Reaves Utility Income Fund shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Reaves Utility Income Fund
Tip: Access up to 7 years of quarterly data
All positions including Reaves Utility Income Fund held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Reaves Utility Income Fund by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 356k | 39.62 |
| 2025-06-30 | $13M | 359k | 36.18 |
| 2025-03-31 | $12M | 367k | 32.54 |
| 2024-12-31 | $11M | 357k | 31.69 |
| 2024-09-30 | $5.8M | 177k | 32.81 |
| 2024-06-30 | $507k | 19k | 27.32 |
| 2024-03-31 | $221k | 8.2k | 26.96 |
| 2023-12-31 | $225k | 8.4k | 26.74 |
| 2023-09-30 | $207k | 8.4k | 24.65 |
| 2023-06-30 | $259k | 9.5k | 27.42 |
| 2023-03-31 | $269k | 9.5k | 28.38 |
| 2022-12-31 | $284k | 10k | 28.27 |
| 2022-09-30 | $274k | 10k | 27.25 |
| 2022-06-30 | $357k | 12k | 30.96 |
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