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Reaves Utility Income Fund shares owned by ORG Wealth Partners

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by ORG Wealth Partners from 13F filings

Historical chart of ORG Wealth Partners investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Reaves Utility Income Fund held by ORG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Reaves Utility Income Fund by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 34k 36.57
2025-09-30 $24k 600 39.67
2025-06-30 $21k 591 36.25
2025-03-31 $19k 581 32.82

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View all positions for ORG Wealth Partners

Top funds holding Reaves Utility Income Fund

Cornerstone Advisors
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Commonwealth Equity Services
Ameriprise Financial
J.w. Cole Advisors
Captrust Financial Advisors
Raymond James Financial
Stifel Financial
Advisor Group Holdings
Magnus Financial Group
Oak Family Advisors
UBS Group
Sterling Investment Advisors

View all funds holding Reaves Utility Income Fund