Reaves Utility Income Fund shares owned by West Branch Capital
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in Reaves Utility Income Fund
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Quarterly reported holdings in Reaves Utility Income Fund by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $33k | 840 | 39.61 |
| 2025-06-30 | $30k | 830 | 36.18 |
| 2025-03-31 | $27k | 820 | 32.52 |
| 2024-12-31 | $26k | 809 | 31.69 |
| 2024-09-30 | $26k | 798 | 32.83 |
| 2024-06-30 | $22k | 787 | 27.33 |
| 2024-03-31 | $21k | 775 | 26.97 |
| 2023-12-31 | $20k | 763 | 26.74 |
| 2023-09-30 | $19k | 751 | 24.64 |
| 2023-06-30 | $20k | 739 | 27.42 |
| 2023-03-31 | $111k | 3.9k | 28.38 |
| 2022-12-31 | $108k | 3.8k | 28.27 |
| 2022-09-30 | $102k | 3.8k | 27.16 |
| 2022-06-30 | $115k | 3.7k | 31.07 |
| 2022-03-31 | $126k | 3.6k | 34.53 |
| 2021-12-31 | $126k | 3.6k | 35.01 |
| 2021-09-30 | $116k | 3.6k | 32.67 |
| 2021-06-30 | $120k | 3.5k | 34.24 |