Reaves Utility Income Fund — Institutional Ownership
Which tracked institutions hold UTG, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
4
Funds holding
$13471721
Total value held
Buying
4 added/new · 0 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | $13273005 | 325955 | +325955 | NEW BUY |
| 2 | Jpmorgan Chase & Co | $195938 | 4793 | +695 | +16.96% |
| 3 | Cohen & Steers, Inc. | $2362 | 58000 | +5000 | +9.43% |
| 4 | Camden National Corp | $416 | 12411 | +12411 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.