Reaves Utility Income Fund shares owned by Independent Financial Group
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Independent Financial Group
from 13F filings
Historical chart of Independent Financial Group investment in Reaves Utility Income Fund
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Quarterly reported holdings in Reaves Utility Income Fund by Independent Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $3.4M | 87k | 39.28 |
| 2025-09-30 | $3.5M | 87k | 39.62 |
| 2025-06-30 | $3.2M | 87k | 36.18 |
| 2025-03-31 | $2.7M | 84k | 32.54 |
| 2024-12-31 | $2.0M | 64k | 31.69 |
| 2024-09-30 | $1.8M | 56k | 32.81 |
| 2024-06-30 | $1.2M | 43k | 27.32 |
| 2024-03-31 | $610k | 23k | 26.96 |
| 2023-12-31 | $312k | 12k | 26.74 |
| 2023-09-30 | $212k | 8.6k | 24.65 |
| 2022-12-31 | $218k | 7.7k | 28.27 |
| 2022-06-30 | $201k | 6.5k | 31.00 |
| 2022-03-31 | $240k | 6.9k | 34.57 |
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