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.

Q4 2022 vs. Q3 2022

How the institutions holding Reaves Utility Income Fund changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of UTG: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Of which not filed for Q4 2022	Q4 2022	Change
Holders	146	2	156	+12
Shares	6.95M	8.63K	7.08M	+141.0K (+2.0%)
Value	$189.3M	$235.0K	$195.0M	+$5.94M (+3.1%)

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Reaves Utility Income Fund at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to UTG in Q4 2022
Institution	Shares	Value	% of portfolio
Weiss Asset Management LP	74,655	$2.11M	0.10%
Semus Wealth Partners LLC	33,772	$954.7K	1.16%
Susquehanna International Group, LLP	29,216	$825.9K	0.00%
Elequin Capital LP	21,695	$613.3K	0.17%
Landscape Capital Management, L.L.C.	15,660	$442.7K	0.07%
HBK Sorce Advisory LLC	12,012	$340.0K	0.01%
Money Concepts Capital Corp	7,849	$221.9K	0.01%
Citadel Advisors LLC	7,791	$220.3K	0.00%
Independent Financial Group, LLC	7,722	$218.3K	0.02%
IFG Advisory, LLC	7,579	$214.0K	0.02%
CoreCap Advisors, LLC	5,404	$152.8K	0.01%
Grove Bank & Trust	4,623	$131.0K	0.03%
Colonial Trust Advisors	2,500	$70.7K	0.01%
GWM Advisors LLC	874	$22.6K	0.00%
Cary Street Partner Investment Advisory LLC	800	$22.6K	0.00%
Align Wealth Management, LLC	500	$13.6K	0.01%
Allworth Financial LP	400	$11.3K	0.00%
AdvisorNet Financial, Inc	350	$9.89K	0.00%
Stonebridge Capital Advisors LLC	350	$9.89K	0.00%
Delta Asset Management LLC	291	$8.23K	0.00%
Castleview Partners, LLC	204	$5.77K	0.01%
Macroview Investment Management LLC	168	$4.75K	0.01%
Endurance Wealth Management, Inc.	95	$3.00K	0.00%
Hollencrest Capital Management	2	$57	0.00%
Huntington National Bank	–	$28	0.00%

Sold out (13)

Institutions that held Reaves Utility Income Fund at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of UTG in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Paralel Advisors LLC	261,524	$7.12M
Bank of Montreal	18,525	$587.0K
Cohen & Steers, Inc.	15,285	$416.0K
Ritholtz Wealth Management	12,145	$331.0K
Ahrens Investment Partners LLC	10,600	$289.0K
National Asset Management, Inc.	9,324	$254.0K
Hollow Brook Wealth Management LLC	7,994	$218.0K
Truist Financial Corp	7,610	$207.0K
TCI Wealth Advisors, Inc.	3,299	$90.0K
GPS Wealth Strategies Group, LLC	1,253	$34.0K
Householder Group Estate & Retirement Specialist, LLC	589	$16.0K
HWG Holdings LP	500	$14.0K
Mascoma Wealth Management LLC	80	$2.00K

Not filed for Q4 2022 yet (2)

Institutions that held Reaves Utility Income Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UTG in Q3 2022 that haven't filed for Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
American Portfolios Advisors	7,047	$192.0K
FourThought Financial, LLC	1,583	$43.0K