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Reaves Utility Income Fund

UTG
Exchange
NYSE
SEC CIK
0001263994

No open-market purchases or sales by Reaves Utility Income Fund insiders were filed in the last 90 days; 267 institutions reported holding it in 13F filings for Q2 2026, worth $557.6M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Reaves Utility Income Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
128
No complete 13F data for Q4 2020
Shares held
5.39M
No complete 13F data for Q4 2020
Total value
$180.6M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting UTG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 128 institutions
Q1 2021: 128 institutionsQ2 2021: 137 institutionsQ3 2021: 151 institutionsQ4 2021: 160 institutionsQ1 2022: 159 institutionsQ2 2022: 152 institutionsQ3 2022: 146 institutionsQ4 2022: 156 institutionsQ1 2023: 163 institutionsQ2 2023: 150 institutionsQ3 2023: 146 institutionsQ4 2023: 160 institutionsQ1 2024: 167 institutionsQ2 2024: 170 institutionsQ3 2024: 199 institutionsQ4 2024: 202 institutionsQ1 2025: 200 institutionsQ2 2025: 220 institutionsQ3 2025: 239 institutionsQ4 2025: 240 institutionsQ1 2026: 241 institutionsQ2 2026: 267 institutions
Value heldQ1 2021: $180.6M
Q1 2021: $180.6MQ2 2021: $199.3MQ3 2021: $201.8MQ4 2021: $225.8MQ1 2022: $227.2MQ2 2022: $210.9MQ3 2022: $189.3MQ4 2022: $195.0MQ1 2023: $193.2MQ2 2023: $184.5MQ3 2023: $167.7MQ4 2023: $201.2MQ1 2024: $215.4MQ2 2024: $232.9MQ3 2024: $313.1MQ4 2024: $325.4MQ1 2025: $359.9MQ2 2025: $437.5MQ3 2025: $496.6MQ4 2025: $444.2MQ1 2026: $497.4MQ2 2026: $557.6M
Institutions holding UTG and their total value by quarter
QuarterHoldersValue
Q2 2026267$557.6M
Q1 2026241$497.4M
Q4 2025240$444.2M
Q3 2025239$496.6M
Q2 2025220$437.5M
Q1 2025200$359.9M
Q4 2024202$325.4M
Q3 2024199$313.1M
Q2 2024170$232.9M
Q1 2024167$215.4M
Q4 2023160$201.2M
Q3 2023146$167.7M
Q2 2023150$184.5M
Q1 2023163$193.2M
Q4 2022156$195.0M
Q3 2022146$189.3M
Q2 2022152$210.9M
Q1 2022159$227.2M
Q4 2021160$225.8M
Q3 2021151$201.8M
Q2 2021137$199.3M
Q1 2021128$180.6M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Reaves Utility Income Fund.

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

Institutions holding UTG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Logan Capital Management Inc1,000$34.0K0.00%––
SOA Wealth Advisors, LLC.1,029$34.0K0.01%––
Accel Wealth Management825$28.0K0.02%––
Northern Oak Wealth Management Inc808$27.0K0.00%––
Twin Lakes Capital Management, LLC790$26.0K0.02%––
Carroll Financial Associates, Inc.726$24.0K0.00%––
AlphaMark Advisors, LLC600$20.0K0.01%––
Private Capital Group, LLC593$20.0K0.00%––
Orion Capital Management LLC600$20.0K0.01%––
Harbour Investments, Inc.500$17.0K0.00%––
North Star Investment Management Corp.500$17.0K0.00%––
International Assets Investment Management, LLC480$16.0K0.00%––
NEXT Financial Group, Inc450$15.0K0.00%––
Brewin Dolphin Ltd420$14.1K0.00%––
D'Orazio & Associates, Inc.405$14.0K0.00%––
Gradient Investments LLC353$12.0K0.00%––
Cordasco Financial Network351$12.0K0.01%––
Delta Asset Management LLC291$10.0K0.00%––
RPG Investment Advisory, LLC300$10.0K0.00%––
Eaton Vance Management230$8.00K0.00%––
Central Trust Co200$7.00K0.00%––
Motco200$7.00K0.00%––
Grandview Asset Management LLC200$7.00K0.00%––
Key Financial Inc154$5.00K0.00%––
CWM, LLC119$4.00K0.00%––
Trustcore Financial Services, LLC115$4.00K0.00%––
HBC Financial Services, PLLC7$2480.00%––
FMR LLC2$00.00%––