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Reaves Utility Income Fund shares owned by Northwestern Mutual Wealth Management Company

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Northwestern Mutual Wealth Management Company from 13F filings

Historical chart of Northwestern Mutual Wealth Management Company investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Reaves Utility Income Fund held by Northwestern Mutual Wealth Management Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Reaves Utility Income Fund by Northwestern Mutual Wealth Management Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.8M 55k 32.81
2024-06-30 $1.6M 58k 27.32
2024-03-31 $1.5M 55k 26.96
2023-09-30 $1.4M 55k 24.65
2023-06-30 $1.4M 52k 27.42
2023-03-31 $1.3M 46k 28.38
2022-12-31 $1.2M 41k 28.27
2022-09-30 $1.2M 43k 27.24
2022-06-30 $1.3M 41k 31.01
2022-03-31 $1.4M 40k 34.58
2021-12-31 $1.3M 36k 35.14
2021-09-30 $1.1M 35k 32.78
2021-06-30 $1.2M 34k 34.29
2021-03-31 $1.2M 34k 33.51
2020-12-31 $1.1M 35k 32.79
2020-09-30 $1.1M 36k 31.30
2020-06-30 $867k 29k 30.17
2020-03-31 $667k 23k 28.73
2019-12-31 $537k 15k 37.08
2019-09-30 $299k 8.1k 36.74
2019-06-30 $220k 6.2k 35.77
2019-03-31 $109k 3.2k 33.69
2018-12-31 $39k 1.3k 29.21
2018-09-30 $25k 828 30.19
2018-06-30 $43k 1.5k 28.67
2018-03-31 $78k 2.8k 28.36
2017-12-31 $46k 1.5k 30.67
2017-09-30 $48k 1.5k 32.00
2017-06-30 $177k 5.2k 34.28
2017-03-31 $49k 1.5k 32.67
2014-06-30 $0 2 0.00
2014-03-31 $0 2 0.00
2013-12-31 $0 2 0.00

More positions owned by Northwestern Mutual Wealth Management Company

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Value (VLUE)
Ishares Msci Eurzone Etf (EZU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Northwestern Mutual Wealth Management Company

Top funds holding Reaves Utility Income Fund

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

View all funds holding Reaves Utility Income Fund