Pinnacle Wealth Management Group, Inc.
Position in UTG — Reaves Utility Income Fund
CIK 1868491
PLYMOUTH, MI
Position in UTG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$217,852
+$7,704 QoQ
Shares Held
5,350
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#180
of 264 holders
Holding Since
Jun 2021
11 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, 2026Pinnacle Wealth Management Group, Inc. holds $217,852 across 1 Asset Management name. UTG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
This page
|
5,350 | $217,852 |
All Filings in UTG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,852 | 5,350 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $210,148 | 5,350 | Shares | Sole | 2026-04-14 | |
| 2025-09-30 | $211,967 | 5,350 | Shares | Sole | 2025-10-08 | |
| 2023-03-31 | $204,336 | 7,200 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $212,731 | 7,525 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $204,981 | 7,525 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $233,275 | 7,525 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $260,139 | 7,525 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $257,043 | 7,319 | Shares | Sole | 2022-03-15 | |
| 2021-09-30 | $339,595 | 10,363 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $405,132 | 11,808 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||