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.
13F holders, Q1 2025
Institutional positions in Reaves Utility Income Fund as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 200
- +3 vs. Q4 2024
- Shares held
- 11.1M
- +801.7K (+7.8%) vs. Q4 2024
- Total value
- $359.9M
- +$34.7M (+10.7%) vs. Q4 2024
- New holders
- 25
- 83 more added
- Sold out
- 22
- 40 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UTG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 267 | $557.6M |
| Q1 2026 | 241 | $497.4M |
| Q4 2025 | 240 | $444.2M |
| Q3 2025 | 239 | $496.6M |
| Q2 2025 | 220 | $437.5M |
| Q1 2025 | 200 | $359.9M |
| Q4 2024 | 202 | $325.4M |
| Q3 2024 | 199 | $313.1M |
| Q2 2024 | 170 | $232.9M |
| Q1 2024 | 167 | $215.4M |
| Q4 2023 | 160 | $201.2M |
| Q3 2023 | 146 | $167.7M |
| Q2 2023 | 150 | $184.5M |
| Q1 2023 | 163 | $193.2M |
| Q4 2022 | 156 | $195.0M |
| Q3 2022 | 146 | $189.3M |
| Q2 2022 | 152 | $210.9M |
| Q1 2022 | 159 | $227.2M |
| Q4 2021 | 160 | $225.8M |
| Q3 2021 | 151 | $201.8M |
| Q2 2021 | 137 | $199.3M |
| Q1 2021 | 128 | $180.6M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Reaves Utility Income Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Proequities, Inc. | 0 | $0 | 0.00% | −8,270−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −1,669−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −29,417−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −23,537−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −23,272−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,455−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −15,711−100.0% | Sold out |
| Everstar Asset Management, LLC | 0 | $0 | 0.00% | −10,850−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,376−100.0% | Sold out |
| Family Office Research LLC | 0 | $0 | 0.00% | −7,626−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −6,627−100.0% | Sold out |
| Ramirez Asset Management, Inc. | 0 | $0 | 0.00% | −1,133−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Wingate Wealth Advisors, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Parvin Asset Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | Not filed |
| AlphaMark Advisors, LLC | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
| RE Dickinson Investment Advisors, LLC | – | – | – | – | Not filed |