Position in UTG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$803,364
+$28,409 QoQ
Shares Held
19,729
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#91
of 264 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Welch Group, LLC holds $14,497,320 across 7 Asset Management names. UTG ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
87,644 | $10,313,069 | |
| 2 | STT |
State Street Corp
|
7,635 | $1,294,896 | |
| 3 | BLK |
BlackRock, Inc.
|
1,104 | $1,061,562 | |
| 4 | UTG |
Reaves Utility Income Fund
This page
|
19,729 | $803,364 | |
| 5 | NTRS |
Northern Trust Corp
|
3,153 | $548,117 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
26,159 | $284,348 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
10,173 | $191,964 |
All Filings in UTG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,364 | 19,729 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $774,955 | 19,729 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $721,686 | 19,729 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $841,092 | 21,229 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $814,050 | 22,500 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $618,813 | 19,017 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $602,648 | 19,017 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $623,947 | 19,017 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $519,544 | 19,017 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $512,698 | 19,017 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $535,254 | 20,017 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $493,419 | 20,017 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $539,022 | 19,658 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $557,894 | 19,658 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $555,731 | 19,658 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $461,091 | 16,927 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $493,768 | 15,928 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $504,445 | 14,592 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $430,465 | 12,257 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $335,695 | 10,244 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $351,471 | 10,244 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $343,174 | 10,244 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $210,544 | 6,421 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $200,913 | 6,421 | Shares | Sole | 2020-10-28 | |
| 2020-03-31 | $184,603 | 6,421 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||