Reaves Utility Income Fund shares owned by Sigma Planning
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in Reaves Utility Income Fund
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All positions including Reaves Utility Income Fund held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Reaves Utility Income Fund by Sigma Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $936k | 29k | 32.81 |
2024-06-30 | $740k | 27k | 27.32 |
2024-03-31 | $704k | 26k | 26.96 |
2023-12-31 | $322k | 12k | 26.74 |
2023-09-30 | $613k | 25k | 24.65 |
2023-06-30 | $672k | 25k | 27.42 |
2023-03-31 | $695k | 25k | 28.38 |
2022-12-31 | $659k | 23k | 28.27 |
2022-09-30 | $578k | 21k | 27.22 |
2022-06-30 | $615k | 20k | 31.01 |
2022-03-31 | $524k | 15k | 34.58 |
2021-12-31 | $328k | 9.4k | 35.08 |
2021-09-30 | $361k | 11k | 32.81 |
2021-06-30 | $292k | 8.5k | 34.28 |
2021-03-31 | $282k | 8.4k | 33.53 |
2020-12-31 | $375k | 11k | 32.76 |
2020-09-30 | $401k | 13k | 31.32 |
2020-06-30 | $285k | 9.4k | 30.19 |
2020-03-31 | $280k | 9.7k | 28.76 |
2019-12-31 | $386k | 10k | 37.07 |
2019-09-30 | $565k | 15k | 36.73 |
2019-06-30 | $579k | 16k | 35.82 |
2019-03-31 | $260k | 7.7k | 33.64 |
2017-06-30 | $210k | 6.1k | 34.31 |
2017-03-31 | $236k | 7.3k | 32.37 |
2016-12-31 | $233k | 7.6k | 30.70 |
2016-09-30 | $219k | 7.2k | 30.62 |