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 2024 vs. Q4 2023

How the institutions holding Reaves Utility Income Fund changed between Q4 2023 and Q1 2024.

All holders in Q1 2024 All holders in Q4 2023

13F holders of UTG: Q4 2023 compared with Q1 2024
Measure	Q4 2023	Of which not filed for Q1 2024	Q1 2024	Change
Holders	160	3	167	+10
Shares	7.57M	21.9K	8.04M	+489.6K (+6.5%)
Value	$201.2M	$584.4K	$215.4M	+$14.7M (+7.3%)

3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (23)

Institutions that held Reaves Utility Income Fund at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to UTG in Q1 2024
Institution	Shares	Value	% of portfolio
PFG Investments, LLC	73,305	$1.98M	0.12%
Aquire Wealth Advisors, LLC	46,915	$1.26M	0.44%
Oak Family Advisors, LLC	45,629	$1.23M	0.47%
Mariner, LLC	37,491	$1.01M	0.00%
Atlanta Consulting Group Advisors, LLC	13,595	$366.5K	0.13%
Focus Financial Network, Inc.	10,365	$266.4K	0.01%
MML Investors Services, LLC	8,884	$240.0K	0.00%
LifePro Asset Management	8,139	$219.4K	0.14%
Western Wealth Management, LLC	7,915	$213.4K	0.02%
Regal Investment Advisors LLC	7,823	$210.9K	0.01%
Walled Lake Planning & Wealth Management, LLC	7,570	$204.1K	0.08%
Continuum Advisory, LLC	3,126	$86.8K	0.01%
Brown Brothers Harriman & Co	3,166	$85.4K	0.00%
ORG Partners LLC	2,876	$78.1K	0.15%
Gilliland Jeter Wealth Management LLC	2,500	$67.4K	0.02%
Smartleaf Asset Management LLC	1,560	$41.9K	0.01%
LRI Investments, LLC	1,440	$38.8K	0.01%
Ronald Blue Trust, Inc.	1,336	$36.0K	0.00%
Hilltop National Bank	590	$15.9K	0.01%
Larson Financial Group LLC	225	$6.07K	0.00%
Hollencrest Capital Management	200	$5.39K	0.00%
Avion Wealth	0	$1.00K	0.00%
WR Wealth Planners, LLC	17	$449	0.00%

Sold out (13)

Institutions that held Reaves Utility Income Fund at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of UTG in Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Cetera Advisor Networks LLC	76,552	$2.05M
Prevail Innovative Wealth Advisors, LLC	24,267	$648.9K
Susquehanna International Group, LLP	12,628	$337.7K
Virtu Financial LLC	10,849	$290.0K
Capital Investment Advisory Services, LLC	9,539	$255.1K
National Asset Management, Inc.	7,957	$214.3K
Brighton Jones LLC	7,848	$209.9K
Focused Wealth Management, Inc	7,309	$195.4K
Bogart Wealth, LLC	2,200	$58.8K
Clearstead Advisors, LLC	1,382	$37.0K
McGlone Suttner Wealth Management, Inc.	1,147	$30.7K
Truvestments Capital LLC	700	$18.7K
St Germain D J Co Inc	115	$3.08K

Not filed for Q1 2024 yet (3)

Institutions that held Reaves Utility Income Fund at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UTG in Q4 2023 that haven't filed for Q1 2024
Institution	Shares, Q4 2023	Value, Q4 2023
Focus Financial Network Inc	10,545	$282.0K
Paragon Wealth Strategies, LLC	9,304	$248.8K
Baystate Wealth Management LLC	2,007	$53.7K