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 2024 vs. Q3 2024

How the institutions holding Reaves Utility Income Fund changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of UTG: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	199	8	202	+11
Shares	9.54M	274.4K	10.3M	+996.7K (+10.8%)
Value	$313.1M	$9.00M	$325.4M	+$21.3M (+7.0%)

8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Reaves Utility Income Fund at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to UTG in Q4 2024
Institution	Shares	Value	% of portfolio
Raymond James Financial Inc	274,632	$8.70M	0.00%
Smith Asset Management Co., LLC	80,887	$2.56M	2.50%
Change Path, LLC	64,833	$2.05M	0.06%
Kercheville Advisors, LLC	29,153	$923.9K	0.36%
Vivaldi Capital Management, LLC	24,350	$814.8K	0.12%
Readystate Asset Management LP	23,537	$745.9K	0.03%
Walleye Capital LLC	23,272	$737.5K	0.01%
Atlanta Consulting Group Advisors, LLC	22,995	$728.7K	0.27%
Ameriflex Group, Inc.	18,799	$619.1K	0.28%
Maridea Wealth Management LLC	14,522	$460.2K	0.15%
We Are One Seven, LLC	13,171	$417.4K	0.02%
Neville Rodie & Shaw Inc	12,701	$402.0K	0.03%
Virtu Financial LLC	10,376	$329.0K	0.02%
Calamos Advisors LLC	9,532	$302.1K	0.00%
Family Office Research LLC	7,626	$241.7K	0.11%
Visionary Wealth Advisors	6,772	$214.6K	0.01%
Per Stirling Capital Management, LLC.	6,592	$208.9K	0.03%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	6,370	$201.9K	0.03%
MAI Capital Management	3,181	$100.8K	0.00%
Hexagon Capital Partners LLC	1,075	$34.1K	0.01%
Tradewinds Capital Management, LLC	320	$10.1K	0.00%
Transce3nd, LLC	279	$8.84K	0.00%
Signature Resources Capital Management, LLC	250	$7.92K	0.01%
Albion Financial Group	245	$7.76K	0.00%
Cullen/Frost Bankers, Inc.	209	$6.62K	0.00%
Wingate Wealth Advisors, Inc.	200	$6.34K	0.01%
Parvin Asset Management, LLC	100	$3.17K	0.00%
Raleigh Capital Management Inc.	47	$1.50K	0.00%
RE Dickinson Investment Advisors, LLC	5	$200	0.00%

Sold out (18)

Institutions that held Reaves Utility Income Fund at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of UTG in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Prosperity Wealth Management, Inc.	33,400	$1.10M
NWF Advisory Services Inc.	17,209	$564.6K
Savant Capital, LLC	12,284	$403.0K
Personal Cfo Solutions, LLC	11,350	$372.4K
Miracle Mile Advisors, LLC	8,500	$278.9K
Western Wealth Management, LLC	7,991	$262.2K
Nwam LLC	6,786	$222.6K
TrueMark Investments, LLC	6,125	$201.0K
Lindbrook Capital, LLC	2,500	$82.0K
Gilliland Jeter Wealth Management LLC	2,500	$82.0K
TD Private Client Wealth LLC	2,257	$74.1K
GeoWealth Management, LLC	1,999	$65.6K
Macroview Investment Management LLC	706	$23.2K
Partnership Wealth Management, LLC	600	$19.7K
Ashton Thomas Securities, LLC	300	$9.84K
Global Retirement Partners, LLC	298	$9.78K
Motco	200	$6.56K
Jaffetilchin Investment Partners, LLC	3	$98

Not filed for Q4 2024 yet (8)

Institutions that held Reaves Utility Income Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UTG in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Raymond James & Associates	124,194	$4.07M
Raymond James Financial Services Advisors, Inc.	80,246	$2.63M
All Season Financial Advisors, Inc.	24,976	$819.5K
Biechele Royce Advisors	24,350	$799.0K
Graybill Bartz & Assoc Ltd	11,396	$373.9K
LifePro Asset Management	8,139	$267.0K
FinTrust Capital Advisors, LLC	1,006	$33.0K
Planning Capital Management Corp	143	$4.68K