Reaves Utility Income FundUTG
13F holders, Q2 2025 (June 30)219holders +20
30new positions
13sold out
$36.18avg. 13F price*
At the end of Q2 2025, 219 institutions reported holding Reaves Utility Income Fund (UTG) in their 13F filings, up 20 from Q1 2025. 30 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($37.8M), Morgan Stanley ($35.3M) and Cornerstone Advisors, LLC ($26.5M).
- Company
- Reaves Utility Income Fund
- CUSIP
- 756158101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $9.7M |
| Exits | 13 | $2.6M |
All 13F filers, Q1 2025 → Q2 2025: 1,405,399 shares bought and 381,122 shares sold, net +1,024,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 219 holders
| Bank of America Corp. | 0.00% | Add +11.7% | 1,043,401 | $37.8M |
| Morgan Stanley | 0.00% | Add +1.5% | 975,172 | $35.3M |
| Cornerstone Advisors, LLC | 0.91% | Add +80.2% | 732,485 | $26.5M |
| Wells Fargo & Company | 0.01% | Add +1.3% | 632,944 | $22.9M |
| LPL Financial LLC | 0.01% | Add +2.9% | 616,607 | $22.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.0% | 509,049 | $18.4M |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 493,887 | $17.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -22.0% | 382,317 | $13.8M |
| J.W. Cole Advisors, Inc. | 0.28% | Add +366.2% | 362,956 | $13.1M |
| Captrust Financial Advisors | 0.03% | Reduce -2.2% | 359,116 | $13.0M |
| Raymond James Financial Inc. | 0.00% | Add +17.8% | 287,238 | $10.4M |
| Stifel Financial Corp. | 0.01% | Add +14.1% | 255,169 | $9.2M |
| Oak Family Advisors, LLC | 3.27% | Reduce -6.9% | 249,394 | $9.0M |
| Osaic Holdings, Inc. | 0.02% | Add +1.4% | 237,084 | $8.6M |
| Magnus Financial Group LLC | 0.65% | Add +9.0% | 203,951 | $7.4M |
| Sterling Investment Advisors, Ltd. | 1.53% | Add +3.9% | 192,359 | $7.0M |
| UBS Group AG | 0.00% | Add +7.6% | 188,829 | $6.8M |
| Guggenheim Capital LLC | 0.05% | Reduce -18.8% | 178,906 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +0.7% | 150,407 | $5.4M |
| Lido Advisors, LLC | 0.03% | Add +0.6% | 150,194 | $5.4M |
| Private Advisor Group, LLC | 0.03% | Add +7.0% | 140,633 | $5.1M |
| Consolidated Portfolio Review Corp | 0.66% | Reduce -13.3% | 132,011 | $4.8M |
| JBR Co Financial Management Inc | 2.35% | Reduce -3.2% | 131,812 | $4.8M |
| Mariner, LLC | 0.01% | Add +2.5% | 128,952 | $4.7M |
| NewEdge Advisors, LLC | 0.02% | Add +42.3% | 111,791 | $4.0M |
| Tradition Wealth Management, LLC | 0.28% | Add +1.4% | 98,261 | $3.6M |
| Wealthspire Advisors, LLC | 0.02% | Add +64.1% | 97,683 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +36.8% | 93,563 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.9% | 91,696 | $3.3M |
| Reaves W H & Co. Inc. | 0.07% | Add +1.6% | 88,623 | $3.2M |
| Independent Financial Group, LLC | 0.09% | Add +4.0% | 87,375 | $3.2M |
| Smith Asset Management Co., LLC | 2.50% | Reduce -0.9% | 79,937 | $2.9M |
| Wealth Effects LLC | 0.94% | Add +0.1% | 69,699 | $2.5M |
| LongView Wealth Management | 0.76% | Add +0.1% | 69,680 | $2.5M |
| Good Life Advisors, LLC | 0.15% | Add +1.4% | 67,552 | $2.4M |
| Oppenheimer & Co. Inc. | 0.03% | Add +17.6% | 58,928 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.6% | 58,209 | $2.1M |
| Sowell Financial Services LLC | 0.08% | Reduce -0.6% | 57,609 | $2.1M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -9.3% | 57,193 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.5% | 54,707 | $2.0M |
| Centaurus Financial, Inc. | 0.11% | Reduce -2.5% | 54,102 | $2.0M |
| Lanark Financial, Inc. | 0.15% | Reduce -8.0% | 51,173 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -19.1% | 50,949 | $1.8M |
| XML Financial, LLC | 0.16% | Add +3.6% | 49,655 | $1.8M |
| First Trust Advisors LP | 0.00% | Reduce -0.5% | 41,144 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +21.8% | 40,375 | $1.5M |
| World Investment Advisors | 0.03% | Reduce -31.6% | 40,221 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.8% | 36,177 | $1.3M |
| Wedbush Securities Inc. | 0.05% | Add +8.2% | 36,009 | $1.3M |
| Kercheville Advisors, LLC | 0.43% | Reduce -2.2% | 34,770 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +86.7% | 34,599 | $1.3M |
| Beacon Capital Management, Inc. | 0.06% | Add +43.8% | 34,500 | $1.2M |
| Integrity Alliance, Llc. | 0.07% | Add +9.3% | 33,623 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +6.1% | 32,998 | $1.2M |
| HBW Advisory Services LLC | 0.14% | Add +1.1% | 32,143 | $1.2M |
| AlphaCore Capital LLC | 0.04% | Add +9.3% | 30,825 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +0.7% | 28,890 | $1.0M |
| Carnegie Lake Advisors LLC | 0.41% | Reduce -7.6% | 28,609 | $1.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0.29% | Reduce -0.7% | 28,073 | $1.0M |
| Stephens Inc. | 0.01% | Add +5.4% | 26,913 | $974K |
| NWF Advisory Services Inc. | 0.12% | Add +6.0% | 26,762 | $968K |
| Future Financial Wealth Managment LLC | 0.65% | Add +1.8% | 26,170 | $947K |
| Merrion Investment Management Co, LLC | 0.59% | No change | 25,000 | $905K |
| Atlanta Consulting Group Advisors, LLC | 0.24% | Add +0.2% | 24,534 | $888K |
| Debussy Capital Management LP | 0.13% | No change | 24,350 | $881K |
| Creative Planning | 0.00% | Add +3.4% | 23,109 | $836K |
| Westbourne Investment Advisors, Inc. | 0.25% | New | 22,900 | $829K |
| Cwm, LLC | 0.00% | Add +2.4% | 22,769 | $824K |
| Brookstone Capital Management | 0.01% | Add +7.3% | 22,606 | $818K |
| Welch Group, LLC | 0.03% | Add +18.3% | 22,500 | $814K |
| NFSG Corp | 0.13% | New | 22,283 | $806K |
| Armor Investment Advisors, LLC | 0.29% | Add +4.5% | 21,050 | $762K |
| Walleye Capital LLC | 0.01% | New | 20,496 | $742K |
| Advisory Services Network, LLC | 0.01% | Add +0.1% | 19,185 | $734K |
| Cohen & Steers, Inc. | 0.00% | New | 20,000 | $724K |
| Samalin Investment Counsel, LLC | 0.28% | Add +1.3% | 19,814 | $717K |
| Atlas Brown,Inc. | 0.23% | Reduce -5.9% | 19,579 | $708K |
| Prospera Financial Services Inc | 0.01% | Add +10.1% | 19,496 | $705K |
| Comerica Bank | 0.00% | Add +1.7% | 19,164 | $693K |
| Sanctuary Advisors, LLC | 0.00% | Add +8.6% | 17,956 | $650K |
| Sunpointe, LLC | 0.26% | Reduce -25.1% | 17,774 | $643K |
| MML Investors Services, LLC | 0.00% | Reduce -16.5% | 17,658 | $639K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.0% | 17,207 | $623K |
| DAVENPORT & Co LLC | 0.00% | Add +30.0% | 17,087 | $618K |
| AE Wealth Management LLC | 0.00% | Reduce -2.3% | 16,802 | $608K |
| Monetary Management Group Inc. | 0.15% | Add +134.3% | 16,400 | $593K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.7% | 16,096 | $582K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 15,575 | $564K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.5% | 15,474 | $560K |
| Maridea Wealth Management LLC | 0.14% | Add +1.9% | 15,310 | $554K |
| Certified Advisory Corp | 0.06% | Reduce -12.0% | 15,246 | $552K |
| Castle Rock Wealth Management, LLC | 0.13% | New | 14,736 | $549K |
| Mercer Global Advisors Inc. | 0.00% | Add +26.3% | 14,849 | $537K |
| XTX Topco Ltd | 0.02% | New | 14,844 | $537K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -5.7% | 14,725 | $533K |
| PFG Investments, LLC | 0.03% | Add +4.2% | 14,280 | $517K |
| Walled Lake Planning & Wealth Management, LLC | 0.17% | Add +29.2% | 14,045 | $508K |
| Jane Street Group, LLC | 0.00% | New | 14,039 | $508K |
| Belpointe Asset Management LLC | 0.02% | Reduce -7.0% | 14,011 | $507K |
| Mgo One Seven LLC | 0.02% | Add +4.2% | 13,726 | $497K |
"% of holder's portfolio" is UTG's weight in each manager's 13F, not the share of Reaves Utility Income Fund the manager owns.