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Reaves Utility Income Fund shares owned by Pinnacle Wealth Management Group

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

Historical chart of Pinnacle Wealth Management Group investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Reaves Utility Income Fund by Pinnacle Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $210k 5.4k 39.28
2025-09-30 $212k 5.4k 39.62
2023-03-31 $204k 7.2k 28.38
2022-12-31 $213k 7.5k 28.31
2022-09-30 $205k 7.5k 27.24
2022-06-30 $233k 7.5k 30.96
2022-03-31 $260k 7.5k 34.55
2021-12-31 $257k 7.3k 35.11
2021-09-30 $340k 10k 32.81
2021-06-30 $405k 12k 34.30