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Reaves Utility Income Fund shares owned by Costello Asset Management

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Costello Asset Management from 13F filings

Historical chart of Costello Asset Management investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Reaves Utility Income Fund by Costello Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $404k 10k 39.62
2025-06-30 $387k 11k 36.18
2025-03-31 $353k 11k 32.54