Reaves Utility Income Fund shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Reaves Utility Income Fund
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Quarterly reported holdings in Reaves Utility Income Fund by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $411k | 15k | 27.42 |
| 2023-03-31 | $426k | 15k | 28.38 |
| 2022-12-31 | $424k | 15k | 28.27 |
| 2022-09-30 | $409k | 15k | 27.27 |
| 2022-06-30 | $465k | 15k | 31.00 |
| 2022-03-31 | $527k | 15k | 34.58 |
| 2021-12-31 | $784k | 22k | 35.13 |
| 2021-09-30 | $731k | 22k | 32.78 |
| 2021-06-30 | $765k | 22k | 34.29 |
| 2021-03-31 | $749k | 22k | 33.49 |
| 2020-12-31 | $725k | 22k | 32.79 |
| 2020-09-30 | $741k | 24k | 31.29 |
| 2020-06-30 | $756k | 25k | 30.18 |
| 2020-03-31 | $738k | 26k | 28.74 |
| 2019-12-31 | $556k | 15k | 37.07 |
| 2019-06-30 | $72k | 2.0k | 36.00 |
| 2019-03-31 | $75k | 2.2k | 33.71 |
| 2018-12-31 | $334k | 11k | 29.45 |
| 2018-09-30 | $345k | 11k | 30.64 |
| 2018-06-30 | $314k | 11k | 28.89 |
| 2018-03-31 | $310k | 11k | 28.27 |
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