Wright Wealth LLC

Position in UTG — Reaves Utility Income Fund

CIK 2046147 ATLANTA, GA

Position in UTG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,824,459

+$64,519 QoQ

Shares Held

44,805

0.0% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

5.48%

of 13F equity value

Holder Rank

#56

of 264 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wright Wealth LLC holds $5,475,643 across 3 Asset Management names. UTG ranks #2 (33.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMO	ClearBridge Energy Midstream Opportunity Fund Inc.	39,834	$1,995,683
2	UTG	Reaves Utility Income Fund This page	44,805	$1,824,459
3	JPC	Nuveen Preferred & Income Opportunities Fund	210,089	$1,655,501

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,824,459	44,805	0.0%	Shares	Sole	2026-07-29
2026-03-31	$1,759,940	44,805	+5.3%	Shares	Sole	2026-05-15
2025-12-31	$1,557,027	42,565	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.