First reported at 42,266 shares this quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2025-12-31 | 1546090 |
| 2026-03-31 | 1648110 |
| 2026-06-30 | 1646595 |
| 2026-09-30 | 1419651 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2026 | Added | 41,329 | +892 (2.2%) | 0.84% | $1,419,651 | 2026-10-26 | |
| Q2 2026 | Reduced | 40,437 | -1,521 (-3.6%) | 1.06% | $1,646,595 | 2026-07-16 | |
| Q1 2026 | Reduced | 41,958 | -308 (-0.7%) | 1.3% | $1,648,110 | 2026-04-20 | |
| Q4 2025 | New | 42,266 | +42,266 (0.0%) | 1.21% | $1,546,090 | 2026-02-05 |
Who else reported the position
272 managers reported REAVES UTIL INCOME FD for Q4 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Bank of America Corporation | Reduced | 1,070,459 | -25,391 | < 0.01% | $39,157,399 | 51 qtrs |
| MORGAN STANLEY | Added | 1,069,694 | +67,615 | < 0.01% | $39,129,430 | 51 qtrs |
| LPL Financial LLC | Added | 779,445 | +93,261 | < 0.01% | $28,512,079 | 51 qtrs |
| WELLS FARGO & COMPANY MN | Added | 679,292 | +18,922 | < 0.01% | $24,848,472 | 51 qtrs |
| ROYAL BANK OF CANADA | Added | 535,365 | +14,966 | < 0.01% | $19,583,000 | 51 qtrs |
| COMMONWEALTH EQUITY SERVICES LLC | Added | 530,176 | +21,938 | 0.03% | $19,393,849 | 33 qtrs |
| AMERIPRISE FINANCIAL INC | Reduced | 368,935 | -8,901 | < 0.01% | $13,494,995 | 35 qtrs |
| CAPTRUST FINANCIAL ADVISORS | Reduced | 343,166 | -12,525 | 0.02% | $12,553,013 | 14 qtrs |
| RAYMOND JAMES FINANCIAL INC | Added | 328,542 | +15,800 | < 0.01% | $12,018,073 | 5 qtrs |
| Cornerstone Advisors LLC | Reduced | 294,426 | -473,759 | 0.36% | $10,770,103 | 4 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2025
- Filed
- February 05, 2026
- Filing type
- 13F-HR
- Position type
- COM SH BEN INT
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 42,266
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.