Reaves Utility Income Fund shares owned by XML Financial
Quarter-by-quarter ownership of Reaves Utility Income Fund (UTG) shares owned by XML Financial
from 13F filings
Historical chart of XML Financial investment in Reaves Utility Income Fund
Tip: Access up to 7 years of quarterly data
All positions including Reaves Utility Income Fund held by XML Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Reaves Utility Income Fund by XML Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 48k | 39.62 |
| 2025-06-30 | $1.8M | 50k | 36.18 |
| 2025-03-31 | $1.6M | 48k | 32.54 |
| 2024-12-31 | $1.3M | 43k | 31.69 |
| 2024-09-30 | $1.2M | 38k | 32.81 |
| 2024-06-30 | $477k | 18k | 27.32 |