Reaves Utility Income Fund shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Reaves Utility Income Fund
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Quarterly reported holdings in Reaves Utility Income Fund by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $610k | 15k | 39.62 |
| 2025-06-30 | $508k | 14k | 36.18 |
| 2025-03-31 | $354k | 11k | 32.54 |
| 2024-12-31 | $345k | 11k | 31.69 |
| 2024-09-30 | $357k | 11k | 32.81 |
| 2024-06-30 | $207k | 7.6k | 27.32 |
| 2024-03-31 | $204k | 7.6k | 26.96 |
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