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Reaves Utility Income Fund shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Reaves Utility Income Fund by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $390k 9.6k 40.72

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Top funds holding Reaves Utility Income Fund

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

View all funds holding Reaves Utility Income Fund