Reaves Utility Income Fund (UTG) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for UTG. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 263 institutions reported holding UTG, with 13.7 million shares worth $556.9 million in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Bank of America | 1,307,405 | $53M | DECREASED |
| Morgan Stanley | 1,205,092 | $49M | INCREASED |
| Lpl Financial | 877,625 | $36M | INCREASED |
| Wells Fargo & Company/MN | 694,103 | $28M | DECREASED |
| Raymond James Financial | 548,908 | $22M | INCREASED |
Full institutional holdings, insider history, and congressional trades for Reaves Utility Income Fund on SentiSense.