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Reaves Utility Income Fund shares owned by Joseph P. Lucia & Associates

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Joseph P. Lucia & Associates from 13F filings

Historical chart of Joseph P. Lucia & Associates investment in Reaves Utility Income Fund

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All positions including Reaves Utility Income Fund held by Joseph P. Lucia & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Reaves Utility Income Fund by Joseph P. Lucia & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $200k 4.9k 40.72
2022-06-30 $27k 875 30.86
2022-03-31 $44k 1.3k 34.51
2021-09-30 $78k 2.4k 32.84
2021-06-30 $82k 2.4k 34.50
2021-03-31 $80k 2.4k 33.66
2020-12-31 $92k 2.8k 32.69
2020-06-30 $93k 3.1k 30.04
2020-03-31 $89k 3.1k 28.77
2019-12-31 $115k 3.1k 37.23
2019-09-30 $128k 3.5k 36.72
2019-06-30 $125k 3.5k 35.89