Skip to main content
Livermore
Livermore
ZHEN

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.

Q2 2026 vs. Q1 2026

How the institutions holding Reaves Utility Income Fund changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of UTG: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2413267+29
Shares12.7M35.0K13.7M+1.06M (+8.4%)
Value$497.4M$1.38M$557.6M+$61.6M (+12.4%)

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (42)

Institutions that held Reaves Utility Income Fund at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to UTG in Q2 2026
InstitutionSharesValue% of portfolio
J.W. Cole Advisors, Inc.323,107$13.2M0.23%
My Purposeful Wealth Corp.56,038$2.28M0.43%
Red Door Wealth Management, LLC35,128$1.43M0.13%
Susquehanna International Group, LLP29,456$1.20M0.00%
Wolverine Asset Management LLC29,012$1.18M0.02%
Pasadena Private Wealth, LLC16,394$667.6K0.09%
Allied Private Wealth LLC16,422$653.5K0.42%
Readystate Asset Management LP14,869$605.5K0.02%
Marex Group plc11,000$447.9K0.00%
EP Wealth Advisors, LLC9,573$389.8K0.00%
Landscape Capital Management, L.L.C.8,637$351.7K0.02%
Prairie Advisory, LLC8,055$328.0K0.08%
Two Sigma Securities, LLC7,299$297.2K0.03%
National Asset Management, Inc.6,532$267.0K0.01%
Nomura Holdings Inc6,000$244.3K0.00%
49 Wealth Management, LLC5,496$223.8K0.04%
Alongside, LLC5,496$223.8K0.04%
Walker Asset Management, LLC5,166$210.3K0.11%
Forty-three Eighteen Advisors, LLC5,033$204.9K0.14%
Nabity-Jensen Investment Management Inc5,025$204.6K0.13%
Post Resch Tallon Group Inc.5,025$204.6K0.14%
GWN Securities Inc.5,010$204.0K0.03%
Foster Group, Inc.5,000$203.6K0.01%
Joseph P. Lucia & Associates, LLC4,913$200.1K0.06%
Wall Street Access Asset Management, LLC4,542$185.0K0.03%
Oakworth Capital, Inc.4,500$179.7K0.01%
Compass Financial Management LLC2,780$109.9K0.01%
Luminist Capital LLC2,407$98.0K0.11%
Global Retirement Partners, LLC1,692$68.9K0.00%
Index Technologies Group LLC1,190$48.5K0.04%
Logan Capital Management Inc1,000$40.7K0.00%
SRS Capital Advisors, Inc.1,000$40.7K0.00%
Abound Wealth Management797$32.5K0.01%
Security National Bank of Sioux City Iowa564$23.0K0.01%
JFS Wealth Advisors, LLC410$16.7K0.00%
Highland Investment Advisors LLC402$16.4K0.01%
Basepoint Wealth LLC395$16.1K0.01%
Avion Wealth250$10.0K0.00%
Newton One Investments LLC234$9.53K0.00%
LifeSteps Financial, Inc.50$2.04K0.00%
Islay Capital Management, LLC0$10.00%
Coppell Advisory Solutions LLC200––

Sold out (13)

Institutions that held Reaves Utility Income Fund at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of UTG in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Vivaldi Capital Management, LLC15,750$618.7K
Neville Rodie & Shaw Inc12,701$499.0K
Wealthcare Advisory Partners LLC11,795$463.3K
Simplicity Wealth,LLC9,379$368.4K
Virtu Financial LLC8,791$345.0K
ELCO Management Co., LLC7,250$284.8K
Golden State Equity Partners6,897$270.9K
Allie Family Office LLC6,490$254.9K
Pinnacle Financial Partners, Inc.5,379$211.3K
Jones Financial Companies LLLP3,099$121.7K
Osbon Capital Management LLC992$39.0K
Resources Management Corp356$14.0K
Morton Brown Family Wealth, LLC160$6.28K

Not filed for Q2 2026 yet (3)

Institutions that held Reaves Utility Income Fund at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UTG in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
CWM, LLC22,081$867.3K
Bey-Douglas LLC10,239$402.2K
Sunbelt Securities, Inc.2,700$106.1K