Sterling Investment Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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