Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| REAVES UTILITY INCOME FUNDUTG · Entity 4146 | Officer of Investment Advisor | November 30, 2025 | June 26, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
REAVES UTILITY INCOME FUND
Report date November 30, 2025 · Filed June 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Reaves Utility Income FundSEC Table I · non-derivative | Direct | 14,673.768 |
Ending reported balance
After 2026-06-26 transaction · row 15
15 source rows · reconciled sequenceRow 1 · 2025-11-30 · Other · Acquired 49.807 · Balance 13,733.915 F1: Reaves Utility Income Fund cash reinvestment. Row 2 · 2025-11-30 · Other · Acquired 22.609 · Balance 13,756.524 F1: Reaves Utility Income Fund cash reinvestment. Row 3 · 2025-12-31 · Other · Acquired 51.129 · Balance 13,807.653 F1: Reaves Utility Income Fund cash reinvestment. Row 4 · 2025-12-31 · Other · Acquired 23.209 · Balance 13,830.862 F1: Reaves Utility Income Fund cash reinvestment. Row 5 · 2026-01-31 · Other · Acquired 49.971 · Balance 13,880.833 F1: Reaves Utility Income Fund cash reinvestment. Row 6 · 2026-01-31 · Other · Acquired 22.683 · Balance 13,903.516 F1: Reaves Utility Income Fund cash reinvestment. Row 7 · 2026-02-28 · Other · Acquired 45.861 · Balance 13,949.377 F1: Reaves Utility Income Fund cash reinvestment. Row 8 · 2026-02-28 · Other · Acquired 20.817 · Balance 13,970.194 F1: Reaves Utility Income Fund cash reinvestment. Row 9 · 2026-03-31 · Other · Acquired 48.725 · Balance 14,018.919 F1: Reaves Utility Income Fund cash reinvestment. Row 10 · 2026-03-31 · Other · Acquired 22.117 · Balance 14,041.036 F1: Reaves Utility Income Fund cash reinvestment. Row 11 · 2026-04-30 · Other · Acquired 45.899 · Balance 14,086.935 F1: Reaves Utility Income Fund cash reinvestment. Row 12 · 2026-04-30 · Other · Acquired 20.834 · Balance 14,107.769 F1: Reaves Utility Income Fund cash reinvestment. Row 13 · 2026-05-31 · Other · Acquired 45.394 · Balance 14,153.163 F1: Reaves Utility Income Fund cash reinvestment. Row 14 · 2026-05-31 · Other · Acquired 20.605 · Balance 14,173.768 F1: Reaves Utility Income Fund cash reinvestment. Row 15 · 2026-06-26 · Purchase · Acquired 500 · Balance 14,673.768 |
Filing footnotes · ownership attribution and instrument terms
F1: Reaves Utility Income Fund cash reinvestment.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 26, 2026 Filed Jun 26, 2026 14:01 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | PurchaseReaves Utility Income Fund | 500 | $41.20 | $20,600.00 |
DisclosureSEC source: 0001717520-26-000001 · primary_doc.xml · nonDerivative · entry 15 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,673.768 Read SEC document |
| May 31, 2026 Filed Jun 26, 2026 14:01 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 20.605 | $42.45 | $874.68 |
DisclosureSEC source: 0001717520-26-000001 · primary_doc.xml · nonDerivative · entry 14 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,173.768 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| May 31, 2026 Filed Jun 26, 2026 14:01 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 45.394 | $42.45 | $1,926.98 |
DisclosureSEC source: 0001717520-26-000001 · primary_doc.xml · nonDerivative · entry 13 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,153.163 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| April 30, 2026 Filed Jun 26, 2026 14:01 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 20.834 | $42.94 | $894.61 |
DisclosureSEC source: 0001717520-26-000001 · primary_doc.xml · nonDerivative · entry 12 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,107.769 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| April 30, 2026 Filed Jun 26, 2026 14:01 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 45.899 | $42.94 | $1,970.90 |
DisclosureSEC source: 0001717520-26-000001 · primary_doc.xml · nonDerivative · entry 11 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,086.935 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| March 31, 2026 Filed Jun 26, 2026 14:01 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 22.117 | $39.28 | $868.76 |
DisclosureSEC source: 0001717520-26-000001 · primary_doc.xml · nonDerivative · entry 10 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,041.036 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| March 31, 2026 Filed Jun 26, 2026 14:01 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 48.725 | $39.28 | $1,913.92 |
DisclosureSEC source: 0001717520-26-000001 · primary_doc.xml · nonDerivative · entry 9 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,018.919 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| February 28, 2026 Filed Jun 26, 2026 14:01 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 20.817 | $41.80 | $870.15 |
DisclosureSEC source: 0001717520-26-000001 · primary_doc.xml · nonDerivative · entry 8 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,970.194 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| February 28, 2026 Filed Jun 26, 2026 14:01 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 45.861 | $41.80 | $1,916.99 |
DisclosureSEC source: 0001717520-26-000001 · primary_doc.xml · nonDerivative · entry 7 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,949.377 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| January 31, 2026 Filed Jun 26, 2026 14:01 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 22.683 | $38.20 | $866.49 |
DisclosureSEC source: 0001717520-26-000001 · primary_doc.xml · nonDerivative · entry 6 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,903.516 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| January 31, 2026 Filed Jun 26, 2026 14:01 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 49.971 | $38.20 | $1,908.89 |
DisclosureSEC source: 0001717520-26-000001 · primary_doc.xml · nonDerivative · entry 5 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,880.833 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| December 31, 2025 Filed Jun 26, 2026 14:01 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 23.209 | $37.17 | $862.68 |
DisclosureSEC source: 0001717520-26-000001 · primary_doc.xml · nonDerivative · entry 4 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,830.862 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| December 31, 2025 Filed Jun 26, 2026 14:01 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 51.129 | $37.17 | $1,900.46 |
DisclosureSEC source: 0001717520-26-000001 · primary_doc.xml · nonDerivative · entry 3 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,807.653 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| November 30, 2025 Filed Jun 26, 2026 14:01 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 22.609 | $38.53 | $871.12 |
DisclosureSEC source: 0001717520-26-000001 · primary_doc.xml · nonDerivative · entry 2 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,756.524 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| November 30, 2025 Filed Jun 26, 2026 14:01 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 49.807 | $38.53 | $1,919.06 |
DisclosureSEC source: 0001717520-26-000001 · primary_doc.xml · nonDerivative · entry 1 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,733.915 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| October 30, 2025 Filed Nov 12, 2025 17:52 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 22.142 | $38.22 | $846.27 |
DisclosureSEC source: 0001717520-25-000004 · primary_doc.xml · nonDerivative · entry 2 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,684.108 F1 · kind: Reaves Utility Income cash reinvestment. Read SEC document |
| October 30, 2025 Filed Nov 12, 2025 17:52 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 34.786 | $38.22 | $1,329.52 |
DisclosureSEC source: 0001717520-25-000004 · primary_doc.xml · nonDerivative · entry 1 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,661.966 F1 · kind: Reaves Utility Income cash reinvestment. Read SEC document |
| October 23, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | PurchaseReaves Utility Income Fund | 2,700 | $37.80 | $102,060.00 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 23 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,627.18 Read SEC document |
| October 23, 2025 Filed Oct 27, 2025 14:59 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | PurchaseReaves Utility Income Fund | 2,700 | $37.80 | $102,060.00 |
DisclosureSEC source: 0001717520-25-000002 · primary_doc.xml · nonDerivative · entry 22 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,559.264 Read SEC document |
| September 30, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 21.615 | $39.62 | $856.39 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 22 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,927.18 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| September 30, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 33.958 | $39.62 | $1,345.42 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 21 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,905.565 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| September 30, 2025 Filed Oct 27, 2025 14:59 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 21.615 | $39.62 | $856.39 |
DisclosureSEC source: 0001717520-25-000002 · primary_doc.xml · nonDerivative · entry 21 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,859.264 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| September 30, 2025 Filed Oct 27, 2025 14:59 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 33.985 | $39.62 | $1,346.49 |
DisclosureSEC source: 0001717520-25-000002 · primary_doc.xml · nonDerivative · entry 20 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,837.649 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| August 29, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 22.011 | $37.94 | $835.10 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 20 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,871.607 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| August 29, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 34.581 | $37.94 | $1,312.00 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 19 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,849.596 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| August 29, 2025 Filed Oct 27, 2025 14:59 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 34.581 | $37.94 | $1,312.00 |
DisclosureSEC source: 0001717520-25-000002 · primary_doc.xml · nonDerivative · entry 19 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,849.596 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| July 31, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 21.925 | $38.28 | $839.29 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 18 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,815.015 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| July 31, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 34.445 | $38.28 | $1,318.55 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 17 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,793.09 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| July 31, 2025 Filed Oct 27, 2025 14:59 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 21.925 | $38.28 | $839.29 |
DisclosureSEC source: 0001717520-25-000002 · primary_doc.xml · nonDerivative · entry 18 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,815.015 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| July 31, 2025 Filed Oct 27, 2025 14:59 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 34.445 | $38.28 | $1,318.55 |
DisclosureSEC source: 0001717520-25-000002 · primary_doc.xml · nonDerivative · entry 17 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,793.09 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| June 28, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 22.058 | $36.18 | $798.06 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 16 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,758.645 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| June 28, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 34.654 | $36.18 | $1,253.78 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 15 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,736.587 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| June 28, 2025 Filed Oct 27, 2025 14:59 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 22.058 | $36.18 | $798.06 |
DisclosureSEC source: 0001717520-25-000002 · primary_doc.xml · nonDerivative · entry 16 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,758.645 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| June 28, 2025 Filed Oct 27, 2025 14:59 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 34.654 | $36.18 | $1,253.78 |
DisclosureSEC source: 0001717520-25-000002 · primary_doc.xml · nonDerivative · entry 15 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,736.587 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| May 30, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 22.904 | $34.60 | $792.48 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 14 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,701.933 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| May 30, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 35.983 | $34.60 | $1,245.01 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 13 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,679.029 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| May 30, 2025 Filed Oct 27, 2025 14:59 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 22.904 | $34.60 | $792.48 |
DisclosureSEC source: 0001717520-25-000002 · primary_doc.xml · nonDerivative · entry 14 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,701.933 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| May 30, 2025 Filed Oct 27, 2025 14:59 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 35.983 | $34.60 | $1,245.01 |
DisclosureSEC source: 0001717520-25-000002 · primary_doc.xml · nonDerivative · entry 13 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,679.029 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| April 30, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 23.933 | $32.78 | $784.52 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 12 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,643.046 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| April 30, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 37.601 | $32.78 | $1,232.56 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 11 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,619.113 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| April 30, 2025 Filed Oct 27, 2025 14:59 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 23.933 | $32.78 | $784.52 |
DisclosureSEC source: 0001717520-25-000002 · primary_doc.xml · nonDerivative · entry 12 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,643.046 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| April 30, 2025 Filed Oct 27, 2025 14:59 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 37.601 | $32.78 | $1,232.56 |
DisclosureSEC source: 0001717520-25-000002 · primary_doc.xml · nonDerivative · entry 11 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,619.113 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| March 31, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 23.968 | $32.54 | $779.92 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 10 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,581.512 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| March 31, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 37.655 | $32.54 | $1,225.29 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 9 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,557.544 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| March 31, 2025 Filed Oct 27, 2025 14:59 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 23.968 | $32.54 | $779.92 |
DisclosureSEC source: 0001717520-25-000002 · primary_doc.xml · nonDerivative · entry 10 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,581.512 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| March 31, 2025 Filed Oct 27, 2025 14:59 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 37.655 | $32.54 | $1,225.29 |
DisclosureSEC source: 0001717520-25-000002 · primary_doc.xml · nonDerivative · entry 9 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,557.544 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| February 27, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 23.546 | $32.86 | $773.72 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 8 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,519.889 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| February 27, 2025 Filed Oct 27, 2025 18:10 UTC Amendment | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 36.991 | $32.86 | $1,215.52 |
DisclosureSEC source: 0001717520-25-000003 · primary_doc.xml · nonDerivative · entry 7 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,496.343 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| February 27, 2025 Filed Oct 27, 2025 14:59 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 23.546 | $32.86 | $773.72 |
DisclosureSEC source: 0001717520-25-000002 · primary_doc.xml · nonDerivative · entry 8 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,519.889 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
| February 27, 2025 Filed Oct 27, 2025 14:59 UTC | REAVES UTILITY INCOME FUND UTG · Entity 4146 | OtherReaves Utility Income Fund | 36.991 | $32.86 | $1,215.52 |
DisclosureSEC source: 0001717520-25-000002 · primary_doc.xml · nonDerivative · entry 7 Rhame Joseph Burns III · CIK 0001717520 · Officer of Investment Advisor 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,496.343 F1 · kind: Reaves Utility Income Fund cash reinvestment. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.