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, Q4 2025
Institutional positions in Reaves Utility Income Fund as of Dec 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
- 240
- +4 vs. Q3 2025
- Shares held
- 12.4M
- −107.0K (−0.9%) vs. Q3 2025
- Total value
- $444.2M
- −$51.7M (−10.4%) vs. Q3 2025
- New holders
- 32
- 97 more added
- Sold out
- 28
- 51 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Reaves Utility Income Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nwam LLC | 7,912 | $297.8K | 0.02% | +432+5.8% | Added |
| Novak & Powell Financial Services, Inc. | 8,143 | $297.9K | 0.16% | +103+1.3% | Added |
| Peapack Gladstone Financial Corp | 8,150 | $298.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 8,194 | $299.7K | 0.00% | −4,195−33.9% | Reduced |
| City Center Advisors, LLC | 8,253 | $301.9K | 0.28% | +2,401+41.0% | Added |
| Cerity Partners LLC | 8,264 | $302.3K | 0.00% | +583+7.6% | Added |
| SageView Advisory Group, LLC | 8,272 | $302.6K | 0.01% | +87+1.1% | Added |
| Envestnet Asset Management Inc | 8,425 | $308.2K | 0.00% | −2,958−26.0% | Reduced |
| Integrated Wealth Concepts LLC | 8,631 | $315.7K | 0.00% | −1,924−18.2% | Reduced |
| Triumph Capital Management | 8,909 | $325.9K | 0.07% | +510+6.1% | Added |
| Oakworth Capital, Inc. | 9,000 | $329.2K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 9,035 | $330.5K | 0.11% | −1,173−11.5% | Reduced |
| Bey-Douglas LLC | 8,581 | $340.0K | 0.27% | 00.0% | Unchanged |
| Orca Investment Management, LLC | 9,500 | $347.5K | 0.27% | −275−2.8% | Reduced |
| CI Private Wealth, LLC | 9,550 | $349.3K | 0.00% | −2,148−18.4% | Reduced |
| Leslie Global Wealth, LLC | 9,667 | $353.6K | 0.16% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,941 | $363.6K | 0.04% | +644+6.9% | Added |
| Abel Hall, LLC | 10,000 | $365.8K | 0.09% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,382 | $379.8K | 0.01% | +1,166+12.7% | Added |
| Apollon Wealth Management, LLC | 10,784 | $394.5K | 0.01% | +2,761+34.4% | Added |
| Commonwealth Financial Services, LLC | 10,886 | $398.2K | 0.07% | +113+1.0% | Added |
| Flagship Harbor Advisors, LLC | 11,115 | $406.6K | 0.02% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 11,183 | $409.1K | 0.18% | +4,568+69.1% | Added |
| Graybill Bartz & Assoc Ltd | 11,290 | $413.0K | 0.12% | −266−2.3% | Reduced |
| Financial Security Advisor, Inc. | 12,000 | $439.0K | 0.08% | +2,000+20.0% | Added |
| Visionary Wealth Advisors | 12,465 | $456.0K | 0.02% | −751−5.7% | Reduced |
| StoneX Group Inc. | 12,522 | $460.5K | 0.02% | +24+0.2% | Added |
| Keybank National Association | 12,700 | $464.6K | 0.00% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 12,701 | $465.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 13,115 | $479.7K | 0.00% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 13,119 | $479.9K | 0.02% | +254+2.0% | Added |
| Farther Finance Advisors, LLC | 13,168 | $481.7K | 0.01% | +13,168 | New |
| Beacon Pointe Advisors, LLC | 13,452 | $492.1K | 0.00% | −1,934−12.6% | Reduced |
| Per Stirling Capital Management, LLC. | 13,677 | $500.3K | 0.06% | +215+1.6% | Added |
| We Are One Seven, LLC | 13,726 | $502.1K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 13,740 | $502.6K | 0.03% | −363−2.6% | Reduced |
| HBK Sorce Advisory LLC | 14,067 | $530.7K | 0.01% | +1,000+7.7% | Added |
| Equitable Holdings, Inc. | 14,893 | $544.8K | 0.00% | +2,552+20.7% | Added |
| Maridea Wealth Management LLC | 15,234 | $557.3K | 0.08% | +425+2.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 15,385 | $562.8K | 0.18% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 15,575 | $569.7K | 0.03% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 15,750 | $576.1K | 0.08% | −200−1.3% | Reduced |
| Mercer Global Advisors Inc | 15,758 | $576.4K | 0.00% | −11−0.1% | Reduced |
| Samalin Investment Counsel, LLC | 16,094 | $588.7K | 0.21% | −2,034−11.2% | Reduced |
| Colony Group, LLC | 15,642 | $589.9K | 0.00% | +6,677+74.5% | Added |
| Certified Advisory Corp | 16,146 | $590.6K | 0.05% | −132−0.8% | Reduced |
| AE Wealth Management LLC | 16,718 | $611.5K | 0.00% | −237−1.4% | Reduced |
| Mission Hills Financial Advisory, LLC | 16,886 | $617.7K | 0.33% | +1,619+10.6% | Added |
| MAI Capital Management | 17,109 | $625.9K | 0.00% | +5,600+48.7% | Added |
| PFG Investments, LLC | 17,264 | $631.5K | 0.03% | −96−0.6% | Reduced |
| AlphaCore Capital LLC | 17,330 | $633.9K | 0.01% | −12,679−42.3% | Reduced |
| Atomi Financial Group, Inc. | 17,343 | $634.4K | 0.02% | +822+5.0% | Added |
| Belpointe Asset Management LLC | 17,790 | $650.8K | 0.02% | +774+4.5% | Added |
| Sunpointe, LLC | 17,827 | $655.7K | 0.22% | −600−3.3% | Reduced |
| Davenport & Co LLC | 18,251 | $667.6K | 0.00% | +1,033+6.0% | Added |
| HighTower Advisors, LLC | 18,590 | $680.0K | 0.00% | +948+5.4% | Added |
| Castle Rock Wealth Management, LLC | 18,201 | $680.8K | 0.15% | −45−0.2% | Reduced |
| Prospera Financial Services Inc | 19,178 | $701.5K | 0.01% | −96−0.5% | Reduced |
| Advisory Services Network, LLC | 19,404 | $709.8K | 0.01% | +269+1.4% | Added |
| Atlas Brown,Inc. | 19,621 | $717.7K | 0.21% | +22+0.1% | Added |
| Welch Group, LLC | 19,729 | $721.7K | 0.03% | −1,500−7.1% | Reduced |
| Sanctuary Advisors, LLC | 20,061 | $733.8K | 0.00% | +1,507+8.1% | Added |
| Matrix Private Capital Group LLC | 20,007 | $735.9K | 0.37% | +3,315+19.9% | Added |
| Brookstone Capital Management | 20,258 | $741.0K | 0.01% | +415+2.1% | Added |
| Monetary Management Group Inc | 20,500 | $749.9K | 0.17% | +1,500+7.9% | Added |
| Atlanta Consulting Group Advisors, LLC | 20,838 | $766.4K | 0.17% | +53+0.3% | Added |
| Cohen & Steers, Inc. | 23,000 | $841.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 23,328 | $853.3K | 0.00% | +30.0% | Added |
| Westbourne Investment Advisors, Inc. | 23,700 | $866.9K | 0.24% | +500+2.2% | Added |
| CWM, LLC | 23,789 | $870.0K | 0.00% | +868+3.8% | Added |
| Kovack Advisors, Inc. | 24,665 | $902.2K | 0.04% | +24,665 | New |
| Creative Planning | 24,730 | $904.6K | 0.00% | +1,564+6.8% | Added |
| Merrion Investment Management Co, LLC | 25,000 | $914.5K | 0.49% | 00.0% | Unchanged |
| PMG Family Office LLC | 25,467 | $931.6K | 1.08% | +125+0.5% | Added |
| Future Financial Wealth Managment LLC | 25,142 | $934.5K | 0.63% | −453−1.8% | Reduced |
| XML Financial, LLC | 27,445 | $1.00M | 0.08% | −20,025−42.2% | Reduced |
| Carnegie Lake Advisors LLC | 28,772 | $1.05M | 0.40% | +49+0.2% | Added |
| Edge Financial Advisors LLC | 29,700 | $1.09M | 0.46% | +4,483+17.8% | Added |
| Stephens Inc | 30,157 | $1.10M | 0.01% | +2,295+8.2% | Added |
| MML Investors Services, LLC | 30,854 | $1.13M | 0.00% | +5,618+22.3% | Added |
| Jefferies Financial Group Inc. | 31,447 | $1.15M | 0.01% | +6,545+26.3% | Added |
| ORG Wealth Partners, LLC | 34,014 | $1.24M | 0.29% | +33,414+5,569.0% | Added |
| Change Path, LLC | 34,065 | $1.25M | 0.03% | −7,043−17.1% | Reduced |
| Beacon Capital Management, Inc. | 34,500 | $1.26M | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 34,568 | $1.26M | 0.01% | +2,973+9.4% | Added |
| Sigma Planning Corp | 36,948 | $1.35M | 0.04% | +4,988+15.6% | Added |
| Wedbush Securities Inc | 37,394 | $1.37M | 0.04% | +2,173+6.2% | Added |
| Integrity Alliance, LLC. | 38,533 | $1.41M | 0.05% | +2,600+7.2% | Added |
| Aegis Wealth Management, Inc. | 42,266 | $1.55M | 1.21% | +42,266 | New |
| Wright Wealth LLC | 42,565 | $1.56M | 1.02% | +42,565 | New |
| Wiley Bros.-Aintree Capital, LLC | 45,570 | $1.67M | 0.01% | +26,018+133.1% | Added |
| NWF Advisory Services Inc. | 46,809 | $1.71M | 0.19% | +7,121+17.9% | Added |
| Stratos Wealth Partners, LTD. | 49,665 | $1.82M | 0.02% | +4,036+8.8% | Added |
| Kercheville Advisors, LLC | 47,990 | $1.82M | 0.48% | +5,011+11.7% | Added |
| Griffin Asset Management, Inc. | 49,809 | $1.82M | 0.20% | +10,059+25.3% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 49,691 | $1.85M | 0.41% | +11,927+31.6% | Added |
| Kestra Advisory Services, LLC | 50,817 | $1.86M | 0.01% | +2,535+5.3% | Added |
| NBC Securities, Inc. | 52,137 | $1.91M | 0.14% | −99−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 52,942 | $1.94M | 0.00% | +8,564+19.3% | Added |
| First Trust Advisors LP | 53,440 | $1.95M | 0.00% | +4,754+9.8% | Added |