Leavell Investment Management »

Reaves Utility Income Fund shares owned by Leavell Investment Management

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

Historical chart of Leavell Investment Management investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Reaves Utility Income Fund by Leavell Investment Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $255k 7.8k 32.54

More positions owned by Leavell Investment Management

NVIDIA Corporation (NVDA)
Vanguard Mega Cap ETF Mega Cap Index (MGC)
Apple (AAPL)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
Vanguard Mega Growth ETF Mega Grwth Ind (MGK)
Microsoft Corporation (MSFT)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Vanguard FTSE Developed ETF Ftse Dev Mkt Etf (VEA)
Vanguard Large-Cap Index Fund ETF Shares Large Cap Etf (VV)
Schwab Short U.S. Treasury ETF Sht Tm Us Tres (SCHO)
Schwab Fundamental Inl Large Com ETF Schwb Fdt Int Lg (FNDF)
Vanguard Small Cap ETF Small Cp Etf (VB)
JPMorgan Chase & Co. (JPM)
iShares 1-5 Investment Grade Corp ETF 1-3 Yr Cr Bd Etf (IGSB)
Blackstone Group Com Cl A (BX)

View all positions for Leavell Investment Management

Top funds holding Reaves Utility Income Fund

Cornerstone Advisors
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Commonwealth Equity Services
Ameriprise Financial
J.w. Cole Advisors
Captrust Financial Advisors
Raymond James Financial
Stifel Financial
Advisor Group Holdings
Magnus Financial Group
Oak Family Advisors
UBS Group
Sterling Investment Advisors

View all funds holding Reaves Utility Income Fund