Reaves Utility Income Fund shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in Reaves Utility Income Fund
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Quarterly reported holdings in Reaves Utility Income Fund by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 7.6k | 39.62 |
| 2025-06-30 | $317k | 8.8k | 36.18 |
| 2025-03-31 | $316k | 9.7k | 32.54 |
| 2024-12-31 | $304k | 9.6k | 31.69 |
| 2024-09-30 | $343k | 11k | 32.81 |