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Reaves Utility Income Fund shares owned by SOA Wealth Advisors

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

Historical chart of SOA Wealth Advisors investment in Reaves Utility Income Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Reaves Utility Income Fund by SOA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $26k 944 26.96
2023-12-31 $25k 944 26.74
2023-09-30 $28k 1.1k 24.65
2023-06-30 $31k 1.1k 27.42
2023-03-31 $32k 1.1k 28.38
2022-12-31 $32k 1.1k 28.27
2022-09-30 $30k 1.1k 26.86
2022-06-30 $34k 1.1k 30.91
2022-03-31 $37k 1.1k 34.10
2021-12-31 $37k 1.1k 34.58
2021-09-30 $34k 1.1k 32.20
2021-06-30 $35k 1.0k 33.59
2021-03-31 $34k 1.0k 33.04
2020-12-31 $33k 1.0k 32.23