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Reaves Utility Income Fund shares owned by Gerald Baker Financial Group

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

Historical chart of Gerald Baker Financial Group investment in Reaves Utility Income Fund

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

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Quarterly reported holdings in Reaves Utility Income Fund by Gerald Baker Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.3M 237k 39.28

More positions owned by Gerald Baker Financial Group

Exxon Mobil Corporation (XOM)
Vanguard Specialized Funds Div App Etf (VIG)
Glacier Ban (GBCI)
National Retail Properties (NNN)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Caterpillar (CAT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Reaves Util Income Com Sh Ben Int (UTG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard World Energy Etf (VDE)
Microsoft Corporation (MSFT)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Ishares Tr Sp Smcp600vl Etf (IJS)

View all positions for Gerald Baker Financial Group

Top funds holding Reaves Utility Income Fund

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

View all funds holding Reaves Utility Income Fund