Reaves Utility Income Fund shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Reaves Utility Income Fund
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Quarterly reported holdings in Reaves Utility Income Fund by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $541k | 13k | 41.42 |
| 2025-06-30 | $473k | 13k | 36.18 |
| 2025-03-31 | $383k | 12k | 32.54 |
| 2024-12-31 | $372k | 12k | 31.69 |
| 2024-09-30 | $296k | 9.0k | 32.81 |
| 2023-03-31 | $490k | 12k | 42.56 |
| 2022-12-31 | $340k | 12k | 28.31 |