Reaves Utility Income Fund shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment 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 Sterling Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Reaves Utility Income Fund by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 191k | 39.62 |
| 2025-06-30 | $7.0M | 192k | 36.18 |
| 2025-03-31 | $6.0M | 185k | 32.54 |
| 2024-12-31 | $5.7M | 179k | 31.69 |
| 2024-09-30 | $5.7M | 175k | 32.81 |
| 2024-06-30 | $4.7M | 171k | 27.32 |
| 2024-03-31 | $4.2M | 157k | 26.96 |
| 2023-12-31 | $3.3M | 123k | 26.74 |
| 2022-06-30 | $53k | 1.7k | 31.29 |
| 2022-03-31 | $59k | 1.7k | 34.83 |
| 2021-12-31 | $59k | 1.7k | 34.83 |
| 2021-09-30 | $56k | 1.7k | 33.06 |
| 2021-06-30 | $58k | 1.7k | 34.24 |
| 2021-03-31 | $75k | 2.3k | 33.32 |
| 2020-12-31 | $74k | 2.2k | 32.92 |
| 2020-09-30 | $70k | 2.2k | 31.26 |
| 2020-06-30 | $67k | 2.2k | 30.06 |
| 2020-03-31 | $63k | 2.2k | 28.38 |
| 2019-12-31 | $81k | 2.2k | 36.62 |
| 2019-09-30 | $81k | 2.2k | 36.73 |
| 2019-06-30 | $79k | 2.2k | 35.96 |
| 2019-03-31 | $74k | 2.2k | 33.71 |
| 2018-12-31 | $64k | 2.2k | 29.16 |
| 2018-09-30 | $67k | 2.2k | 30.52 |
| 2018-06-30 | $63k | 2.2k | 28.70 |
| 2018-03-31 | $48k | 1.7k | 28.34 |
| 2017-12-31 | $52k | 1.7k | 30.70 |
| 2017-09-30 | $54k | 1.7k | 31.88 |
| 2017-06-30 | $58k | 1.7k | 34.24 |
| 2017-03-31 | $55k | 1.7k | 32.47 |
| 2016-12-31 | $52k | 1.7k | 30.70 |
More positions owned by Sterling Investment Advisors
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