Reaves Utility Income Fund shares owned by Wealth Effects
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in Reaves Utility Income Fund
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Quarterly reported holdings in Reaves Utility Income Fund by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 70k | 39.62 |
| 2025-06-30 | $2.5M | 70k | 36.18 |
| 2025-03-31 | $2.3M | 70k | 32.54 |
| 2024-12-31 | $2.2M | 70k | 31.69 |
| 2024-09-30 | $2.3M | 70k | 32.81 |
| 2024-06-30 | $1.9M | 68k | 27.32 |
| 2024-03-31 | $1.7M | 64k | 26.96 |
| 2023-12-31 | $1.0M | 38k | 26.74 |