Sound View Wealth Advisors Group, LLC
Position in UTG — Reaves Utility Income Fund
CIK 1784777
SAVANNAH, GA
Position in UTG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$560,225
+$20,165 QoQ
Shares Held
13,758
+0.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#118
of 264 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $8,120,665 across 14 Asset Management names. UTG ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DNP |
Dnp Select Income Fund Inc
|
218,106 | $2,353,363 | |
| 2 | BLK |
BlackRock, Inc.
|
1,424 | $1,369,261 | |
| 3 | BX |
Blackstone Inc.
|
7,423 | $873,464 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
25,975 | $783,665 | |
| 5 | UTG |
Reaves Utility Income Fund
This page
|
13,758 | $560,225 | |
| 6 | TPG |
TPG Inc.
|
11,815 | $479,098 | |
| 7 | PFG |
Principal Financial Group Inc
|
3,179 | $342,632 | |
| 8 | NTRS |
Northern Trust Corp
|
1,557 | $270,668 |
All Filings in UTG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $560,225 | 13,758 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $540,060 | 13,749 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $502,609 | 13,740 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $558,760 | 14,103 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $532,750 | 14,725 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $507,916 | 15,609 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $506,691 | 15,989 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $502,124 | 15,304 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $449,905 | 16,468 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $446,592 | 16,565 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $497,952 | 18,622 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $564,978 | 22,920 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $635,156 | 23,164 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $658,132 | 23,190 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $526,443 | 18,622 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $591,979 | 21,732 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $693,904 | 22,384 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $793,934 | 22,966 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $806,284 | 22,958 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $863,489 | 26,350 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $957,008 | 27,893 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $961,182 | 28,692 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $957,435 | 29,199 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $882,127 | 28,192 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $891,788 | 29,549 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $861,781 | 29,975 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||