Sigma Planning »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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