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
Frank Anastasi@Neville Rodie & Shaw Inc
Recent Activity
New Position
0.03%
$402,000
12,701 shares@ 31.66 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
Greg Lowe@Lowe Wealth Advisors, Llc
Recent Activity
Decreased -15.48%
0.09%
$207,570
6,550 shares@ 31.7 avg price
John Waddill@Laurel Wealth Advisors Llc
Recent Activity
0.02%
$79,225
2,500 shares@ 31.69 avg price
BRUCE G ALLEN@Bruce G. Allen Investments, Llc
Recent Activity
Decreased -15.53%
0.05%
$52,881
1,669 shares@ 31.69 avg price
Therese C.D. Linden@Bank Of New Hampshire
Recent Activity
0.02%
$49,436
1,560 shares@ 31.69 avg price
David B. Rea@Salem Investment Counselors Inc
Recent Activity
0.01%
$39,723
1,246 shares@ 31.89 avg price
Georgann Ramage@West Branch Capital Llc
Recent Activity
Increased 1.38%
0.01%
$25,634
809 shares@ 31.69 avg price