UTG

Reaves Utility Income Fund

Latest period2026 - Q2Total superinvestors24

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 24 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

SuperinvestorPortfolio %Reported Value
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 3.69%
0.69%
$9.721M
238,730 shares@ 40.73 avg price
Kayla Tweedy@Jbr Co Financial Management Inc
Recent Activity
Increased 0.47%
2.13%
$5.814M
142,777 shares@ 40.72 avg price
John Phillips V@Red Door Wealth Management, Llc
Recent Activity
New Position
0.14%
$1.43M
35,128 shares@ 40.72 avg price
Randolph Rogers@Merrion Investment Management Co, Llc
Recent Activity
Increased 9.1%
0.58%
$1.222M
30,000 shares@ 40.72 avg price
Cherri Lamkin@Atlas Brown,inc.
Recent Activity
Decreased -2.26%
0.22%
$814,324
19,998 shares@ 40.73 avg price
Stefanie Boykin@Davenport & Co Llc
Recent Activity
Decreased -1.47%
0.01%
$733,485
18,013 shares@ 40.72 avg price
Jennifer Luippold@Castle Rock Wealth Management, Llc
Recent Activity
Decreased -1.01%
0.14%
$686,796
17,200 shares@ 39.93 avg price
Alex Lee@Allied Private Wealth Llc
Recent Activity
New Position
0.42%
$653,461
16,422 shares@ 39.8 avg price
Aryn Sands@Focus Financial Network, Inc.
Recent Activity
Increased 8.13%
0.02%
$623,852
15,321 shares@ 40.72 avg price
Aryn Sands@Bay Colony Advisory Group, Inc D B A Bay Colony Advisors
Recent Activity
Increased 9.13%
0.06%
$475,777
11,684 shares@ 40.73 avg price

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