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Reaves Utility Income Fund shares owned by JBR Co Financial Management

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

Historical chart of JBR Co Financial Management investment in Reaves Utility Income Fund

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

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Quarterly reported holdings in Reaves Utility Income Fund by JBR Co Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 117k 32.81
2024-06-30 $3.3M 122k 27.32
2024-03-31 $3.1M 113k 26.96
2023-12-31 $3.1M 118k 26.74

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Chevron Corporation (CVX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Reaves Util Income Com Sh Ben Int (UTG)
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View all positions for JBR Co Financial Management

Top funds holding Reaves Utility Income Fund

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Commonwealth Equity Services
J.w. Cole Advisors
Guggenheim Capital, LLC Managers
Private Advisor
Captrust Financial Advisors
Sterling Investment Advisors
Oak Family Advisors
Stifel Financial
Magnus Financial Group

View all funds holding Reaves Utility Income Fund