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
Tip: Access up to 7 years of quarterly data
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 Excel
Quarterly reported holdings in Reaves Utility Income Fund by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 32k | 39.62 |
| 2025-06-30 | $1.0M | 29k | 36.18 |
| 2025-03-31 | $934k | 29k | 32.54 |
| 2024-12-31 | $900k | 28k | 31.69 |
| 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 |