Reaves Utility Income Fund shares owned by Western Wealth Management
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management investment in Reaves Utility Income Fund
Tip: Access up to 7 years of quarterly data
All positions including Reaves Utility Income Fund held by Western Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Reaves Utility Income Fund by Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $272k | 6.9k | 39.62 |
| 2025-06-30 | $257k | 7.1k | 36.18 |
| 2024-09-30 | $262k | 8.0k | 32.81 |
| 2024-06-30 | $218k | 8.0k | 27.32 |
| 2024-03-31 | $213k | 7.9k | 26.96 |
| 2023-06-30 | $348k | 13k | 27.42 |
| 2023-03-31 | $359k | 13k | 28.38 |
| 2022-12-31 | $302k | 11k | 28.27 |
| 2022-09-30 | $527k | 19k | 27.23 |
| 2022-06-30 | $600k | 19k | 31.04 |
| 2022-03-31 | $660k | 19k | 34.58 |