Orca Investment Management, LLC
Position in UTG — Reaves Utility Income Fund
CIK 1511229
LAKE OSWEGO, OR
Position in UTG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$369,045
-$4,115 QoQ
Shares Held
9,063
-4.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#142
of 264 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Orca Investment Management, LLC holds $369,045 across 1 Asset Management name. UTG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTG |
Reaves Utility Income Fund
This page
|
9,063 | $369,045 |
All Filings in UTG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,045 | 9,063 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $373,160 | 9,500 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $347,510 | 9,500 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $387,285 | 9,775 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $353,659 | 9,775 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $318,078 | 9,775 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $309,769 | 9,775 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $347,720 | 10,598 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $289,537 | 10,598 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||