Atlanta Consulting Group Advisors, LLC
Position in UTG — Reaves Utility Income Fund
CIK 2019038
ATLANTA, GA
Position in UTG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$852,595
+$32,076 QoQ
Shares Held
20,938
+0.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#88
of 264 holders
Holding Since
Mar 2024
8 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, 2026Atlanta Consulting Group Advisors, LLC holds $7,371,160 across 6 Asset Management names. UTG ranks #2 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
37,839 | $4,452,515 | |
| 2 | UTG |
Reaves Utility Income Fund
This page
|
20,938 | $852,595 | |
| 3 | RVT |
Royce Small-Cap Trust, Inc.
|
42,931 | $792,935 | |
| 4 | RJF |
Raymond James Financial Inc
|
3,383 | $514,317 | |
| 5 | AMG |
Affiliated Managers Group, Inc.
|
1,150 | $389,160 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
8,679 | $369,638 |
All Filings in UTG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,595 | 20,938 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $820,519 | 20,889 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $762,254 | 20,838 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $823,501 | 20,785 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $887,640 | 24,534 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $796,611 | 24,481 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $728,711 | 22,995 | Shares | Sole | 2025-05-16 | |
| 2024-03-31 | $366,521 | 13,595 | Shares | Sole | 2024-08-26 | |
| No filing history on record for this holder in this stock. | ||||||