Financial Security Advisor »

Reaves Utility Income Fund shares owned by Financial Security Advisor

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Financial Security Advisor from 13F filings

Historical chart of Financial Security Advisor investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Reaves Utility Income Fund by Financial Security Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $396k 10k 39.62
2025-06-30 $362k 10k 36.18
2025-03-31 $325k 10k 32.54
2024-12-31 $317k 10k 31.69
2024-09-30 $246k 7.5k 32.81
2024-06-30 $205k 7.5k 27.32
2024-03-31 $202k 7.5k 26.96
2023-12-31 $201k 7.5k 26.74