Reaves Utility Income FundUTG
13F holders, Q1 2026 (March 31)240holders +1
26new positions
21sold out
$39.52avg. 13F price*
At the end of Q1 2026, 240 institutions reported holding Reaves Utility Income Fund (UTG) in their 13F filings, up 1 from Q4 2025. 26 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($53.5M), Morgan Stanley ($44.7M) and LPL Financial LLC ($32.2M).
- Company
- Reaves Utility Income Fund
- CUSIP
- 756158101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $5.3M |
| Exits | 21 | $15.8M |
All 13F filers, Q4 2025 → Q1 2026: 1,063,801 shares bought and 984,118 shares sold, net +79,683 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 240 holders
| Bank of America Corp. | 0.00% | Add +27.2% | 1,361,230 | $53.5M |
| Morgan Stanley | 0.00% | Add +6.5% | 1,138,657 | $44.7M |
| LPL Financial LLC | 0.01% | Add +5.1% | 819,415 | $32.2M |
| Wells Fargo & Company | 0.01% | Add +4.2% | 707,581 | $27.8M |
| Royal Bank of Canada | 0.00% | Add +7.7% | 576,373 | $22.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -19.9% | 424,402 | $16.7M |
| Captrust Financial Advisors | 0.03% | Add +6.6% | 365,861 | $14.4M |
| Raymond James Financial Inc. | 0.00% | Add +9.4% | 359,278 | $14.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.9% | 332,261 | $13.0M |
| Stifel Financial Corp. | 0.01% | Add +5.2% | 298,420 | $11.7M |
| UBS Group AG | 0.00% | Add +18.7% | 262,401 | $10.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.7% | 253,611 | $10.0M |
| Gerald Baker Financial Group LLC | 2.95% | — | 236,955 | $9.3M |
| Oak Family Advisors, LLC | 2.79% | Add +2.8% | 230,396 | $9.0M |
| Magnus Financial Group LLC | 0.74% | Reduce -0.6% | 230,239 | $9.0M |
| Sterling Investment Advisors, Ltd. | 1.37% | Add +1.6% | 192,424 | $7.6M |
| Cetera Investment Advisers | 0.01% | Reduce -2.0% | 165,248 | $6.5M |
| Wealthspire Advisors, LLC | 0.05% | Add +5.2% | 151,869 | $6.0M |
| Lido Advisors, LLC | 0.02% | Add +0.4% | 150,589 | $5.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.6% | 138,375 | $5.4M |
| Guggenheim Capital LLC | 0.04% | Reduce -0.6% | 132,699 | $5.2M |
| JBR Co Financial Management Inc | 2.18% | No change | 142,112 | $5.2M |
| Mariner, LLC | 0.01% | Reduce -6.5% | 111,222 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.6% | 111,125 | $4.4M |
| HBW Advisory Services LLC | 0.46% | Add +1.7% | 110,909 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.7% | 109,023 | $4.3M |
| Western Wealth Management, LLC | 0.13% | Reduce -7.2% | 7,537 | $3.4M |
| Independent Financial Group, LLC | 0.08% | Reduce -1.1% | 86,727 | $3.4M |
| Reaves W H & Co. Inc. | 0.06% | Add +1.5% | 84,562 | $3.3M |
| Wealth Effects LLC | 1.15% | Add +7.5% | 82,866 | $3.3M |
| Tradition Wealth Management, LLC | 0.23% | Reduce 0.0% | 82,341 | $3.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -11.1% | 81,650 | $3.2M |
| Smith Asset Management Co., LLC | 2.54% | Reduce -2.1% | 75,380 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +15.4% | 74,358 | $2.9M |
| LongView Wealth Management | 0.71% | Add +0.1% | 67,380 | $2.8M |
| &partners | 0.01% | Add +51.3% | 68,960 | $2.7M |
| Jefferies Financial Group Inc. | 0.03% | Add +99.9% | 62,870 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.2% | 58,129 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.9% | 57,120 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.3% | 56,064 | $2.2M |
| Centaurus Financial, Inc. | 0.10% | Reduce -1.5% | 55,782 | $2.2M |
| First Trust Advisors LP | 0.00% | Add +2.4% | 54,706 | $2.1M |
| Cohen & Steers, Inc. | 0.00% | Add +130.4% | 53,000 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +4.4% | 51,854 | $2.0M |
| Lanark Financial, Inc. | 0.15% | Reduce -2.0% | 51,079 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +45.0% | 50,113 | $2.0M |
| Strategic Family Wealth Counselors, L.L.C. | 0.51% | Add +0.4% | 49,895 | $2.0M |
| NWF Advisory Services Inc. | 0.22% | Add +6.2% | 49,723 | $2.0M |
| Kercheville Advisors, LLC | 0.60% | Reduce -0.7% | 47,645 | $1.9M |
| Griffin Asset Management, Inc. | 0.21% | Reduce -6.9% | 46,390 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -32.8% | 44,593 | $1.8M |
| Wright Wealth LLC | 1.18% | Add +5.3% | 44,805 | $1.8M |
| Integrity Alliance, Llc. | 0.07% | Add +12.9% | 43,497 | $1.7M |
| Aegis Wealth Management, Inc. | 1.30% | Reduce -0.7% | 41,958 | $1.6M |
| Sowell Financial Services LLC | 0.06% | Reduce -28.5% | 39,143 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Add +0.1% | 37,425 | $1.5M |
| Ascentis Wealth Management, LLC | 0.31% | Add +9.7% | 37,311 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +0.4% | 37,095 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +335.1% | 36,658 | $1.4M |
| Samalin Investment Counsel, LLC | 0.50% | Add +122.9% | 35,875 | $1.4M |
| Beacon Capital Management, Inc. | 0.08% | No change | 34,500 | $1.4M |
| CreativeOne Wealth, LLC | 0.03% | Add +0.7% | 34,296 | $1.3M |
| World Investment Advisors | 0.02% | Reduce -48.5% | 32,455 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +71.1% | 31,806 | $1.2M |
| Creative Planning | 0.00% | Add +25.2% | 30,972 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -0.1% | 30,816 | $1.2M |
| Stephens Inc. | 0.01% | Reduce -1.0% | 29,857 | $1.2M |
| Merrion Investment Management Co, LLC | 0.58% | Add +10.0% | 27,500 | $1.1M |
| Carnegie Lake Advisors LLC | 0.42% | Reduce -8.1% | 26,447 | $1.0M |
| XML Financial, LLC | 0.08% | Reduce -5.6% | 25,904 | $1.0M |
| Future Financial Wealth Managment LLC | 0.65% | Reduce -3.7% | 24,202 | $1.0M |
| PMG Family Office LLC | 1.13% | Add +1.0% | 25,712 | $1.0M |
| Westbourne Investment Advisors, Inc. | 0.29% | Add +8.0% | 25,600 | $1.0M |
| Matrix Private Capital Group LLC | 0.45% | Add +19.7% | 23,952 | $941K |
| Cwm, LLC | 0.00% | Reduce -7.2% | 22,081 | $867K |
| Monetary Management Group Inc. | 0.20% | Add +4.9% | 21,500 | $845K |
| Sanctuary Advisors, LLC | 0.00% | Add +6.6% | 21,392 | $840K |
| Atlanta Consulting Group Advisors, LLC | 0.18% | Add +0.2% | 20,889 | $821K |
| Brookstone Capital Management | 0.01% | Add +2.1% | 20,679 | $812K |
| Fifth Third Bancorp | 0.00% | Add +2057.4% | 20,495 | $805K |
| Atlas Brown,Inc. | 0.24% | Add +4.3% | 20,461 | $804K |
| Welch Group, LLC | 0.03% | No change | 19,729 | $775K |
| Advisory Services Network, LLC | 0.01% | Add +0.2% | 19,445 | $764K |
| Walled Lake Planning & Wealth Management, LLC | 0.22% | Add +25.2% | 19,260 | $757K |
| Mission Hills Financial Advisory, LLC | 0.38% | Add +12.7% | 19,029 | $747K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.0% | 18,801 | $739K |
| DAVENPORT & Co LLC | 0.00% | Add +0.2% | 18,283 | $718K |
| HBK Sorce Advisory LLC | 0.01% | Add +19.9% | 16,868 | $717K |
| Belpointe Asset Management LLC | 0.03% | Reduce -0.2% | 17,753 | $697K |
| Focus Partners Wealth | 0.00% | Add +13.2% | 17,699 | $695K |
| Castle Rock Wealth Management, LLC | 0.15% | Reduce -4.5% | 17,376 | $692K |
| Summit Financial, LLC | 0.01% | New | 17,523 | $688K |
| AlphaCore Capital LLC | 0.02% | Add +1.1% | 17,523 | $688K |
| Compound Planning, Inc. | 0.02% | Add +0.7% | 17,461 | $686K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.5% | 17,417 | $684K |
| Cerity Partners LLC | 0.00% | Add +108.5% | 17,226 | $677K |
| Equitable Holdings, Inc. | 0.00% | Add +22.4% | 18,229 | $667K |
| MAI Capital Management | 0.00% | Reduce -1.1% | 16,917 | $664K |
| PFG Investments, LLC | 0.03% | Reduce -2.8% | 16,777 | $659K |
| Sunpointe, LLC | 0.22% | Reduce -6.0% | 16,755 | $658K |
"% of holder's portfolio" is UTG's weight in each manager's 13F, not the share of Reaves Utility Income Fund the manager owns.