Position in UTG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,491,617
+$170,022 QoQ
Shares Held
85,747
+1.4% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#30
of 264 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in UTG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026REAVES W H & CO INC holds $3,491,617 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
|
85,747 | $3,491,617 |
All Filings in UTG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,491,617 | 85,747 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,321,595 | 84,562 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,048,065 | 83,326 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,251,217 | 82,060 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,206,380 | 88,623 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,837,227 | 87,192 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,716,815 | 85,731 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,769,229 | 84,402 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,326,981 | 85,175 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,319,449 | 86,033 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,448,127 | 91,553 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,333,788 | 94,677 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,608,354 | 95,126 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,650,067 | 93,378 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,615,823 | 92,530 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,550,535 | 93,632 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,887,774 | 93,154 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,832,672 | 110,867 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,832,540 | 109,127 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,521,759 | 107,469 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $3,632,056 | 105,860 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,496,194 | 104,364 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $3,370,713 | 102,797 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,237,075 | 103,454 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,113,700 | 103,171 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,506,120 | 121,952 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||