Reaves Utility Income Fund shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in Reaves Utility Income Fund
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Quarterly reported holdings in Reaves Utility Income Fund by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $729k | 18k | 39.93 |
| 2025-06-30 | $549k | 15k | 37.23 |
| 2019-03-31 | $944 | 16k | 0.06 |
| 2018-12-31 | $490k | 16k | 31.54 |
| 2018-09-30 | $449k | 15k | 30.83 |
More positions owned by Castle Rock Wealth Management
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