UTG — REAVES UTIL INCOME FD COM SH BEN INT

Ownership history in Parallel Advisors, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Parallel Advisors, LLC reported a position in REAVES UTIL INCOME FD COM SH BEN INT (UTG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2019 Q2)
Avg. % of fund
0.01%
First filed
2018 Q1
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 253 -3,846 -93.8% 0.00% $10K $38.41
2020 Q1 ADDED 4,099 +258 +6.7% 0.01% $117K $18.70
2019 Q4 UNCHANGED 3,841 — 0% 0.01% $142K $23.79
2019 Q3 UNCHANGED 3,841 — 0% 0.01% $141K $23.11
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UTG price (monthly, adj. close)

Other funds also holding UTG

As of 2025 Q4 — sorted by position size

OAK FAMILY ADVISORS, LLC 3Y 2.25% JBR Co Financial Management Inc 2.18% Sterling Investment Advisors, Ltd. 3Y 7Y 1.28% Wright Wealth LLC 1.02% WEALTH EFFECTS LLC 3Y 0.88% Magnus Financial Group LLC 3Y 7Y 0.65% Future Financial Wealth Managment LLC 3Y 0.63% LongView Wealth Management 0.6% Merrion Investment Management Co, LLC 3Y 0.49% Kercheville Advisors, LLC 3Y 0.48%
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