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Reaves Utility Income Fund shares owned by Summit Financial

Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Reaves Utility Income Fund

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

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Quarterly reported holdings in Reaves Utility Income Fund by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $688k 18k 39.28
2025-06-30 $280k 7.7k 36.18
2025-03-31 $222k 6.8k 32.54

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Top funds holding Reaves Utility Income Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Commonwealth Equity Services
Captrust Financial Advisors
Ameriprise Financial
Raymond James Financial
Stifel Financial
UBS Group
Advisor Group Holdings
Gerald Baker Financial Group
Oak Family Advisors
Magnus Financial Group

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