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Reaves Utility Income Fund shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services investment in Reaves Utility Income Fund

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All positions including Reaves Utility Income Fund held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Reaves Utility Income Fund by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $227k 7.2k 31.69
2024-09-30 $210k 6.4k 32.81

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Top funds holding Reaves Utility Income Fund

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

View all funds holding Reaves Utility Income Fund