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Reaves Utility Income Fund shares owned by Change Path

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Reaves Utility Income Fund

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All positions including Reaves Utility Income Fund held by Change Path consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Reaves Utility Income Fund by Change Path

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 41k 39.62
2025-06-30 $2.1M 57k 36.18
2025-03-31 $2.1M 63k 32.54
2024-12-31 $2.1M 65k 31.69

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Top funds holding Reaves Utility Income Fund

Morgan Stanley
Cornerstone Advisors
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Commonwealth Equity Services
Ameriprise Financial
J.w. Cole Advisors
Captrust Financial Advisors
Raymond James Financial
Stifel Financial
Advisor Group Holdings
Magnus Financial Group
Oak Family Advisors
UBS Group

View all funds holding Reaves Utility Income Fund