Reaves Utility Income Fund shares owned by Navis Wealth Advisors
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Navis Wealth Advisors
from 13F filings
Historical chart of Navis Wealth Advisors investment in Reaves Utility Income Fund
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Quarterly reported holdings in Reaves Utility Income Fund by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $270k | 10k | 26.96 |
| 2023-12-31 | $267k | 10k | 26.74 |
| 2023-09-30 | $247k | 10k | 24.65 |
| 2023-06-30 | $274k | 10k | 27.42 |
| 2023-03-31 | $284k | 10k | 28.38 |
| 2022-12-31 | $283k | 10k | 28.27 |
| 2022-09-30 | $272k | 10k | 27.20 |
| 2022-06-30 | $310k | 10k | 31.00 |
| 2022-03-31 | $346k | 10k | 34.60 |
| 2021-12-31 | $351k | 10k | 35.10 |
| 2021-09-30 | $328k | 10k | 32.80 |
| 2021-06-30 | $343k | 10k | 34.30 |
| 2021-03-31 | $335k | 10k | 33.50 |
| 2020-12-31 | $328k | 10k | 32.80 |