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, Q2 2025
Institutional positions in Reaves Utility Income Fund as of Jun 30, 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
- 220
- +21 vs. Q1 2025
- Shares held
- 12.1M
- +1.03M (+9.3%) vs. Q1 2025
- Total value
- $437.5M
- +$77.6M (+21.6%) vs. Q1 2025
- New holders
- 33
- 93 more added
- Sold out
- 12
- 47 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Reaves Utility Income Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 150,194 | $5.43M | 0.03% | +822+0.6% | Added |
| Cetera Investment Advisers | 150,407 | $5.44M | 0.01% | +1,096+0.7% | Added |
| Guggenheim Capital LLC | 178,906 | $6.47M | 0.05% | −41,466−18.8% | Reduced |
| UBS Group AG | 188,829 | $6.83M | 0.00% | +13,284+7.6% | Added |
| Sterling Investment Advisors, Ltd. | 192,359 | $6.96M | 1.53% | +7,178+3.9% | Added |
| Magnus Financial Group LLC | 203,951 | $7.38M | 0.65% | +16,876+9.0% | Added |
| Advisor Group Holdings, Inc. | 237,084 | $8.58M | 0.02% | +3,165+1.4% | Added |
| Oak Family Advisors, LLC | 249,394 | $9.02M | 3.27% | −18,493−6.9% | Reduced |
| Stifel Financial Corp | 255,169 | $9.23M | 0.01% | +31,446+14.1% | Added |
| Raymond James Financial Inc | 287,238 | $10.4M | 0.00% | +43,358+17.8% | Added |
| Captrust Financial Advisors | 359,116 | $13.0M | 0.03% | −8,079−2.2% | Reduced |
| J.W. Cole Advisors, Inc. | 362,956 | $13.1M | 0.28% | +285,103+366.2% | Added |
| Ameriprise Financial Inc | 382,317 | $13.8M | 0.00% | −107,966−22.0% | Reduced |
| Royal Bank of Canada | 493,887 | $17.9M | 0.00% | −7,258−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 509,049 | $18.4M | 0.02% | +19,474+4.0% | Added |
| LPL Financial LLC | 616,607 | $22.3M | 0.01% | +17,406+2.9% | Added |
| Wells Fargo & Company | 632,944 | $22.9M | 0.01% | +8,312+1.3% | Added |
| Cornerstone Advisors, LLC | 732,485 | $26.5M | 0.91% | +325,939+80.2% | Added |
| Morgan Stanley | 975,172 | $35.3M | 0.00% | +14,733+1.5% | Added |
| Bank of America Corp | 1,043,401 | $37.8M | 0.00% | +109,614+11.7% | Added |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −29,554−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −10,577−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −10,470−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −7,848−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −7,301−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −3,416−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −3,159−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Sandy Spring Bank | – | – | – | – | Not filed |