Security key
756158101
REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG)
CUSIP: 756158101
Q3 2025 13F Holders as of 30 Sep 2025
- Security type / class
- Equity / COM SH BEN INT
- Total 13F shares
- 12,448,072
- Total 13F value
- $493,132,028
- Share change
- +558,070
- SEC-reported price per share
- $39.62
- Number of holders
- 237
- Value change
- +$22,604,409
- Number of buys
- 128
- Number of sells
- 65
Report period
Q3 2025
Institutions
237
Top holders
10
UTG full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q4 2025
Previous quarter: Q2 2025
REAVES UTILITY INCOME FUND SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 756158101
Recent filing periods:
Ownership snapshot
Top reported holders of UTG - REAVES UTILITY INCOME FUND - COM SH BEN INT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BANK OF AMERICA CORP /DE/
Disclosed value leader
BANK OF AMERICA CORP /DE/
Comparable rows
0/15
Latest evidence
30 Jun 2025
13F
Highest disclosed value: $37,750,266
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
BANK OF AMERICA CORP /DE/ has the largest disclosed position value at $37.75M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BANK OF AMERICA CORP /DE/'s linked filing trail.
Disclosed position value
Top 5
BANK OF AMERICA CORP /DE/
$37.75M
MORGAN STANLEY
$35.28M
Cornerstone Advisors, LLC
$26.5M
WELLS FARGO & COMPANY/MN
$22.9M
LPL Financial LLC
$22.31M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$37,750,266
1,043,401 shares
|
— | 30 Jun 2025 |
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$35,281,743
975,172 shares
|
— | 30 Jun 2025 |
| Cornerstone Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$26,501,307
732,485 shares
|
— | 30 Jun 2025 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
class O/S missing
|
$22,899,897
632,944 shares
|
— | 30 Jun 2025 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$22,308,833
616,607 shares
|
— | 30 Jun 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
Company
|
—
class O/S missing
|
$18,417,000
509,049 shares
|
— | 30 Jun 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q3 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
237
Shares
12,448,072
Rows available
237
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
218
Q3 2025 holders
237
Holder diff
19
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend