Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / COM SH BEN INT
-
Total 13F shares
-
720,017
-
Share change
-
+36,929
-
Total reported value
-
$26,395,640
-
Price per share
-
$36.58
-
Number of holders
-
27
-
Value change
-
+$1,314,038
-
Number of buys
-
16
-
Number of sells
-
9
Institutional Holders of REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG) as of Q4 2025
As of 31 Dec 2025,
REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG) was held by
27 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
720,017 shares.
The largest 10 holders included
Magnus Financial Group LLC, JBR Co Financial Management Inc, LongView Wealth Management, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, ORG Wealth Partners, LLC, Atlas Brown,Inc., DAVENPORT & Co LLC, Certified Advisory Corp, Maridea Wealth Management LLC, and Sound View Wealth Advisors Group, LLC.
This page lists
27
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.