Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / COM SH BEN INT
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Total 13F shares
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584,823
-
Share change
-
+5,533
-
Total reported value
-
$21,439,186
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Price per share
-
$36.58
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Number of holders
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19
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Value change
-
+$165,804
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Number of buys
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11
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Number of sells
-
7
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) had 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 584,823 shares of stock of the company.
Largest 10 holders included Magnus Financial Group LLC, JBR Co Financial Management Inc, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Atlas Brown,Inc., DAVENPORT & Co LLC, Certified Advisory Corp, Maridea Wealth Management LLC, Sound View Wealth Advisors Group, LLC, Focus Financial Network, Inc., and NEVILLE RODIE & SHAW INC.
This table shows 19 institutional shareholders of the security as of 31 Dec 2025.
| 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.