UTG

Reaves Utility Income Fund

Latest period2024 - Q4Total superinvestors28

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 28 superinvestors own shares of Reaves Utility Income Fund (UTG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Reaves Utility Income Fund (UTG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Reaves Utility Income Fund (UTG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Reaves Utility Income Fund (UTG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 4.35%
0.54%
$5.511M
173,896 shares@ 31.7 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Increased 12.26%
0.13%
$1.347M
42,501 shares@ 31.7 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 2.42%
0.13%
$1.242M
39,195 shares@ 31.7 avg price
Cherri Lamkin@Atlas Brown,inc.
Recent Activity
Increased 0.11%
0.23%
$658,451
20,778 shares@ 31.69 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 0.79%
0.06%
$544,587
17,185 shares@ 31.69 avg price
Stephanie West@Org Partners Llc
Recent Activity
Increased 21.09%
0.04%
$237,120
7,466 shares@ 31.76 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 7.19%
0.03%
$231,654
7,310 shares@ 31.7 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 8.92%
0.01%
$228,450
7,209 shares@ 31.69 avg price
Georgann Ramage@West Branch Capital Llc
Recent Activity
Increased 1.38%
0.01%
$25,634
809 shares@ 31.69 avg price
Colleen Doughty@Roble, Belko & Company, Inc
Recent Activity
Increased 311.77%
0.01%
$2,000
70 shares@ 28.58 avg price