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Reaves Utility Income Fund shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource 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 EverSource 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 EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $82k 2.5k 32.81
2024-06-30 $72k 2.5k 28.58

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Top funds holding Reaves Utility Income Fund

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
J.w. Cole Advisors
Guggenheim Capital, LLC Managers
Private Advisor
Captrust Financial Advisors
Sterling Investment Advisors
Oak Family Advisors
Stifel Financial
Magnus Financial Group

View all funds holding Reaves Utility Income Fund