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 csvQuarterly 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 |
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