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.
Q2 2022 vs. Q1 2022
How the institutions holding Reaves Utility Income Fund changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Of which not filed for Q2 2022 | Q2 2022 | Change |
|---|---|---|---|---|
| Holders | 159 | 1 | 152 | −6 |
| Shares | 6.57M | 6.40K | 6.80M | +233.8K (+3.6%) |
| Value | $227.2M | $221.0K | $210.9M | −$16.1M (−7.1%) |
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (19)
Institutions that held Reaves Utility Income Fund at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sowell Financial Services LLC | 58,673 | $1.82M | 0.17% |
| Bank of Montreal | 29,461 | $921.0K | 0.00% |
| All Season Financial Advisors, Inc. | 27,115 | $841.0K | 0.72% |
| Cohen & Steers, Inc. | 15,285 | $474.0K | 0.00% |
| Merit Financial Group, LLC | 10,294 | $319.0K | 0.01% |
| Avantax Advisory Services, Inc. | 6,621 | $205.0K | 0.00% |
| Allie Family Office LLC | 6,490 | $201.0K | 0.16% |
| CoreCap Advisors, LLC | 6,103 | $189.0K | 0.01% |
| Total Clarity Wealth Management, Inc. | 4,557 | $141.0K | 0.07% |
| Rockefeller Capital Management L.P. | 2,219 | $68.0K | 0.00% |
| CX Institutional | 2,157 | $67.0K | 0.01% |
| McIlrath & Eck, LLC | 2,000 | $62.0K | 0.02% |
| Harbour Investments, Inc. | 1,302 | $40.0K | 0.00% |
| Private Trust Co NA | 1,000 | $31.0K | 0.00% |
| Venture Visionary Partners LLC | 784 | $24.3K | 0.00% |
| First Horizon Advisors, Inc. | 750 | $23.0K | 0.00% |
| Tower Research Capital LLC (TRC) | 458 | $14.0K | 0.00% |
| Versant Capital Management, Inc | 360 | $11.0K | 0.00% |
| TCI Wealth Advisors, Inc. | 67 | $2.00K | 0.00% |
Sold out (25)
Institutions that held Reaves Utility Income Fund at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Doliver Advisors, LP | 41,597 | $1.44M |
| Bokf, NA | 39,560 | $1.37M |
| Lincoln National Corp | 11,182 | $386.0K |
| Citadel Advisors LLC | 8,252 | $285.0K |
| Paragon Wealth Strategies, LLC | 7,455 | $258.0K |
| Salem Investment Counselors Inc | 7,383 | $255.0K |
| Mercer Global Advisors Inc | 6,731 | $233.0K |
| Keybank National Association | 6,401 | $221.0K |
| Evanson Asset Management, LLC | 6,400 | $221.0K |
| Capital Investment Advisory Services, LLC | 5,950 | $206.0K |
| HB Wealth Management, LLC | 5,862 | $203.0K |
| First Republic Investment Management, Inc. | 5,788 | $200.0K |
| Cribstone Capital Management, LLC | 3,715 | $128.0K |
| Koshinski Asset Management, Inc. | 3,252 | $112.4K |
| Gradient Investments LLC | 1,626 | $56.0K |
| Addison Advisors LLC | 1,560 | $54.0K |
| TCWP LLC | 670 | $23.0K |
| Private Capital Group, LLC | 593 | $21.0K |
| Vigilant Capital Management, LLC | 500 | $17.0K |
| Capital Analysts, LLC | 350 | $12.0K |
| Allworth Financial LP | 246 | $9.00K |
| Trustcore Financial Services, LLC | 273 | $9.00K |
| Fortitude Advisory Group L.L.C. | 230 | $8.00K |
| Bedel Financial Consulting, Inc. | 100 | $3.00K |
| FMR LLC | 1 | $0 |
Not filed for Q2 2022 yet (1)
Institutions that held Reaves Utility Income Fund at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Breiter Capital Management Inc | 6,400 | $221.0K |