Reaves Utility Income Fund shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Reaves Utility Income Fund
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Quarterly reported holdings in Reaves Utility Income Fund by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 81k | 39.62 |
| 2025-06-30 | $3.6M | 98k | 36.18 |
| 2025-03-31 | $3.2M | 97k | 32.54 |
| 2024-12-31 | $3.0M | 95k | 31.69 |
| 2024-09-30 | $3.1M | 94k | 32.81 |
| 2024-06-30 | $2.5M | 91k | 27.32 |
| 2024-03-31 | $2.0M | 73k | 26.96 |
| 2023-12-31 | $1.8M | 68k | 26.75 |
| 2023-09-30 | $1.8M | 74k | 24.65 |
| 2023-06-30 | $1.9M | 70k | 27.43 |
| 2023-03-31 | $1.8M | 65k | 28.37 |
| 2022-12-31 | $1.8M | 65k | 28.28 |
| 2022-09-30 | $2.1M | 75k | 27.24 |
| 2022-06-30 | $2.4M | 77k | 31.00 |
| 2022-03-31 | $2.7M | 79k | 34.57 |
| 2021-12-31 | $2.7M | 78k | 35.12 |
| 2021-09-30 | $1.4M | 43k | 32.77 |
| 2021-06-30 | $1.2M | 35k | 34.32 |
| 2021-03-31 | $994k | 30k | 33.51 |
| 2020-12-31 | $582k | 18k | 32.78 |
More positions owned by Tradition Wealth Management
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