Reaves Utility Income Fund shares owned by LPL Financial
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by LPL Financial
from 13F filings
Historical chart of LPL Financial investment in Reaves Utility Income Fund
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Quarterly reported holdings in Reaves Utility Income Fund by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27M | 686k | 39.62 |
| 2025-06-30 | $22M | 617k | 36.18 |
| 2025-03-31 | $20M | 599k | 32.54 |
| 2024-12-31 | $19M | 585k | 31.69 |
| 2024-09-30 | $18M | 559k | 32.81 |
| 2024-06-30 | $13M | 487k | 27.32 |
| 2024-03-31 | $9.1M | 338k | 26.96 |
| 2023-09-30 | $5.9M | 238k | 24.65 |
| 2023-06-30 | $5.7M | 207k | 27.42 |
| 2023-03-31 | $5.4M | 192k | 28.38 |
| 2022-12-31 | $5.4M | 191k | 28.27 |
| 2022-09-30 | $5.5M | 204k | 27.24 |
| 2022-06-30 | $5.7M | 183k | 31.00 |
| 2022-03-31 | $5.2M | 152k | 34.57 |
| 2021-12-31 | $4.9M | 141k | 35.12 |
| 2021-09-30 | $4.4M | 134k | 32.77 |
| 2021-06-30 | $4.4M | 128k | 34.31 |
| 2021-03-31 | $3.7M | 109k | 33.50 |
| 2020-12-31 | $3.2M | 99k | 32.79 |
| 2020-09-30 | $2.9M | 94k | 31.29 |
| 2020-06-30 | $2.7M | 90k | 30.18 |
| 2020-03-31 | $2.4M | 82k | 28.76 |
| 2019-12-31 | $2.6M | 71k | 37.06 |
| 2019-09-30 | $2.5M | 67k | 36.70 |
| 2019-06-30 | $2.4M | 68k | 35.79 |
| 2019-03-31 | $2.2M | 64k | 33.68 |
| 2018-12-31 | $1.9M | 64k | 29.42 |
| 2018-09-30 | $1.9M | 60k | 30.66 |
| 2018-06-30 | $1.6M | 54k | 28.91 |
| 2018-03-31 | $1.3M | 48k | 28.23 |
| 2017-12-31 | $1.4M | 44k | 30.94 |
| 2017-09-30 | $1.2M | 36k | 31.71 |
| 2017-06-30 | $1.1M | 33k | 34.34 |
| 2017-03-31 | $2.7M | 84k | 32.37 |
| 2016-12-31 | $2.9M | 93k | 31.19 |
| 2016-09-30 | $2.5M | 85k | 29.04 |
| 2016-06-30 | $2.8M | 85k | 32.50 |
| 2016-03-31 | $4.7M | 161k | 29.20 |
| 2015-12-31 | $3.8M | 146k | 26.23 |
| 2015-09-30 | $1.7M | 57k | 29.01 |
| 2015-06-30 | $1.6M | 55k | 29.15 |
| 2015-03-31 | $2.4M | 80k | 30.27 |
| 2014-12-31 | $2.9M | 88k | 32.85 |
| 2014-09-30 | $2.6M | 90k | 29.23 |
| 2014-06-30 | $2.5M | 83k | 29.96 |
| 2014-03-31 | $2.2M | 78k | 27.76 |
| 2013-12-31 | $2.1M | 82k | 25.09 |
| 2013-09-30 | $2.1M | 82k | 25.19 |
| 2013-06-30 | $2.3M | 89k | 25.37 |
| 2012-09-30 | $2.8M | 112k | 25.28 |
| 2011-09-30 | $1.2M | 50k | 24.40 |