Reaves Utility Income Fund shares owned by Sontag Advisory
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in Reaves Utility Income Fund
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Quarterly reported holdings in Reaves Utility Income Fund by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $5.3M | 144k | 36.58 |
| 2025-06-30 | $3.5M | 98k | 36.18 |
| 2025-03-31 | $1.9M | 60k | 32.54 |
| 2024-03-31 | $269k | 10k | 26.96 |
| 2023-12-31 | $273k | 10k | 26.74 |
| 2023-09-30 | $261k | 11k | 24.65 |
| 2023-06-30 | $416k | 15k | 27.42 |
| 2023-03-31 | $687k | 24k | 28.38 |
| 2022-12-31 | $1.1M | 40k | 28.27 |
| 2022-09-30 | $1.2M | 42k | 27.23 |
| 2022-06-30 | $1.6M | 51k | 30.99 |
| 2022-03-31 | $2.0M | 59k | 34.57 |
| 2021-12-31 | $1.7M | 47k | 35.11 |
| 2021-09-30 | $2.1M | 65k | 32.76 |
| 2021-06-30 | $2.9M | 85k | 34.31 |
| 2021-03-31 | $1.6M | 48k | 33.50 |
| 2020-12-31 | $1.7M | 52k | 32.78 |
| 2020-09-30 | $2.3M | 73k | 31.30 |
| 2020-06-30 | $3.9M | 128k | 30.18 |
| 2020-03-31 | $4.3M | 151k | 28.75 |
| 2019-12-31 | $5.2M | 141k | 37.06 |
| 2019-09-30 | $4.7M | 127k | 36.76 |
| 2019-06-30 | $3.1M | 86k | 35.80 |
| 2019-03-31 | $1.7M | 50k | 33.67 |
| 2018-12-31 | $1.1M | 38k | 29.43 |