Position in UTG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$69,224
+$2,448 QoQ
Shares Held
1,700
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#213
of 264 holders
Holding Since
Mar 2020
26 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, 2026Centerpoint Advisors, LLC holds $191,216 across 8 Asset Management names. UTG ranks #2 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
600 | $70,602 | |
| 2 | UTG |
Reaves Utility Income Fund
This page
|
1,700 | $69,224 | |
| 3 | CNS |
Cohen & Steers, Inc.
|
238 | $18,121 | |
| 4 | JCE |
Nuveen Core Equity Alpha Fund
|
1,000 | $16,360 | |
| 5 | HLNE |
Hamilton Lane INC
|
162 | $12,770 | |
| 6 | KKR |
KKR & Co. Inc.
|
45 | $4,130 | |
| 7 | BLK |
BlackRock, Inc.
|
7 | $7 | |
| 8 | VRTS |
Virtus Investment Partners, Inc.
|
12 | $2 |
All Filings in UTG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,224 | 1,700 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $66,776 | 1,700 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $62,186 | 1,700 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $67,354 | 1,700 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $61,506 | 1,700 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $55,318 | 1,700 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $53,873 | 1,700 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $55,777 | 1,700 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $46,444 | 1,700 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $45,832 | 1,700 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $45,458 | 1,700 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $41,905 | 1,700 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $46,614 | 1,700 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $48,246 | 1,700 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $48,059 | 1,700 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $46,308 | 1,700 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $52,700 | 1,700 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $58,769 | 1,700 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $59,704 | 1,700 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $55,709 | 1,700 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $58,327 | 1,700 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $56,950 | 1,700 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $55,743 | 1,700 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $53,193 | 1,700 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $51,306 | 1,700 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $48,875 | 1,700 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||