	Shares	Defined	2022-05-09
2021-12-31	$1,260,175	35,882	+3.1%	Shares	Defined	2022-02-03
2021-09-30	$1,140,527	34,804	+2.6%	Shares	Defined	2021-11-15
2021-06-30	$1,163,657	33,916	-1.3%	Shares	Defined	2021-08-13
2021-03-31	$1,150,725	34,350	-1.4%	Shares	Defined	2021-05-14
2020-12-31	$1,142,108	34,831	-3.5%	Shares	Defined	2021-02-12
2020-09-30	$1,129,662	36,103	+25.6%	Shares	Defined	2020-11-13
2020-06-30	$867,373	28,740	+23.8%	Shares	Defined	2020-08-14
2020-03-31	$667,488	23,217	—	Shares	Defined	2020-05-08
No 13F history on record for this holder in this stock.