Reaves Utility Income Fund shares owned by Oak Family Advisors
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Oak Family Advisors
from 13F filings
Historical chart of Oak Family Advisors investment in Reaves Utility Income Fund
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Quarterly reported holdings in Reaves Utility Income Fund by Oak Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 221k | 39.62 |
| 2025-06-30 | $9.0M | 249k | 36.18 |
| 2025-03-31 | $8.7M | 268k | 32.54 |
| 2024-12-31 | $8.0M | 252k | 31.69 |
| 2024-09-30 | $5.6M | 172k | 32.62 |
| 2024-06-30 | $1.6M | 59k | 27.32 |
| 2024-03-31 | $1.2M | 46k | 26.96 |