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 2024 vs. Q1 2024
How the institutions holding Reaves Utility Income Fund changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 167 | 2 | 170 | +5 |
| Shares | 8.04M | 34.9K | 8.53M | +521.6K (+6.5%) |
| Value | $215.4M | $941.3K | $232.9M | +$18.5M (+8.6%) |
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (22)
Institutions that held Reaves Utility Income Fund at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Sanctuary Advisors, LLC | 93,193 | $2.44M | 0.02% |
| Sunpointe, LLC | 23,871 | $652.2K | 0.42% |
| CWM, LLC | 18,944 | $518.0K | 0.00% |
| Belpointe Asset Management LLC | 17,646 | $482.1K | 0.03% |
| XML Financial, LLC | 17,454 | $476.8K | 0.05% |
| Personal Cfo Solutions, LLC | 11,350 | $310.1K | 0.05% |
| Orca Investment Management, LLC | 10,598 | $289.5K | 0.28% |
| Prospera Financial Services Inc | 10,033 | $274.1K | 0.01% |
| Leslie Global Wealth, LLC | 9,667 | $264.1K | 0.15% |
| Virtu Financial LLC | 9,439 | $258.0K | 0.02% |
| Oakworth Capital, Inc. | 9,000 | $245.9K | 0.02% |
| Keel Point, LLC | 7,984 | $231.8K | 0.02% |
| National Asset Management, Inc. | 8,114 | $221.7K | 0.01% |
| Avantax Advisory Services, Inc. | 7,345 | $200.7K | 0.00% |
| Monetary Management Group Inc | 6,000 | $163.9K | 0.04% |
| CIBC Private Wealth Group, LLC | 2,840 | $78.2K | 0.00% |
| EverSource Wealth Advisors, LLC | 2,500 | $71.5K | 0.00% |
| Geneos Wealth Management Inc. | 2,400 | $65.6K | 0.00% |
| Salem Investment Counselors Inc | 1,596 | $43.6K | 0.00% |
| Boyd Watterson Asset Management LLC | 100 | $2.73K | 0.00% |
| Aspect Partners, LLC | 25 | $683 | 0.00% |
| Ancora Advisors, LLC | 21 | $574 | 0.00% |
Sold out (17)
Institutions that held Reaves Utility Income Fund at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Aquire Wealth Advisors, LLC | 46,915 | $1.26M |
| Landscape Capital Management, L.L.C. | 15,680 | $422.7K |
| Atlanta Consulting Group Advisors, LLC | 13,595 | $366.5K |
| Wealth Enhancement Advisory Services, LLC | 11,170 | $301.1K |
| Wealthspire Advisors, LLC | 9,963 | $268.6K |
| Neville Rodie & Shaw Inc | 9,931 | $268.0K |
| Commonwealth Financial Services, LLC | 9,815 | $262.5K |
| Lincoln National Corp | 9,083 | $244.9K |
| CoreCap Advisors, LLC | 5,904 | $159.2K |
| AdvisorNet Financial, Inc | 2,210 | $59.6K |
| Smartleaf Asset Management LLC | 1,560 | $41.9K |
| Pinnacle Bancorp, Inc. | 804 | $21.7K |
| First Horizon Advisors, Inc. | 750 | $20.2K |
| First PREMIER Bank | 300 | $8.00K |
| Hollencrest Capital Management | 200 | $5.39K |
| Avion Wealth | 0 | $1.00K |
| FMR LLC | 1 | $27 |
Not filed for Q2 2024 yet (2)
Institutions that held Reaves Utility Income Fund at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Highlander Capital Management, LLC | 34,455 | $928.9K |
| Retirement Group, LLC | 460 | $12.4K |