Reaves Utility Income Fund shares owned by Wedbush Morgan Securities
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Wedbush Morgan Securities
from 13F filings
Historical chart of Wedbush Morgan Securities investment in Reaves Utility Income Fund
Tip: Access up to 7 years of quarterly data
All positions including Reaves Utility Income Fund held by Wedbush Morgan Securities consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Reaves Utility Income Fund by Wedbush Morgan Securities
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 35k | 39.61 |
| 2025-06-30 | $1.3M | 36k | 36.19 |
| 2025-03-31 | $1.1M | 33k | 32.54 |
| 2024-12-31 | $946k | 30k | 31.67 |
| 2024-09-30 | $920k | 28k | 32.82 |
| 2024-06-30 | $776k | 28k | 27.30 |
| 2024-03-31 | $741k | 28k | 26.95 |
| 2023-12-31 | $665k | 25k | 26.75 |
| 2023-09-30 | $463k | 19k | 24.63 |
| 2023-06-30 | $473k | 17k | 27.40 |
| 2023-03-31 | $412k | 15k | 28.37 |
| 2022-12-31 | $321k | 11k | 28.25 |
| 2022-09-30 | $330k | 12k | 27.26 |
| 2022-06-30 | $335k | 11k | 31.03 |
| 2022-03-31 | $357k | 10k | 34.56 |
| 2021-12-31 | $443k | 13k | 35.14 |
| 2021-09-30 | $302k | 9.2k | 32.75 |
| 2021-06-30 | $328k | 9.6k | 34.35 |
| 2021-03-31 | $288k | 8.6k | 33.53 |
| 2020-12-31 | $215k | 6.5k | 32.86 |
| 2019-12-31 | $357k | 9.6k | 37.08 |
| 2019-09-30 | $344k | 9.4k | 36.66 |
| 2019-06-30 | $461k | 13k | 35.80 |
| 2019-03-31 | $417k | 12k | 33.69 |
| 2018-12-31 | $282k | 9.6k | 29.44 |
| 2018-09-30 | $277k | 9.0k | 30.61 |
| 2018-06-30 | $202k | 7.0k | 28.85 |