UTG — REAVES UTIL INCOME FD

Ownership history in WEALTH EFFECTS LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which WEALTH EFFECTS LLC reported a position in REAVES UTIL INCOME FD (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
0.95% (2025 Q1)
Avg. % of fund
0.77%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 77,110 +6,865 +9.8% 0.88% $2.8M $36.22
2025 Q3 ADDED 70,245 +546 +0.8% 0.89% $2.8M $38.41
2025 Q2 ADDED 69,699 +99 +0.1% 0.94% $2.5M $34.52
2025 Q1 ADDED 69,600 +132 +0.2% 0.95% $2.3M $30.53
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% 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% HBW ADVISORY SERVICES LLC 3Y 0.43%
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