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Beacon Capital Management, Inc. → UTG
Beacon Capital Management, Inc. UTG Position History
Reaves Utility Income Fund
Quarters held
6
Latest value
$1.2M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.4M |
| Q3 2026 | $1.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.2M | 34.5K | — | — |
| Q2 2026 | $1.4M | 34.5K | — | — |
| Q1 2026 | $1.4M | 34.5K | — | — |
| Q1 2026 | $1.4M | 34.5K | — | — |
| Q4 2025 | $1.3M | 34.5K | — | — |
| Q3 2025 | $1.4M | 34.5K | — | — |