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Livermore
Livermore
ZHEN

Welch Group, LLC

SEC CIK
0001443095
Latest filing
Jul 23, 2026

UTG holding history

Reaves Utility Income Fund in every 13F filed by Welch Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UTG overviewAll 13F holders of UTGFull Q2 2026 holdings

Shares (Q2 2026)
19,729
Value
$803.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UTG by Welch Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,729$803.4K<0.1%00.0%UnchangedHolders
Q1 202619,729$775.0K<0.1%00.0%UnchangedHolders
Q4 202519,729$721.7K<0.1%−1,500−7.1%ReducedHolders
Q3 202521,229$841.1K<0.1%−1,271−5.6%ReducedHolders
Q2 202522,500$814.0K<0.1%+3,483+18.3%AddedHolders
Q1 202519,017$617.5K<0.1%00.0%UnchangedHolders
Q4 202419,017$604.9K<0.1%00.0%UnchangedHolders
Q3 202419,017$623.9K<0.1%00.0%UnchangedHolders
Q2 202419,017$519.5K<0.1%00.0%UnchangedHolders
Q1 202419,017$512.7K<0.1%−1,000−5.0%ReducedHolders
Q4 202320,017$535.3K<0.1%00.0%UnchangedHolders
Q3 202320,017$493.4K<0.1%+359+1.8%AddedHolders
Q2 202319,658$539.0K<0.1%00.0%UnchangedHolders
Q1 202319,658$557.9K<0.1%00.0%UnchangedHolders
Q4 202219,658$555.7K<0.1%+2,731+16.1%AddedHolders
Q3 202216,927$461.0K<0.1%+999+6.3%AddedHolders
Q2 202215,928$494.0K<0.1%+1,336+9.2%AddedHolders
Q1 202214,592$504.0K<0.1%+2,335+19.1%AddedHolders
Q4 202112,257$430.0K<0.1%+2,013+19.7%AddedHolders
Q3 202110,244$336.0K<0.1%00.0%UnchangedHolders
Q2 202110,244$351.0K<0.1%00.0%UnchangedHolders
Q1 202110,244$343.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.