Back to UTG
Merrion Investment Management Co, LLC → UTG
Merrion Investment Management Co, LLC UTG Position History
Reaves Utility Income Fund • Utilities
Quarters held
4
Latest value
$1M
Q3 2026
Peak value
$1.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $915K |
| Q1 2026 | $1.1M |
| Q2 2026 | $1.2M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 30.0K | — | — |
| Q2 2026 | $1.2M | 30.0K | — | — |
| Q1 2026 | $1.1M | 27.5K | — | — |
| Q4 2025 | $915K | 25.0K | — | — |