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Reaves Utility Income Fund shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Reaves Utility Income Fund held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Reaves Utility Income Fund by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $641k 24k 26.74
2023-09-30 $546k 22k 24.65
2023-06-30 $1.1M 39k 27.42
2023-03-31 $1.5M 54k 28.38
2022-12-31 $1.3M 47k 28.27
2022-09-30 $1.3M 48k 27.23
2022-06-30 $1.4M 46k 30.99
2022-03-31 $1.5M 45k 34.58
2021-12-31 $1.6M 44k 35.12
2021-09-30 $1.3M 40k 32.78
2021-03-31 $2.0M 61k 33.50
2020-09-30 $1.6M 51k 31.28
2020-06-30 $1.5M 51k 30.17
2020-03-31 $1.5M 52k 28.74
2019-12-31 $1.8M 49k 37.05
2019-09-30 $1.5M 42k 36.70
2019-06-30 $1000k 28k 35.79
2019-03-31 $769k 23k 33.65
2018-12-31 $687k 23k 29.40
2018-09-30 $785k 26k 30.67
2018-06-30 $737k 26k 28.92
2018-03-31 $731k 26k 28.20
2017-12-31 $798k 26k 30.91
2017-09-30 $588k 19k 31.69
2017-06-30 $95k 2.8k 34.03