Reaves Utility Income Fund shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Reaves Utility Income Fund
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Quarterly reported holdings in Reaves Utility Income Fund by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $786k | 29k | 27.32 |
| 2024-03-31 | $738k | 27k | 26.96 |
| 2023-12-31 | $641k | 24k | 26.74 |
| 2023-09-30 | $546k | 22k | 24.65 |
| 2023-06-30 | $1.1M | 39k | 27.42 |
| 2023-03-31 | $1.5M | 54k | 28.38 |
| 2022-12-31 | $1.3M | 47k | 28.27 |
| 2022-09-30 | $1.3M | 48k | 27.23 |
| 2022-06-30 | $1.4M | 46k | 30.99 |
| 2022-03-31 | $1.5M | 45k | 34.58 |
| 2021-12-31 | $1.6M | 44k | 35.12 |
| 2021-09-30 | $1.3M | 40k | 32.78 |
| 2021-03-31 | $2.0M | 61k | 33.50 |
| 2020-09-30 | $1.6M | 51k | 31.28 |
| 2020-06-30 | $1.5M | 51k | 30.17 |
| 2020-03-31 | $1.5M | 52k | 28.74 |
| 2019-12-31 | $1.8M | 49k | 37.05 |
| 2019-09-30 | $1.5M | 42k | 36.70 |
| 2019-06-30 | $1000k | 28k | 35.79 |
| 2019-03-31 | $769k | 23k | 33.65 |
| 2018-12-31 | $687k | 23k | 29.40 |
| 2018-09-30 | $785k | 26k | 30.67 |
| 2018-06-30 | $737k | 26k | 28.92 |
| 2018-03-31 | $731k | 26k | 28.20 |
| 2017-12-31 | $798k | 26k | 30.91 |
| 2017-09-30 | $588k | 19k | 31.69 |
| 2017-06-30 | $95k | 2.8k | 34.03 |
More positions owned by Steward Partners Investment Advisory
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