Reaves Utility Income Fund

UTG

Exchange: NYSE
SEC CIK: 0001263994

SEC filings (opens in a new tab)

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.

Q1 2022 vs. Q4 2021

How the institutions holding Reaves Utility Income Fund changed between Q4 2021 and Q1 2022.

All holders in Q1 2022 All holders in Q4 2021

13F holders of UTG: Q4 2021 compared with Q1 2022
Measure	Q4 2021	Of which not filed for Q1 2022	Q1 2022	Change
Holders	160	3	159	+2
Shares	6.43M	2.73K	6.57M	+146.9K (+2.3%)
Value	$225.8M	$95.0K	$227.2M	+$1.49M (+0.7%)

3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Reaves Utility Income Fund at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to UTG in Q1 2022
Institution	Shares	Value	% of portfolio
Doliver Advisors, LP	41,597	$1.44M	0.45%
Western Wealth Management, LLC	19,088	$660.0K	0.03%
Atria Wealth Solutions, Inc.	17,672	$611.0K	0.01%
David R. Rahn & Associates Inc.	15,375	$511.0K	0.20%
SeaCrest Wealth Management, LLC	10,423	$360.0K	0.04%
Wellington Shields & Co., LLC	9,339	$323.0K	0.11%
Citadel Advisors LLC	8,252	$285.0K	0.00%
Paragon Wealth Strategies, LLC	7,455	$258.0K	0.07%
Independent Financial Group, LLC	6,937	$239.8K	0.02%
Mutual Advisors, LLC	6,590	$228.0K	0.01%
Cribstone Capital Management, LLC	3,715	$128.0K	0.07%
Bank of New Hampshire	1,560	$54.0K	0.01%
Joseph P. Lucia & Associates, LLC	1,275	$44.0K	0.03%
GPS Wealth Strategies Group, LLC	1,253	$43.0K	0.01%
IFP Advisors, Inc	1,440	$41.0K	0.00%
RWM Asset Management, LLC	1,000	$35.0K	0.01%
TCWP LLC	670	$23.0K	0.00%
Worth Asset Management, LLC	720	$23.0K	0.02%
Umb Bank N A	574	$20.0K	0.00%
Vigilant Capital Management, LLC	500	$17.0K	0.00%
Wellington Shields Capital Management, LLC	432	$15.0K	0.00%
Capital Analysts, LLC	350	$12.0K	0.00%
Retirement Group, LLC	310	$11.0K	0.00%
First PREMIER Bank	300	$10.0K	0.00%
Beacon Capital Management, LLC	163	$6.00K	0.00%
Moisand Fitzgerald Tamayo, LLC	68	$2.00K	0.00%

Sold out (24)

Institutions that held Reaves Utility Income Fund at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of UTG in Q1 2022
Institution	Shares, Q4 2021	Value, Q4 2021
Sowell Financial Services LLC	40,135	$1.41M
Camden Capital, LLC	24,682	$867.0K
All Season Financial Advisors, Inc.	19,618	$689.0K
Proequities, Inc.	13,609	$481.0K
BCJ Capital Management, LLC	11,701	$411.0K
Camden National Bank	8,737	$307.0K
Thompson Davis & Co., Inc.	7,600	$267.0K
AdvisorNet Financial, Inc	7,485	$263.0K
Security National Bank of Sioux City Iowa	6,464	$227.0K
GWM Advisors LLC	6,132	$216.0K
Total Clarity Wealth Management, Inc.	6,048	$212.0K
Clearstead Advisors, LLC	2,918	$102.0K
Advisors Asset Management, Inc.	2,521	$88.5K
Massmutual Trust Co FSB	2,500	$88.0K
CoreCap Advisors, LLC	2,090	$73.0K
McIlrath & Eck, LLC	2,000	$70.0K
Annapolis Financial Services, LLC	2,000	$70.0K
TAP Consulting, LLC	1,715	$60.0K
Eaton Vance Management	520	$18.0K
PSI Advisors, LLC	300	$11.0K
Delta Asset Management LLC	291	$10.0K
Assetmark, Inc	259	$9.00K
Outfitter Financial LLC	200	$7.00K
Amplius Wealth Advisors, LLC	100	$3.00K

Not filed for Q1 2022 yet (3)

Institutions that held Reaves Utility Income Fund at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UTG in Q4 2021 that haven't filed for Q1 2022
Institution	Shares, Q4 2021	Value, Q4 2021
Harbour Investments, Inc.	1,060	$37.0K
NEXT Financial Group, Inc	947	$33.0K
Carroll Financial Associates, Inc.	726	$25.0K