Reaves Utility Income FundUTG
13F holders, Q1 2025 (March 31)199holders −2
25new positions
21sold out
$32.54avg. 13F price*
At the end of Q1 2025, 199 institutions reported holding Reaves Utility Income Fund (UTG) in their 13F filings, down 2 from Q4 2024. 25 opened new positions and 21 sold out. The largest holders were Morgan Stanley ($31.3M), Bank of America Corp. ($30.4M) and Wells Fargo & Company ($20.3M).
- Company
- Reaves Utility Income Fund
- CUSIP
- 756158101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $21.5M |
| Exits | 21 | $4.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,395,179 shares bought and 651,469 shares sold, net +743,710 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 199 holders
| Morgan Stanley | 0.00% | Add +9.5% | 960,439 | $31.3M |
| Bank of America Corp. | 0.00% | Add +12.9% | 933,787 | $30.4M |
| Wells Fargo & Company | 0.00% | Add +4.4% | 624,632 | $20.3M |
| LPL Financial LLC | 0.01% | Add +2.4% | 599,201 | $19.5M |
| Royal Bank of Canada | 0.00% | Add +2.1% | 501,145 | $16.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +9.7% | 489,575 | $15.9M |
| Ameriprise Financial Inc. | 0.00% | Add +8.6% | 490,283 | $15.9M |
| Cornerstone Advisors, LLC | 0.57% | New | 406,546 | $13.2M |
| Captrust Financial Advisors | 0.03% | Add +2.8% | 367,195 | $11.9M |
| Oak Family Advisors, LLC | 3.62% | Add +6.4% | 267,887 | $8.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -11.2% | 243,880 | $7.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -40.2% | 233,919 | $7.6M |
| Stifel Financial Corp. | 0.01% | Add +10.1% | 223,723 | $7.3M |
| Guggenheim Capital LLC | 0.07% | Add +3.2% | 220,372 | $7.2M |
| Magnus Financial Group LLC | 0.59% | Add +7.6% | 187,075 | $6.1M |
| Sterling Investment Advisors, Ltd. | 1.45% | Add +3.6% | 185,181 | $6.0M |
| UBS Group AG | 0.00% | Add +11.4% | 175,545 | $5.7M |
| Consolidated Portfolio Review Corp | 0.79% | Add +55.2% | 152,188 | $5.0M |
| Lido Advisors, LLC | 0.03% | Add +7.4% | 149,372 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +3.5% | 149,311 | $4.9M |
| JBR Co Financial Management Inc | 2.59% | Add +10.5% | 136,114 | $4.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -7.6% | 131,492 | $4.3M |
| Mariner, LLC | 0.01% | Reduce -0.8% | 125,855 | $4.1M |
| Tradition Wealth Management, LLC | 0.28% | Add +2.3% | 96,900 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.1% | 88,298 | $2.9M |
| Reaves W H & Co. Inc. | 0.07% | Add +1.7% | 87,192 | $2.8M |
| Independent Financial Group, LLC | 0.09% | Add +31.9% | 84,040 | $2.7M |
| Smith Asset Management Co., LLC | 2.47% | Reduce -0.3% | 80,660 | $2.6M |
| NewEdge Advisors, LLC | 0.02% | Add +34.4% | 78,554 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -76.6% | 77,853 | $2.5M |
| LongView Wealth Management | 0.68% | Reduce -0.9% | 69,612 | $2.3M |
| Wealth Effects LLC | 0.95% | Add +0.2% | 69,600 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +13.3% | 68,385 | $2.2M |
| Good Life Advisors, LLC | 0.15% | Reduce -2.0% | 66,586 | $2.2M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -2.8% | 63,053 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +16.8% | 63,000 | $2.1M |
| Wealthspire Advisors, LLC | 0.01% | New | 59,538 | $1.9M |
| World Investment Advisors | 0.05% | Add +426.0% | 58,792 | $1.9M |
| Sowell Financial Services LLC | 0.09% | Add +1.2% | 57,951 | $1.9M |
| Lanark Financial, Inc. | 0.15% | — | 55,609 | $1.8M |
| Centaurus Financial, Inc. | 0.11% | Add +5.7% | 55,514 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.1% | 54,120 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -2.1% | 50,109 | $1.6M |
| XML Financial, LLC | 0.15% | Add +12.8% | 47,920 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +120.4% | 46,974 | $1.5M |
| First Trust Advisors LP | 0.00% | Add +2.5% | 41,330 | $1.3M |
| Kercheville Advisors, LLC | 0.47% | Add +21.9% | 35,537 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.3% | 35,177 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +11.4% | 33,285 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.9% | 33,154 | $1.1M |
| HBW Advisory Services LLC | 0.15% | Reduce -18.8% | 31,810 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.7% | 31,114 | $1.0M |
| Carnegie Lake Advisors LLC | 0.41% | Reduce -11.5% | 30,960 | $1.0M |
| Integrity Alliance, Llc. | 0.04% | New | 30,757 | $1.0M |
| Landscape Capital Management, L.L.C. | 0.09% | Add +30.4% | 29,554 | $962K |
| Sigma Planning Corp | 0.03% | Add +1.0% | 28,687 | $933K |
| Strategic Family Wealth Counselors, L.L.C. | 0.30% | Add +1.4% | 28,261 | $920K |
| AlphaCore Capital LLC | 0.08% | New | 28,216 | $918K |
| Future Financial Wealth Managment LLC | 0.61% | Reduce -1.1% | 25,700 | $836K |
| Stephens Inc. | 0.01% | Add +111.9% | 25,538 | $831K |
| Beacon Capital Management, Inc. | 0.04% | New | 24,000 | $829K |
| NWF Advisory Services Inc. | 0.12% | New | 25,240 | $821K |
| Merrion Investment Management Co, LLC | 0.58% | No change | 25,000 | $814K |
| Atlanta Consulting Group Advisors, LLC | 0.23% | Add +6.5% | 24,481 | $797K |
| Debussy Capital Management LP | 0.13% | No change | 24,350 | $792K |
| Sunpointe, LLC | 0.41% | Add +15.6% | 23,729 | $772K |
| Creative Planning | 0.00% | Reduce -10.6% | 22,345 | $727K |
| Cwm, LLC | 0.00% | No change | 22,244 | $724K |
| MML Investors Services, LLC | 0.00% | Add +32.1% | 21,148 | $688K |
| Brookstone Capital Management | 0.01% | Reduce -3.3% | 21,073 | $686K |
| Atlas Brown,Inc. | 0.24% | Add +0.1% | 20,800 | $677K |
| Armor Investment Advisors, LLC | 0.27% | Reduce -8.0% | 20,135 | $655K |
| Samalin Investment Counsel, LLC | 0.26% | Add +3.9% | 19,560 | $636K |
| Advisory Services Network, LLC | 0.01% | Reduce -4.4% | 19,157 | $623K |
| Welch Group, LLC | 0.03% | No change | 19,017 | $617K |
| Comerica Bank | 0.00% | Add +61.1% | 18,844 | $613K |
| Ameriflex Group, Inc. | 0.25% | No change | 18,799 | $612K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.8% | 18,531 | $603K |
| HighTower Advisors, LLC | 0.00% | Add +21.1% | 18,120 | $590K |
| Prospera Financial Services Inc | 0.01% | Add +34.2% | 17,701 | $576K |
| Certified Advisory Corp | 0.06% | Add +0.8% | 17,322 | $564K |
| AE Wealth Management LLC | 0.00% | Reduce -0.3% | 17,191 | $559K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -21.0% | 16,535 | $538K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -20.6% | 15,668 | $510K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -2.4% | 15,609 | $508K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 15,575 | $507K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 15,396 | $501K |
| Belpointe Asset Management LLC | 0.03% | Add +0.3% | 15,065 | $490K |
| Maridea Wealth Management LLC | 0.16% | Add +3.5% | 15,028 | $489K |
| US Bancorp \de | 0.00% | Add +14.2% | 14,744 | $480K |
| PFG Investments, LLC | 0.03% | Add +1.2% | 13,707 | $446K |
| Semus Wealth Partners LLC | 0.31% | Reduce -4.1% | 13,692 | $446K |
| StoneX Group Inc. | 0.02% | Reduce -18.1% | 13,606 | $443K |
| Mgo One Seven LLC | 0.02% | No change | 13,171 | $429K |
| DAVENPORT & Co LLC | 0.00% | Add +6.3% | 13,141 | $428K |
| Keybank National Association | 0.00% | No change | 12,700 | $413K |
| Neville Rodie & Shaw Inc. | 0.03% | No change | 12,701 | $413K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +85.5% | 12,230 | $398K |
| Matrix Private Capital Group LLC | 0.24% | Add +42.9% | 12,150 | $395K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.3% | 11,765 | $383K |
"% of holder's portfolio" is UTG's weight in each manager's 13F, not the share of Reaves Utility Income Fund the manager owns.