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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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All positions including Reaves Utility Income Fund held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data

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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
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