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 2023 vs. Q3 2023

How the institutions holding Reaves Utility Income Fund changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of UTG: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	146	2	160	+16
Shares	6.80M	76.7K	7.57M	+843.2K (+12.5%)
Value	$167.7M	$1.89M	$201.2M	+$35.4M (+21.4%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (32)

Institutions that held Reaves Utility Income Fund at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to UTG in Q4 2023
Institution	Shares	Value	% of portfolio
Sterling Investment Advisors, Ltd.	123,044	$3.29M	1.02%
JBR Co Financial Management Inc	117,458	$3.14M	2.95%
Lido Advisors, LLC	108,488	$2.92M	0.03%
LongView Wealth Management	76,200	$2.09M	0.93%
Landscape Capital Management, L.L.C.	51,916	$1.39M	0.12%
Wealth Effects LLC	37,943	$1.01M	0.38%
Stratos Wealth Partners, LTD.	15,949	$426.5K	0.01%
All Season Financial Advisors, Inc.	12,933	$345.8K	0.29%
Susquehanna International Group, LLP	12,628	$337.7K	0.00%
Virtu Financial LLC	10,849	$290.0K	0.02%
Focus Financial Network Inc	10,545	$282.0K	0.01%
Custom Index Systems, LLC	10,428	$278.9K	0.18%
Capital Investment Advisory Services, LLC	9,539	$255.1K	0.02%
Lincoln National Corp	8,889	$237.7K	0.00%
CoreCap Advisors, LLC	8,404	$224.7K	0.01%
National Asset Management, Inc.	7,957	$214.3K	0.01%
Brighton Jones LLC	7,848	$209.9K	0.01%
Novak & Powell Financial Services, Inc.	7,546	$201.8K	0.13%
Miracle Mile Advisors, LLC	7,500	$200.6K	0.01%
ELCO Management Co., LLC	7,500	$200.6K	0.13%
Financial Security Advisor, Inc.	7,500	$200.6K	0.08%
Principal Securities, Inc.	3,404	$91.0K	0.00%
Bogart Wealth, LLC	2,200	$58.8K	0.00%
Baystate Wealth Management LLC	2,007	$53.7K	0.00%
Bruce G. Allen Investments, LLC	1,907	$51.0K	0.05%
Mercer Global Advisors Inc	49,772	$50.0K	0.00%
Clearstead Advisors, LLC	1,382	$37.0K	0.00%
McGlone Suttner Wealth Management, Inc.	1,147	$30.7K	0.01%
Truvestments Capital LLC	700	$18.7K	0.01%
Global Retirement Partners, LLC	500	$13.3K	0.00%
St Germain D J Co Inc	115	$3.08K	0.00%
JPMorgan Chase & Co	50	$1.34K	0.00%

Sold out (16)

Institutions that held Reaves Utility Income Fund at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of UTG in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
BCJ Capital Management, LLC	152,501	$3.76M
HGK Asset Management Inc	18,582	$458.0K
SeaCrest Wealth Management, LLC	9,070	$223.6K
Wellington Shields & Co., LLC	8,539	$210.5K
Cetera Advisors LLC	8,495	$209.4K
Cassaday & Co Wealth Management LLC	8,200	$202.1K
Grove Bank & Trust	4,623	$114.0K
Stonebridge Capital Advisors LLC	2,210	$54.5K
CWM, LLC	1,055	$26.0K
Cary Street Partner Investment Advisory LLC	800	$19.7K
Householder Group Estate & Retirement Specialist, LLC	589	$14.5K
ORG Partners LLC	570	$14.0K
Wellington Shields Capital Management, LLC	485	$12.0K
Hollencrest Capital Management	380	$9.36K
Farther Finance Advisors, LLC	80	$1.97K
American National Bank	30	$740

Not filed for Q4 2023 yet (2)

Institutions that held Reaves Utility Income Fund at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UTG in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Claybrook Capital, LLC	66,212	$1.63M
Focus Financial Network, Inc.	10,484	$258.4K