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.
| 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 |
| 2024 Q4 | REDUCED | 69,468 | -128 | -0.2% | 0.78% | $2.2M | $29.39 |
| 2024 Q3 | ADDED | 69,596 | +1,151 | +1.7% | 0.80% | $2.3M | $29.73 |
| 2024 Q2 | ADDED | 68,445 | +4,806 | +7.6% | 0.68% | $1.9M | $24.29 |
| 2024 Q1 | ADDED | 63,639 | +25,696 | +67.7% | 0.63% | $1.7M | $23.47 |
| 2023 Q4 | INITIATED | 37,943 | — | — | 0.38% | $1.0M | — |
As of 2025 Q4 — sorted by position size