Reaves Utility Income Fund
UTG- 交易所
- NYSE
- SEC CIK
- 0001263994
近 90 天，Reaves Utility Income Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 267 家機構在 13F 申報持有，市值合計 $5.58 億；沒有大師持有。
2026 年第 1 季 13F 持有人
Reaves Utility Income Fund 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 241
- 較 2025 年第 4 季 +7 家
- 持有股數
- 1,267 萬
- 較 2025 年第 4 季 +32.6 萬 (+2.6%)
- 總市值
- $4.97 億
- 較 2025 年第 4 季 +$5,550 萬 (+12.6%)
- 新進機構
- 28
- 另有 111 家加碼
- 清倉機構
- 21
- 另有 47 家減碼
另有 6 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 UTG 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 267 | $5.58 億 |
| 2026 年第 1 季 | 241 | $4.97 億 |
| 2025 年第 4 季 | 240 | $4.44 億 |
| 2025 年第 3 季 | 239 | $4.97 億 |
| 2025 年第 2 季 | 220 | $4.37 億 |
| 2025 年第 1 季 | 200 | $3.60 億 |
| 2024 年第 4 季 | 202 | $3.25 億 |
| 2024 年第 3 季 | 199 | $3.13 億 |
| 2024 年第 2 季 | 170 | $2.33 億 |
| 2024 年第 1 季 | 167 | $2.15 億 |
| 2023 年第 4 季 | 160 | $2.01 億 |
| 2023 年第 3 季 | 146 | $1.68 億 |
| 2023 年第 2 季 | 150 | $1.84 億 |
| 2023 年第 1 季 | 163 | $1.93 億 |
| 2022 年第 4 季 | 156 | $1.95 億 |
| 2022 年第 3 季 | 146 | $1.89 億 |
| 2022 年第 2 季 | 152 | $2.11 億 |
| 2022 年第 1 季 | 159 | $2.27 億 |
| 2021 年第 4 季 | 160 | $2.26 億 |
| 2021 年第 3 季 | 151 | $2.02 億 |
| 2021 年第 2 季 | 137 | $1.99 億 |
| 2021 年第 1 季 | 128 | $1.81 億 |
2026 年第 1 季持有機構
每家機構持有 Reaves Utility Income Fund 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Maridea Wealth Management LLC | 15,812 | $62.1 萬 | 0.09% | +578+3.8% | 加碼 |
| Vivaldi Capital Management, LLC | 15,750 | $61.9 萬 | 0.09% | 00.0% | 不變 |
| Nations Financial Group Inc, | 15,575 | $61.2 萬 | 0.03% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 14,170 | $55.7 萬 | 0.02% | +1,051+8.0% | 加碼 |
| Farther Finance Advisors, LLC | 13,955 | $55.5 萬 | 0.01% | +787+6.0% | 加碼 |
| Per Stirling Capital Management, LLC. | 13,885 | $54.5 萬 | 0.06% | +208+1.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 13,749 | $54.0 萬 | 0.04% | +9+0.1% | 加碼 |
| We Are One Seven, LLC | 13,726 | $53.9 萬 | 0.01% | 00.0% | 不變 |
| Triumph Capital Management | 13,674 | $53.7 萬 | 0.11% | +4,765+53.5% | 加碼 |
| Jane Street Group, LLC | 13,656 | $53.6 萬 | 0.00% | +5,462+66.7% | 加碼 |
| Beacon Pointe Advisors, LLC | 13,540 | $53.2 萬 | 0.00% | +88+0.7% | 加碼 |
| Visionary Wealth Advisors | 13,333 | $52.4 萬 | 0.02% | +868+7.0% | 加碼 |
| AE Wealth Management LLC | 13,266 | $52.1 萬 | 0.00% | −3,452−20.6% | 減碼 |
| US Bancorp | 13,115 | $51.5 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 13,007 | $51.1 萬 | 0.00% | +4,376+50.7% | 加碼 |
| StoneX Group Inc. | 12,891 | $50.6 萬 | 0.03% | +369+2.9% | 加碼 |
| Neville Rodie & Shaw Inc | 12,701 | $49.9 萬 | 0.04% | 00.0% | 不變 |
| Keybank National Association | 12,700 | $49.9 萬 | 0.00% | 00.0% | 不變 |
| Financial Security Advisor, Inc. | 12,500 | $49.1 萬 | 0.09% | +500+4.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 11,795 | $46.3 萬 | 0.01% | +1,413+13.6% | 加碼 |
| Graybill Bartz & Assoc Ltd | 11,342 | $44.6 萬 | 0.14% | +52+0.5% | 加碼 |
| Flagship Harbor Advisors, LLC | 11,115 | $43.7 萬 | 0.02% | 00.0% | 不變 |
| XTX Topco Ltd | 11,011 | $43.3 萬 | 0.01% | +11,011 | 新進 |
| Commonwealth Financial Services, LLC | 10,997 | $43.2 萬 | 0.07% | +111+1.0% | 加碼 |
| Custom Index Systems, LLC | 10,966 | $43.1 萬 | 0.19% | −217−1.9% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,707 | $42.1 萬 | 0.05% | +766+7.7% | 加碼 |
| RFG Advisory, LLC | 10,508 | $41.3 萬 | 0.01% | +2,494+31.1% | 加碼 |
| Bey-Douglas LLC | 10,239 | $40.2 萬 | 0.35% | +1,658+19.3% | 加碼 |
| CI Private Wealth, LLC | 10,212 | $40.1 萬 | 0.00% | +662+6.9% | 加碼 |
| Abel Hall, LLC | 10,000 | $39.3 萬 | 0.08% | 00.0% | 不變 |
| Leslie Global Wealth, LLC | 9,667 | $38.0 萬 | 0.20% | 00.0% | 不變 |
| Orca Investment Management, LLC | 9,500 | $37.3 萬 | 0.32% | 00.0% | 不變 |
| Innova Wealth Partners | 9,481 | $37.2 萬 | 0.18% | +3,120+49.0% | 加碼 |
| Commerce Advisors, LLC | 9,451 | $37.1 萬 | 0.31% | +9,451 | 新進 |
| Simplicity Wealth,LLC | 9,379 | $36.8 萬 | 0.02% | +1,260+15.5% | 加碼 |
| Costello Asset Management, INC | 9,050 | $35.5 萬 | 0.12% | +15+0.2% | 加碼 |
| City Center Advisors, LLC | 8,873 | $34.9 萬 | 0.32% | +620+7.5% | 加碼 |
| Apollon Wealth Management, LLC | 8,803 | $34.6 萬 | 0.01% | −1,981−18.4% | 減碼 |
| Virtu Financial LLC | 8,791 | $34.5 萬 | 0.01% | +8,791 | 新進 |
| Resurgent Financial Advisors LLC | 8,393 | $33.0 萬 | 0.12% | +8,393 | 新進 |
| Estate Planners Group, LLC | 8,300 | $32.6 萬 | 0.16% | +2,430+41.4% | 加碼 |
| Benjamin Edwards Inc | 8,291 | $32.6 萬 | 0.00% | +190+2.3% | 加碼 |
| Novak & Powell Financial Services, Inc. | 8,243 | $32.4 萬 | 0.17% | +100+1.2% | 加碼 |
| Peapack Gladstone Financial Corp | 8,150 | $32.0 萬 | 0.00% | 00.0% | 不變 |
| Savant Capital, LLC | 7,923 | $31.1 萬 | 0.00% | +2,109+36.3% | 加碼 |
| Nwam LLC | 7,912 | $31.1 萬 | 0.02% | 00.0% | 不變 |
| Balboa Wealth Partners | 7,861 | $30.9 萬 | 0.05% | +225+2.9% | 加碼 |
| Purus Wealth Management, LLC | 7,785 | $30.6 萬 | 0.10% | +545+7.5% | 加碼 |
| Harbour Investments, Inc. | 7,390 | $29.0 萬 | 0.00% | +1,800+32.2% | 加碼 |
| Invesco Ltd. | 7,309 | $28.7 萬 | 0.00% | +892+13.9% | 加碼 |
| ELCO Management Co., LLC | 7,250 | $28.5 萬 | 0.14% | 00.0% | 不變 |
| RDA Financial Network | 7,119 | $28.0 萬 | 0.07% | +15+0.2% | 加碼 |
| Investors Research Corp | 7,077 | $27.8 萬 | 0.05% | 00.0% | 不變 |
| Principal Securities, Inc. | 6,927 | $27.2 萬 | 0.00% | +58+0.8% | 加碼 |
| Golden State Equity Partners | 6,897 | $27.1 萬 | 0.02% | +6,897 | 新進 |
| Moors & Cabot, Inc. | 6,617 | $26.0 萬 | 0.01% | 00.0% | 不變 |
| Allie Family Office LLC | 6,490 | $25.5 萬 | 0.11% | 00.0% | 不變 |
| Truist Financial Corp | 6,331 | $24.9 萬 | 0.00% | +6,331 | 新進 |
| Ballew Advisors, Inc | 5,934 | $24.4 萬 | 0.14% | +89+1.5% | 加碼 |
| Hilltop Holdings Inc. | 6,210 | $24.4 萬 | 0.02% | +6,210 | 新進 |
| Total Clarity Wealth Management, Inc. | 6,190 | $24.3 萬 | 0.06% | +6,190 | 新進 |
| D.A. Davidson & Co. | 6,146 | $24.1 萬 | 0.00% | +6,146 | 新進 |
| Penbrook Management LLC | 6,125 | $24.1 萬 | 0.18% | +100+1.7% | 加碼 |
| Armor Investment Advisors, LLC | 5,996 | $23.6 萬 | 0.08% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 5,870 | $23.3 萬 | 0.01% | +5,870 | 新進 |
| Cary Street Partners Financial LLC | 5,837 | $22.9 萬 | 0.01% | −150−2.5% | 減碼 |
| Semus Wealth Partners LLC | 5,777 | $22.7 萬 | 0.13% | −173−2.9% | 減碼 |
| Concurrent Investment Advisors, LLC | 5,676 | $22.3 萬 | 0.00% | +5,676 | 新進 |
| CoreCap Advisors, LLC | 5,604 | $22.0 萬 | 0.01% | 00.0% | 不變 |
| Everstar Asset Management, LLC | 5,450 | $21.4 萬 | 0.11% | −200−3.5% | 減碼 |
| Keystone Financial Group | 5,420 | $21.3 萬 | 0.01% | +5,420 | 新進 |
| Pinnacle Financial Partners, Inc. | 5,379 | $21.1 萬 | 0.00% | +5,379 | 新進 |
| RMR Capital Management, LLC | 5,373 | $21.1 萬 | 0.15% | +5,373 | 新進 |
| Pinnacle Wealth Management Group, Inc. | 5,350 | $21.0 萬 | 0.10% | +5,350 | 新進 |
| Great Valley Advisor Group, Inc. | 5,260 | $20.7 萬 | 0.00% | +5,260 | 新進 |
| Hilton Head Capital Partners, LLC | 5,215 | $20.5 萬 | 0.12% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 5,120 | $20.1 萬 | 0.00% | +5,120 | 新進 |
| Allworth Financial LP | 5,008 | $19.7 萬 | 0.00% | +517+11.5% | 加碼 |
| IFG Advisory, LLC | 4,568 | $17.9 萬 | 0.51% | +4,568 | 新進 |
| Spire Wealth Management | 4,539 | $17.8 萬 | 0.01% | −6−0.1% | 減碼 |
| Geneos Wealth Management Inc. | 4,466 | $17.5 萬 | 0.00% | +1,250+38.9% | 加碼 |
| Creative Financial Designs Inc | 4,142 | $16.3 萬 | 0.01% | +5+0.1% | 加碼 |
| JPMorgan Chase & Co | 4,098 | $16.0 萬 | 0.00% | +542+15.2% | 加碼 |
| Signaturefd, LLC | 4,000 | $15.7 萬 | 0.00% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 3,166 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 3,099 | $12.2 萬 | 0.00% | +1,569+102.5% | 加碼 |
| International Assets Investment Management, LLC | 2,780 | $11.1 萬 | 0.01% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 2,700 | $10.6 萬 | 0.01% | +2,700 | 新進 |
| Assetmark, Inc | 2,449 | $9.62 萬 | 0.00% | +283+13.1% | 加碼 |
| IFP Advisors, Inc | 2,345 | $9.21 萬 | 0.00% | +12+0.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,000 | $7.86 萬 | 0.00% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 1,864 | $7.32 萬 | 0.04% | −2,009−51.9% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,858 | $7.30 萬 | 0.00% | +1,858 | 新進 |
| Rockefeller Capital Management L.P. | 1,760 | $6.91 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 1,747 | $6.86 萬 | 0.00% | −547−23.8% | 減碼 |
| Centerpoint Advisors, LLC | 1,700 | $6.70 萬 | 0.02% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 1,699 | $6.67 萬 | 0.01% | +25+1.5% | 加碼 |
| Bank of New Hampshire | 1,560 | $6.13 萬 | 0.01% | 00.0% | 不變 |
| Colonial Trust Advisors | 1,500 | $5.89 萬 | 0.00% | 00.0% | 不變 |
| Nemes Rush Group LLC | 1,500 | $5.89 萬 | 0.01% | +1,500 | 新進 |