Reaves Utility Income FundUTG
13F holders, Q4 2025 (December 31)239holders +1
23new positions
28sold out
$35.79avg. 13F price*
At the end of Q4 2025, 239 institutions reported holding Reaves Utility Income Fund (UTG) in their 13F filings, up 1 from Q3 2025. 23 opened new positions and 28 sold out. The largest holders were Bank of America Corp. ($39.2M), Morgan Stanley ($39.1M) and LPL Financial LLC ($28.5M).
- Company
- Reaves Utility Income Fund
- CUSIP
- 756158101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $8.6M |
| Exits | 28 | $14.6M |
All 13F filers, Q3 2025 → Q4 2025: 840,152 shares bought and 1,051,058 shares sold, net −210,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 239 holders
| Bank of America Corp. | 0.00% | Reduce -2.3% | 1,070,459 | $39.2M |
| Morgan Stanley | 0.00% | Add +6.8% | 1,069,694 | $39.1M |
| LPL Financial LLC | 0.01% | Add +13.6% | 779,445 | $28.5M |
| Wells Fargo & Company | 0.00% | Add +2.9% | 679,292 | $24.8M |
| Royal Bank of Canada | 0.00% | Add +2.9% | 535,365 | $19.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.3% | 530,176 | $19.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.4% | 368,935 | $13.5M |
| Captrust Financial Advisors | 0.02% | Reduce -3.5% | 343,166 | $12.6M |
| Raymond James Financial Inc. | 0.00% | Add +5.0% | 328,542 | $12.0M |
| Cornerstone Advisors, LLC | 0.36% | Reduce -61.7% | 294,426 | $10.8M |
| Stifel Financial Corp. | 0.01% | Add +7.6% | 283,606 | $10.4M |
| Osaic Holdings, Inc. | 0.01% | Add +4.3% | 255,308 | $9.3M |
| Magnus Financial Group LLC | 0.65% | Add +0.9% | 231,728 | $8.5M |
| Oak Family Advisors, LLC | 2.51% | Add +1.4% | 224,222 | $8.2M |
| UBS Group AG | 0.00% | Add +10.4% | 221,141 | $8.1M |
| Sterling Investment Advisors, Ltd. | 1.28% | Reduce -0.8% | 189,328 | $6.9M |
| Cetera Investment Advisers | 0.01% | Reduce -6.1% | 168,570 | $6.2M |
| Lido Advisors, LLC | 0.02% | No change | 150,035 | $5.9M |
| Wealthspire Advisors, LLC | 0.04% | New | 144,310 | $5.3M |
| JBR Co Financial Management Inc | 2.18% | Reduce -1.5% | 142,112 | $5.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.6% | 139,147 | $5.1M |
| Guggenheim Capital LLC | 0.04% | Reduce -17.4% | 133,534 | $4.9M |
| Mariner, LLC | 0.01% | Reduce -8.0% | 118,984 | $4.4M |
| HBW Advisory Services LLC | 0.43% | Add +197.5% | 109,016 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.8% | 107,242 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.8% | 95,862 | $3.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -18.5% | 91,803 | $3.4M |
| Independent Financial Group, LLC | 0.07% | Add +0.7% | 87,740 | $3.2M |
| Reaves W H & Co. Inc. | 0.05% | Add +1.5% | 83,326 | $3.0M |
| Tradition Wealth Management, LLC | 0.22% | Add +1.2% | 82,345 | $3.0M |
| Wealth Effects LLC | 0.88% | Add +9.8% | 77,110 | $2.8M |
| Smith Asset Management Co., LLC | 2.33% | Reduce -2.8% | 77,007 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -2.0% | 358,292 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.5% | 66,348 | $2.5M |
| LongView Wealth Management | 0.60% | Reduce -3.5% | 67,315 | $2.5M |
| Oppenheimer & Co. Inc. | 0.03% | Add +6.7% | 64,447 | $2.4M |
| World Investment Advisors | 0.04% | Add +38.6% | 63,041 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.9% | 57,450 | $2.1M |
| Centaurus Financial, Inc. | 0.09% | Add +4.5% | 56,617 | $2.1M |
| Sowell Financial Services LLC | 0.07% | Reduce -7.0% | 54,726 | $2.0M |
| First Trust Advisors LP | 0.00% | Add +9.8% | 53,440 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.3% | 52,942 | $1.9M |
| Lanark Financial, Inc. | 0.14% | Reduce -0.2% | 52,137 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.3% | 50,817 | $1.9M |
| Strategic Family Wealth Counselors, L.L.C. | 0.41% | Add +31.6% | 49,691 | $1.8M |
| Griffin Asset Management, Inc. | 0.20% | Add +25.3% | 49,809 | $1.8M |
| Kercheville Advisors, LLC | 0.48% | Add +11.7% | 47,990 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +8.8% | 49,665 | $1.8M |
| NWF Advisory Services Inc. | 0.19% | Add +17.9% | 46,809 | $1.7M |
| &partners | 0.01% | Add +133.1% | 45,570 | $1.7M |
| Wright Wealth LLC | 1.02% | — | 42,565 | $1.6M |
| Aegis Wealth Management, Inc. | 1.21% | — | 42,266 | $1.5M |
| Integrity Alliance, Llc. | 0.05% | Add +7.2% | 38,533 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +6.2% | 37,394 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +15.6% | 36,948 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.4% | 34,568 | $1.3M |
| Beacon Capital Management, Inc. | 0.07% | No change | 34,500 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -17.1% | 34,065 | $1.2M |
| Ascentis Wealth Management, LLC | 0.32% | Add +5569.0% | 34,014 | $1.2M |
| Jefferies Financial Group Inc. | 0.01% | Add +26.3% | 31,447 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +22.3% | 30,854 | $1.1M |
| Stephens Inc. | 0.01% | Add +8.2% | 30,157 | $1.1M |
| Edge Financial Advisors LLC | 0.46% | Add +17.8% | 29,700 | $1.1M |
| Carnegie Lake Advisors LLC | 0.40% | Add +0.2% | 28,772 | $1.1M |
| XML Financial, LLC | 0.08% | Reduce -42.2% | 27,445 | $1.0M |
| Future Financial Wealth Managment LLC | 0.63% | Reduce -1.8% | 25,142 | $935K |
| PMG Family Office LLC | 1.08% | Add +0.5% | 25,467 | $932K |
| Merrion Investment Management Co, LLC | 0.49% | No change | 25,000 | $915K |
| Creative Planning | 0.00% | Add +6.8% | 24,730 | $905K |
| Kovack Advisors, Inc. | 0.04% | New | 24,665 | $902K |
| Cwm, LLC | 0.00% | Add +3.8% | 23,789 | $870K |
| Westbourne Investment Advisors, Inc. | 0.24% | Add +2.2% | 23,700 | $867K |
| Comerica Bank | 0.00% | Add +0.0% | 23,328 | $853K |
| Cohen & Steers, Inc. | 0.00% | No change | 23,000 | $841K |
| Atlanta Consulting Group Advisors, LLC | 0.17% | Add +0.3% | 20,838 | $766K |
| Monetary Management Group Inc. | 0.17% | Add +7.9% | 20,500 | $750K |
| Brookstone Capital Management | 0.01% | Add +2.1% | 20,258 | $741K |
| Matrix Private Capital Group LLC | 0.37% | Add +19.9% | 20,007 | $736K |
| Sanctuary Advisors, LLC | 0.00% | Add +8.1% | 20,061 | $734K |
| Welch Group, LLC | 0.03% | Reduce -7.1% | 19,729 | $722K |
| Atlas Brown,Inc. | 0.21% | Add +0.1% | 19,621 | $718K |
| Advisory Services Network, LLC | 0.01% | Add +1.4% | 19,404 | $710K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.5% | 19,178 | $702K |
| Castle Rock Wealth Management, LLC | 0.15% | Reduce -0.3% | 18,201 | $681K |
| HighTower Advisors, LLC | 0.00% | Add +5.4% | 18,590 | $680K |
| DAVENPORT & Co LLC | 0.00% | Add +6.0% | 18,251 | $668K |
| Sunpointe, LLC | 0.22% | Reduce -3.3% | 17,827 | $656K |
| Belpointe Asset Management LLC | 0.02% | Add +4.5% | 17,790 | $651K |
| Compound Planning, Inc. | 0.02% | Add +5.0% | 17,343 | $634K |
| AlphaCore Capital LLC | 0.01% | Reduce -42.3% | 17,330 | $634K |
| PFG Investments, LLC | 0.03% | Reduce -0.6% | 17,264 | $632K |
| MAI Capital Management | 0.00% | Add +48.7% | 17,109 | $626K |
| Mission Hills Financial Advisory, LLC | 0.33% | Add +10.6% | 16,886 | $618K |
| AE Wealth Management LLC | 0.00% | Reduce -1.4% | 16,718 | $612K |
| Certified Advisory Corp | 0.05% | Reduce -0.8% | 16,146 | $591K |
| Focus Partners Wealth | 0.00% | Add +74.5% | 15,642 | $590K |
| Samalin Investment Counsel, LLC | 0.21% | Reduce -11.2% | 16,094 | $589K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.1% | 15,758 | $576K |
| Debussy Capital Management LP | 0.08% | Reduce -1.3% | 15,750 | $576K |
| Nations Financial Group Inc, /Ia/ | 0.03% | No change | 15,575 | $570K |
"% of holder's portfolio" is UTG's weight in each manager's 13F, not the share of Reaves Utility Income Fund the manager owns.