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Reaves Utility Income Fund shares owned by Spire Wealth Management

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

Historical chart of Spire Wealth Management investment in Reaves Utility Income Fund

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

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Quarterly reported holdings in Reaves Utility Income Fund by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $177k 5.4k 32.81
2024-06-30 $141k 5.2k 27.32
2024-03-31 $137k 5.1k 26.96
2023-12-31 $132k 5.0k 26.19
2023-09-30 $153k 6.2k 24.65
2023-06-30 $176k 6.4k 27.42
2023-03-31 $186k 6.6k 28.38
2022-12-31 $185k 6.5k 28.28
2022-09-30 $180k 6.6k 27.22
2022-06-30 $231k 7.5k 30.95
2022-03-31 $270k 7.8k 34.55
2021-12-31 $753k 21k 35.70
2021-09-30 $278k 8.5k 32.79
2021-06-30 $260k 7.6k 34.27
2021-03-31 $707k 21k 33.19