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

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / COM SH BEN INT
Total 13F shares
11,939,982
Share change
-201,954
Total reported value
$437,417,599
Price per share
$36.58
Number of holders
231
Value change
-$8,538,904
Number of buys
118
Number of sells
77

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 231 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 11,939,982 shares. The largest 10 holders included BANK OF AMERICA CORP /DE/, MORGAN STANLEY, LPL Financial LLC, WELLS FARGO & COMPANY/MN, ROYAL BANK OF CANADA, COMMONWEALTH EQUITY SERVICES, LLC, AMERIPRISE FINANCIAL INC, CAPTRUST FINANCIAL ADVISORS, RAYMOND JAMES FINANCIAL INC, and Cornerstone Advisors, LLC. This page lists 231 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.