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Concurrent Investment Advisors, LLC → UTG
Concurrent Investment Advisors, LLC UTG Position History
Reaves Utility Income Fund • Utilities
Quarters held
4
Latest value
$501K
Q3 2026
Peak value
$501K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $405K |
| Q1 2026 | $223K |
| Q2 2026 | $231K |
| Q3 2026 | $501K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $501K | 14.6K | — | — |
| Q2 2026 | $231K | 5.7K | — | — |
| Q1 2026 | $223K | 5.7K | — | — |
| Q3 2025 | $405K | 10.2K | — | — |