REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COM SH BEN INT
Symbol
UTG on NYSE
Price per share
$36.58
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
12,448,073
Total reported value
$493,119,051
% of total 13F portfolios
0%
Share change
+558,071
Value change
+$22,604,445
Number of holders
237
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 237 institutional investors reported holding 12,448,073 shares of REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG).

Institutional Holders of REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 678,834 $24,889,108 +$88,265 $36.58 25
2025 Q3 12,448,073 $493,119,051 +$22,604,445 $39.62 237
2025 Q2 11,985,096 $433,657,530 +$37,242,755 $36.18 218
2025 Q1 10,960,317 $356,620,949 +$25,376,372 $32.54 197
2024 Q4 10,113,116 $320,711,182 +$18,891,974 $31.69 199
2024 Q3 9,468,831 $310,721,612 +$32,061,178 $32.81 196
2024 Q2 8,453,193 $230,899,787 +$11,157,762 $27.32 167
2024 Q1 7,940,537 $213,965,549 +$11,726,435 $26.96 163
2023 Q4 6,764,439 $180,951,016 +$15,041,090 $26.74 155
2023 Q3 6,777,292 $167,049,055 -$640,122 $24.65 143
2023 Q2 6,710,750 $184,008,965 -$2,365,735 $27.42 148
2023 Q1 6,790,139 $192,738,407 -$7,725,726 $28.38 160
2022 Q4 7,069,177 $199,861,580 +$3,494,014 $28.27 153
2022 Q3 6,944,955 $189,256,575 +$4,158,427 $27.24 142
2022 Q2 6,795,328 $210,735,066 +$6,677,219 $31.00 149
2022 Q1 6,524,389 $225,504,421 +$2,900,170 $34.57 155
2021 Q4 6,416,120 $225,349,627 -$256,217 $35.12 157
2021 Q3 6,157,281 $201,848,836 +$9,774,833 $32.77 148
2021 Q2 5,809,922 $199,339,754 +$15,820,410 $34.31 135
2021 Q1 5,388,113 $180,613,098 +$1,335,342 $33.50 127
2020 Q4 5,317,964 $174,351,941 -$2,888,400 $32.79 130
2020 Q3 5,385,444 $168,513,303 +$5,686,586 $31.29 120
2020 Q2 5,202,469 $157,003,738 -$5,213,348 $30.18 111
2020 Q1 5,124,089 $147,247,387 +$5,674,029 $28.75 111
2019 Q4 5,063,043 $187,674,557 +$3,656,009 $37.06 129
2019 Q3 4,913,691 $180,232,820 -$3,459,408 $36.70 118
2019 Q2 4,955,530 $177,446,481 -$10,834,268 $35.80 109
2019 Q1 5,320,106 $179,197,417 -$8,601,853 $33.68 115
2018 Q4 5,643,405 $166,125,081 -$14,714,035 $29.43 111
2018 Q3 6,013,787 $184,376,281 -$35,481,368 $30.66 95
2018 Q2 7,187,334 $207,817,241 -$53,688,018 $28.91 96
2018 Q1 9,042,624 $255,266,902 -$7,069,299 $28.23 98
2017 Q4 9,631,930 $297,983,820 +$195,972,260 $30.94 105
2017 Q3 2,946,458 $93,397,311 +$11,861,762 $31.70 74
2017 Q2 2,556,816 $87,813,900 +$2,304,278 $34.34 72
2017 Q1 2,494,744 $80,805,452 -$8,236,439 $32.39 67
2016 Q4 2,757,636 $84,771,978 -$9,363,104 $30.71 72
2016 Q3 3,049,786 $93,061,194 +$1,803,918 $30.56 68
2016 Q2 2,979,787 $96,752,808 -$14,851,722 $32.47 67
2016 Q1 3,418,879 $102,366,722 -$33,004,953 $29.98 67
2015 Q4 4,598,299 $119,468,000 +$67,740,061 $25.97 66
2015 Q3 1,984,019 $55,788,000 -$2,047,109 $28.09 46
2015 Q2 2,065,958 $59,258,977 -$5,330,878 $28.67 46
2015 Q1 2,280,343 $69,000,861 +$73,538 $30.26 56
2014 Q4 2,209,421 $72,546,298 +$2,979,552 $32.85 60
2014 Q3 2,111,798 $61,318,020 +$3,036,519 $29.03 53
2014 Q2 2,006,215 $60,108,967 -$1,539,778 $29.96 53
2014 Q1 2,057,787 $57,088,561 -$3,933,995 $27.76 48