STEVENS CAPITAL PARTNERS

Position in UTG — Reaves Utility Income Fund

CIK 1965176 OMAHA, NE

Position in UTG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,281,867

New position

Shares Held

56,038

first reported quarter

Ownership

0.061%

of shares outstanding

% of Portfolio

2.13%

of 13F equity value

Holder Rank

#43

of 264 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

STEVENS CAPITAL PARTNERS holds $2,738,707 across 3 Asset Management names. UTG ranks #1 (83.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UTG	Reaves Utility Income Fund This page	56,038	$2,281,867
2	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	13,000	$359,840
3	DSU	Blackrock Debt Strategies Fund, Inc.	10,000	$97,000

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,281,867	56,038	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.