Position in UTG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$402,187
+$88,295 QoQ
Shares Held
10,239
+19.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Bey-Douglas LLC holds $1,309,618 across 5 Asset Management names. UTG ranks #1 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
This page
|
10,239 | $402,187 | |
| 2 | FSK |
FS KKR Capital Corp
|
33,152 | $337,487 | |
| 3 | EVG |
Eaton Vance Short Duration Diversified Income Fund
|
21,306 | $227,761 | |
| 4 | MMT |
Aberdeen Multi-Market Income Fund
|
41,491 | $191,688 | |
| 5 | ACP |
abrdn Income Credit Strategies Fund
|
29,509 | $150,495 |
All Filings in UTG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $402,187 | 10,239 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $313,892 | 8,581 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $339,979 | 8,581 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||