REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COM SH BEN INT
Symbol
UTG on NYSE
Price per share
$37.17
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
11,893,173
Total reported value
$435,705,327
% of total 13F portfolios
0%
Share change
-209,075
Value change
-$8,799,390
Number of holders
230
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 230 institutional investors reported holding 11,893,173 shares of REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG).

Institutional Holders of REAVES UTILITY INCOME FUND - COM SH BEN INT (UTG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 11,893,173 $435,705,327 -$8,799,390 $36.58 230
2025 Q3 12,448,072 $493,132,028 +$22,604,409 $39.62 237
2025 Q2 11,985,096 $433,657,530 +$37,242,757 $36.18 218
2025 Q1 10,960,317 $356,620,949 +$25,376,375 $32.54 197
2024 Q4 10,200,280 $323,375,988 +$18,527,216 $31.69 200
2024 Q3 9,486,042 $311,286,624 +$32,036,984 $32.81 197
2024 Q2 8,482,480 $231,700,239 +$11,117,489 $27.32 169
2024 Q1 7,959,949 $214,488,968 +$12,065,445 $26.96 164
2023 Q4 7,509,540 $200,874,605 +$15,513,266 $26.74 158
2023 Q3 6,795,838 $167,505,734 -$498,977 $24.65 145
2023 Q2 6,727,184 $184,459,770 -$2,365,708 $27.42 150
2023 Q1 6,806,573 $193,189,016 -$7,580,570 $28.38 162
2022 Q4 7,069,762 $199,878,554 +$2,827,144 $28.27 154
2022 Q3 6,945,084 $189,259,939 +$3,814,252 $27.24 143
2022 Q2 6,795,374 $210,736,469 +$6,568,021 $31.00 150
2022 Q1 6,569,908 $227,084,096 +$4,111,867 $34.57 158
2021 Q4 6,430,248 $225,845,346 -$138,847 $35.12 159
2021 Q3 6,157,191 $201,845,836 +$9,771,500 $32.77 147
2021 Q2 5,809,922 $199,339,754 +$15,820,405 $34.31 135
2021 Q1 5,388,113 $180,613,098 +$1,480,831 $33.50 127
2020 Q4 5,317,964 $174,351,941 -$2,853,693 $32.79 130
2020 Q3 5,385,444 $168,513,303 +$5,616,929 $31.29 120
2020 Q2 5,203,591 $157,037,600 -$3,337,113 $30.18 112
2020 Q1 5,318,439 $152,837,645 +$4,601,361 $28.75 113
2019 Q4 5,064,165 $187,716,138 +$3,827,482 $37.06 130
2019 Q3 4,914,813 $180,273,997 -$3,445,858 $36.70 119
2019 Q2 4,955,530 $177,446,481 -$10,473,032 $35.80 109
2019 Q1 5,320,106 $179,197,417 -$8,864,849 $33.68 115
2018 Q4 5,643,455 $166,126,081 -$14,489,235 $29.43 112
2018 Q3 6,013,787 $184,376,281 -$34,295,263 $30.66 95
2018 Q2 7,205,630 $208,347,241 -$53,226,067 $28.91 97
2018 Q1 9,059,230 $255,735,902 -$7,564,746 $28.23 99
2017 Q4 9,631,980 $297,985,820 +$195,974,283 $30.94 106
2017 Q3 2,946,458 $93,397,311 +$11,861,760 $31.70 74
2017 Q2 2,556,816 $87,813,900 +$2,304,274 $34.34 72
2017 Q1 2,494,744 $80,805,452 -$8,236,448 $32.39 67
2016 Q4 2,757,636 $84,771,978 -$9,364,750 $30.71 72
2016 Q3 3,049,786 $93,061,194 +$1,803,919 $30.56 68
2016 Q2 2,979,787 $96,752,808 -$13,833,733 $32.47 67
2016 Q1 3,418,879 $102,366,722 -$33,004,960 $29.98 67
2015 Q4 4,598,299 $119,468,000 +$67,805,034 $25.97 66
2015 Q3 1,984,019 $55,788,000 -$2,047,109 $28.09 46
2015 Q2 2,065,958 $59,258,977 -$5,330,877 $28.67 46
2015 Q1 2,280,343 $69,000,861 +$165,513 $30.26 56
2014 Q4 2,209,421 $72,546,298 +$2,979,561 $32.85 60
2014 Q3 2,111,798 $61,318,020 +$3,036,514 $29.03 53
2014 Q2 2,006,215 $60,108,967 -$1,543,114 $29.96 53
2014 Q1 2,057,787 $57,088,561 -$3,933,993 $27.76 48