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 |
| Walled Lake Planning & Wealth Management, LLC | 0.18% | No change | 15,385 | $563K |
| Maridea Wealth Management LLC | 0.08% | Add +2.9% | 15,234 | $557K |
| Equitable Holdings, Inc. | 0.00% | Add +20.7% | 14,893 | $545K |
| HBK Sorce Advisory LLC | 0.01% | Add +7.7% | 14,067 | $531K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -2.6% | 13,740 | $503K |
| Mgo One Seven LLC | 0.01% | No change | 13,726 | $502K |
| Per Stirling Capital Management, LLC. | 0.06% | Add +1.6% | 13,677 | $500K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -12.6% | 13,452 | $492K |
| Farther Finance Advisors, LLC | 0.01% | New | 13,168 | $482K |
| Focus Financial Network, Inc. | 0.02% | Add +2.0% | 13,119 | $480K |
| US Bancorp \de | 0.00% | No change | 13,115 | $480K |
| Neville Rodie & Shaw Inc. | 0.03% | No change | 12,701 | $465K |
| Keybank National Association | 0.00% | No change | 12,700 | $465K |
| StoneX Group Inc. | 0.02% | Add +0.2% | 12,522 | $461K |
| Visionary Wealth Advisors | 0.02% | Reduce -5.7% | 12,465 | $456K |
| Financial Security Advisor, Inc. | 0.08% | Add +20.0% | 12,000 | $439K |
| Graybill Wealth Management, LTD. | 0.12% | Reduce -2.3% | 11,290 | $413K |
| Quantum Portfolio Management LLC | 0.18% | Add +69.1% | 11,183 | $409K |
| Flagship Harbor Advisors, LLC | 0.02% | No change | 11,115 | $407K |
| Commonwealth Financial Services, LLC | 0.07% | Add +1.1% | 10,886 | $398K |
| Apollon Wealth Management, LLC | 0.01% | Add +34.4% | 10,784 | $394K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +12.7% | 10,382 | $380K |
| Abel Hall, LLC | 0.09% | No change | 10,000 | $366K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +6.9% | 9,941 | $364K |
| Leslie Global Wealth, LLC | 0.16% | No change | 9,667 | $354K |
| Corient Private Wealth LP | 0.00% | Reduce -18.4% | 9,550 | $349K |
| Orca Investment Management, LLC | 0.27% | Reduce -2.8% | 9,500 | $348K |
| Bey-Douglas LLC | 0.27% | No change | 8,581 | $340K |
| Costello Asset Management, INC | 0.11% | Reduce -11.5% | 9,035 | $330K |
| Oakworth Capital, Inc. | 0.02% | No change | 9,000 | $329K |
| Triumph Capital Management | 0.07% | Add +6.1% | 8,909 | $326K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -18.2% | 8,631 | $316K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -26.0% | 8,425 | $308K |
| SageView Advisory Group, LLC | 0.01% | Add +1.1% | 8,272 | $303K |
| Cerity Partners LLC | 0.00% | Add +7.6% | 8,264 | $302K |
| City Center Advisors, LLC | 0.28% | Add +41.0% | 8,253 | $302K |
| Jane Street Group, LLC | 0.00% | Reduce -33.9% | 8,194 | $300K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 8,150 | $298K |
| Novak & Powell Financial Services, Inc. | 0.16% | Add +1.3% | 8,143 | $298K |
| Nwam LLC | 0.02% | Add +5.8% | 7,912 | $298K |
| Western Wealth Management, LLC | 0.01% | Add +18.5% | 8,122 | $297K |
| Simplicity Wealth,LLC | 0.02% | New | 8,119 | $297K |
| Benjamin Edwards Inc. | 0.00% | Reduce -4.6% | 8,101 | $296K |
| RFG Advisory, LLC | 0.01% | New | 8,014 | $293K |
| Balboa Wealth Partners | 0.05% | No change | 7,636 | $279K |
| Two Sigma Securities, LLC | 0.04% | New | 7,579 | $277K |
| ELCO Management Co., LLC | 0.17% | Reduce -2.7% | 7,250 | $265K |
| Purus Wealth Management, LLC | 0.08% | Add +11.3% | 7,240 | $265K |
| ORG Partners LLC | 0.05% | Add +1.3% | 7,169 | $262K |
| RDA Financial Network | 0.06% | Add +32.9% | 7,104 | $260K |
| Investors Research Corp | 0.05% | No change | 7,077 | $259K |
| Principal Securities, Inc. | 0.00% | Add +0.9% | 6,869 | $251K |
| Moors & Cabot, Inc. | 0.01% | No change | 6,617 | $242K |
| Allie Family Office LLC | 0.11% | No change | 6,490 | $237K |
| Invesco Ltd. | 0.00% | New | 6,417 | $235K |
| Innova Wealth Partners | 0.12% | New | 6,361 | $233K |
| Penbrook Management LLC | 0.15% | Reduce -0.8% | 6,025 | $220K |
| Armor Investment Advisors, LLC | 0.08% | No change | 5,996 | $219K |
| Cary Street Partners Financial LLC | 0.01% | Add +7.7% | 5,987 | $219K |
| Semus Wealth Partners LLC | 0.12% | Reduce -27.8% | 5,950 | $218K |
| Ballew Advisors, Inc | 0.12% | Add +1.6% | 5,845 | $217K |
| Estate Planners Group, LLC | 0.09% | — | 5,870 | $215K |
| Savant Capital, LLC | 0.00% | No change | 5,814 | $213K |
| Everstar Asset Management, LLC | 0.11% | No change | 5,650 | $207K |
| CoreCap Advisors, LLC | 0.01% | Reduce -15.1% | 5,604 | $205K |
| Harbour Investments, Inc. | 0.00% | Reduce -11.1% | 5,590 | $204K |
| Thompson David Blair | 0.12% | — | 5,553 | $203K |
| Hilton Head Capital Partners, LLC | 0.11% | — | 5,215 | $191K |
| Spire Wealth Management | 0.01% | Add +1.3% | 4,545 | $166K |
| Allworth Financial LP | 0.00% | Add +4.7% | 4,491 | $164K |
| Kelleher Financial Advisors | 0.04% | New | 4,411 | $161K |
| Creative Financial Designs Inc. | 0.01% | Add +0.1% | 4,137 | $151K |
| Signaturefd, LLC | 0.00% | No change | 4,000 | $146K |
| Ameriflex Group, Inc. | 0.07% | Reduce -50.0% | 3,873 | $142K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.4% | 3,556 | $130K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,216 | $118K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 3,166 | $116K |
| International Assets Investment Management, LLC | 0.01% | New | 2,780 | $102K |
| Laurel Wealth Advisors LLC | 0.01% | New | 2,500 | $91K |
| IFP Advisors, Inc | 0.00% | Add +0.6% | 2,333 | $85K |
| AdvisorNet Financial, Inc | 0.00% | Add +7.2% | 2,294 | $84K |
| Assetmark, Inc. | 0.00% | Add +11.3% | 2,166 | $79K |
| Cornerstone Planning Group LLC | 0.01% | New | 1,964 | $75K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,000 | $73K |
| Rockefeller Capital Management L.P. | 0.00% | Add +52.0% | 1,760 | $64K |
| Centerpoint Advisors, LLC | 0.02% | No change | 1,700 | $62K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,692 | $62K |
| Anchor Investment Management, LLC | 0.01% | Reduce -3.2% | 1,674 | $61K |
| Bank of New Hampshire | 0.01% | No change | 1,560 | $57K |
| Jones Financial Companies LLLP | 0.00% | New | 1,530 | $56K |
| Colonial Trust Advisors | 0.00% | No change | 1,500 | $55K |
| North Star Investment Management Corp. | 0.00% | No change | 1,450 | $53K |
| Larson Financial Group LLC | 0.00% | No change | 1,442 | $53K |
| LRI Investments, LLC | 0.00% | No change | 1,440 | $53K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 1,032 | $38K |
| Private Trust Co. NA | 0.00% | No change | 1,000 | $37K |
| Webster Bank, N. A. | 0.00% | No change | 995 | $36K |
| Paladin Partners, LLC | 0.03% | — | 969 | $35K |
| Fifth Third Bancorp | 0.00% | No change | 950 | $35K |
| American National Bank & Trust | 0.00% | No change | 850 | $31K |
| West Branch Capital LLC | 0.01% | Add +0.4% | 843 | $31K |
| Caldwell Trust Co | 0.00% | No change | 825 | $30K |
| Quest 10 Wealth Builders, Inc. | 0.02% | No change | 687 | $25K |
| Hilltop National Bank | 0.01% | No change | 590 | $22K |
| Salomon & Ludwin, LLC | 0.00% | No change | 580 | $22K |
| UMB Bank, n.a. | 0.00% | No change | 574 | $21K |
| Key Financial Inc | 0.00% | No change | 554 | $20K |
| National Bank of Canada | 0.00% | New | 540 | $20K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 500 | $18K |
| Parkside Financial Bank & Trust | 0.00% | No change | 485 | $18K |
| Hollencrest Capital Management | 0.00% | No change | 395 | $14K |
| Root Financial Partners, LLC | 0.00% | New | 383 | $14K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 358 | $13K |
| Resources Management Corp. /CT/ | 0.00% | No change | 356 | $13K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 320 | $12K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.3% | 306 | $11K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 300 | $11K |
| Glen Eagle Advisors, LLC | 0.00% | New | 300 | $11K |
| Gilpin Wealth Management, LLC | 0.01% | — | 297 | $11K |
| Hantz Financial Services, Inc. | 0.00% | No change | 278 | $10K |
| Alerus Financial NA | 0.00% | No change | 267 | $10K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +1.6% | 262 | $10K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 250 | $9K |
| Financial Consulate, Inc. | 0.00% | New | 250 | $9K |
| IMG Wealth Management, Inc. | 0.00% | New | 203 | $7K |
| Morton Brown Family Wealth, LLC | 0.00% | Add +1.3% | 157 | $6K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 126 | $5K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 100 | $4K |
| Roble, Belko & Company, Inc | 0.00% | Add +31.2% | 122 | $4K |
| Rhumbline Advisers | 0.00% | New | 108 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 100 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 100 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 98 | $4K |
| Motiv8 Investments LLC | 0.00% | New | 70 | $3K |
| Essential Partners LLC | 0.00% | New | 54 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 29 | $1K |
| FMR LLC | 0.00% | New | 20 | $732 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 7 | $256 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -97.5% | 3 | $110 |
"% of holder's portfolio" is UTG's weight in each manager's 13F, not the share of Reaves Utility Income Fund the manager owns.