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.
Q4 2025 vs. Q3 2025
How the institutions holding Reaves Utility Income Fund changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 239 | 3 | 240 | +4 |
| Shares | 12.5M | 18.6K | 12.4M | −107.0K (−0.9%) |
| Value | $496.6M | $736.1K | $444.2M | −$51.7M (−10.4%) |
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (32)
Institutions that held Reaves Utility Income Fund at the end of Q4 2025 but not at the end of Q3 2025.
Sold out (28)
Institutions that held Reaves Utility Income Fund at the end of Q3 2025 and filed for Q4 2025 without it.
Not filed for Q4 2025 yet (3)
Institutions that held Reaves Utility Income Fund at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Stonegate Investment Group, LLC | 7,179 | $284.4K |
| Lowe Wealth Advisors, LLC | 6,250 | $247.6K |
| Watts Gwilliam & Co., LLC | 5,150 | $204.0K |