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WEALTH EFFECTS LLC UTG Position History
Reaves Utility Income Fund • Utilities
Quarters held
5
Latest value
$3.2M
Q3 2026
Peak value
$3.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.8M |
| Q4 2025 | $2.8M |
| Q1 2026 | $3.3M |
| Q2 2026 | $3.3M |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 93.0K | — | — |
| Q2 2026 | $3.3M | 82.0K | — | — |
| Q1 2026 | $3.3M | 82.9K | — | — |
| Q4 2025 | $2.8M | 77.1K | — | — |
| Q3 2025 | $2.8M | 70.2K | — | — |