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 2022
Institutional positions in Reaves Utility Income Fund as of Mar 31, 2022. 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
- 159
- +2 vs. Q4 2021
- Shares held
- 6.57M
- +146.9K (+2.3%) vs. Q4 2021
- Total value
- $227.2M
- +$1.49M (+0.7%) vs. Q4 2021
- New holders
- 26
- 59 more added
- Sold out
- 24
- 28 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 267 | $557.6M |
| Q1 2026 | 241 | $497.4M |
| Q4 2025 | 240 | $444.2M |
| Q3 2025 | 239 | $496.6M |
| Q2 2025 | 220 | $437.5M |
| Q1 2025 | 200 | $359.9M |
| Q4 2024 | 202 | $325.4M |
| Q3 2024 | 199 | $313.1M |
| Q2 2024 | 170 | $232.9M |
| Q1 2024 | 167 | $215.4M |
| Q4 2023 | 160 | $201.2M |
| Q3 2023 | 146 | $167.7M |
| Q2 2023 | 150 | $184.5M |
| Q1 2023 | 163 | $193.2M |
| Q4 2022 | 156 | $195.0M |
| Q3 2022 | 146 | $189.3M |
| Q2 2022 | 152 | $210.9M |
| Q1 2022 | 159 | $227.2M |
| Q4 2021 | 160 | $225.8M |
| Q3 2021 | 151 | $201.8M |
| Q2 2021 | 137 | $199.3M |
| Q1 2021 | 128 | $180.6M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Reaves Utility Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Welch Group, LLC | 14,592 | $504.0K | 0.03% | +2,335+19.1% | Added |
| Cetera Investment Advisers | 14,699 | $508.0K | 0.01% | +577+4.1% | Added |
| David R. Rahn & Associates Inc. | 15,375 | $511.0K | 0.20% | +15,375 | New |
| Moors & Cabot, Inc. | 14,953 | $517.0K | 0.03% | −1,585−9.6% | Reduced |
| Sigma Planning Corp | 15,155 | $524.0K | 0.02% | +5,805+62.1% | Added |
| Snowden Capital Advisors LLC | 15,169 | $524.0K | 0.02% | +14,211+1,483.4% | Added |
| BerganKDV Wealth Management, LLC | 15,241 | $527.0K | 0.06% | −7,079−31.7% | Reduced |
| Johnson Investment Counsel Inc | 15,262 | $528.0K | 0.01% | 00.0% | Unchanged |
| Certified Advisory Corp | 17,249 | $596.0K | 0.13% | +4,727+37.7% | Added |
| Davenport & Co LLC | 17,408 | $602.0K | 0.00% | −11,914−40.6% | Reduced |
| Atria Wealth Solutions, Inc. | 17,672 | $611.0K | 0.01% | +17,672 | New |
| Centaurus Financial, Inc. | 17,973 | $621.0K | 0.05% | +56+0.3% | Added |
| Creative Planning | 18,552 | $641.0K | 0.00% | +459+2.5% | Added |
| HGK Asset Management Inc | 18,612 | $643.0K | 0.20% | +2,187+13.3% | Added |
| Western Wealth Management, LLC | 19,088 | $660.0K | 0.03% | +19,088 | New |
| Armor Investment Advisors, LLC | 19,246 | $665.0K | 0.38% | +3,211+20.0% | Added |
| Valeo Financial Advisors, LLC | 20,518 | $709.0K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 20,509 | $709.0K | 0.04% | +1,875+10.1% | Added |
| Atlas Brown,Inc. | 22,862 | $790.0K | 0.32% | +148+0.7% | Added |
| Sound View Wealth Advisors Group, LLC | 22,966 | $794.0K | 0.15% | +80.0% | Added |
| Future Financial Wealth Managment LLC | 23,492 | $812.0K | 0.67% | +1,326+6.0% | Added |
| AE Wealth Management LLC | 24,464 | $846.0K | 0.01% | −2,682−9.9% | Reduced |
| Merrion Investment Management Co, LLC | 25,000 | $864.0K | 0.63% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 30,869 | $1.05M | 0.00% | +8,593+38.6% | Added |
| Oppenheimer & Co Inc | 30,915 | $1.07M | 0.02% | 00.0% | Unchanged |
| StoneX Group Inc. | 30,930 | $1.08M | 0.09% | −1,727−5.3% | Reduced |
| Kestra Advisory Services, LLC | 34,885 | $1.21M | 0.01% | +6,725+23.9% | Added |
| Bokf, NA | 39,560 | $1.37M | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 39,940 | $1.38M | 0.00% | +4,058+11.3% | Added |
| Doliver Advisors, LP | 41,597 | $1.44M | 0.45% | +41,597 | New |
| Steward Partners Investment Advisory, LLC | 44,682 | $1.54M | 0.02% | +353+0.8% | Added |
| Good Life Advisors, LLC | 46,280 | $1.60M | 0.20% | +2,766+6.4% | Added |
| Ibex Wealth Advisors | 53,525 | $1.85M | 0.35% | −8,098−13.1% | Reduced |
| Cetera Advisor Networks LLC | 53,837 | $1.86M | 0.02% | −2,140−3.8% | Reduced |
| The PNC Financial Services Group, Inc. | 56,469 | $1.95M | 0.00% | +5,300+10.4% | Added |
| Wealthspire Advisors, LLC | 58,554 | $2.02M | 0.05% | +11,363+24.1% | Added |
| Magnus Financial Group LLC | 76,695 | $2.65M | 0.44% | +2,247+3.0% | Added |
| Tradition Wealth Management, LLC | 78,769 | $2.72M | 0.35% | +892+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 82,755 | $2.86M | 0.01% | +39,594+91.7% | Added |
| Focused Wealth Management, Inc | 83,492 | $2.89M | 0.46% | +10,383+14.2% | Added |
| Nations Financial Group Inc, | 92,476 | $3.20M | 0.38% | −8,072−8.0% | Reduced |
| HBW Advisory Services LLC | 94,521 | $3.27M | 1.15% | +8,026+9.3% | Added |
| Janney Montgomery Scott LLC | 99,287 | $3.43M | 0.01% | +22,615+29.5% | Added |
| Guggenheim Capital LLC | 102,686 | $3.55M | 0.02% | −8,008−7.2% | Reduced |
| Reaves W H & Co Inc | 110,867 | $3.83M | 0.12% | +1,740+1.6% | Added |
| Stifel Financial Corp | 126,695 | $4.38M | 0.01% | +502+0.4% | Added |
| LPL Financial LLC | 151,660 | $5.24M | 0.00% | +10,708+7.6% | Added |
| Private Advisor Group, LLC | 156,803 | $5.42M | 0.04% | +2,311+1.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 170,265 | $5.89M | 0.01% | +8,110+5.0% | Added |
| UBS Group AG | 203,179 | $7.02M | 0.00% | −15,666−7.2% | Reduced |
| Commonwealth Equity Services, LLC | 226,138 | $7.82M | 0.02% | −2,006−0.9% | Reduced |
| Raymond James & Associates | 238,082 | $8.23M | 0.01% | +30,781+14.8% | Added |
| Ameriprise Financial Inc | 253,706 | $8.77M | 0.00% | +18,176+7.7% | Added |
| Paralel Advisors LLC | 294,933 | $10.2M | 0.56% | 00.0% | Unchanged |
| Royal Bank of Canada | 342,471 | $11.8M | 0.00% | −25,959−7.0% | Reduced |
| Advisor Group Holdings, Inc. | 353,676 | $12.2M | 0.02% | +2,971+0.8% | Added |
| Wells Fargo & Company | 406,971 | $14.1M | 0.00% | +7,565+1.9% | Added |
| Morgan Stanley | 635,110 | $22.0M | 0.00% | +43,526+7.4% | Added |
| Bank of America Corp | 694,415 | $24.0M | 0.00% | +28,829+4.3% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −13,609−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −40,135−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −24,682−100.0% | Sold out |
| All Season Financial Advisors, Inc. | 0 | $0 | 0.00% | −19,618−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −11,701−100.0% | Sold out |
| Camden National Bank | 0 | $0 | 0.00% | −8,737−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −7,485−100.0% | Sold out |
| Security National Bank of Sioux City Iowa | 0 | $0 | 0.00% | −6,464−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −6,132−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −6,048−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −2,918−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −2,521−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,090−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| TAP Consulting, LLC | 0 | $0 | 0.00% | −1,715−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |