13F

UTG REAVES UTILITY INCOME FUND

2026Q1 · CUSIP 756158101

⚪ Neutral · No signal
Holders
242
Δ holders QoQ
+1
Breadth percentile
Top 58%
Whale holders
63
Δ whales
-2
Inst. holding value
$507M
New positions
28
Closed positions
27
Price momentum (1Q)
Put / Call
0/0

Breadth history (34 quarters)

2018Q1: Δ-7 · h=100 2018Q2: Δ-2 · h=98 2018Q3: Δ+1 · h=99 2018Q4: Δ+18 · h=117 2019Q1: Δ+1 · h=118 2019Q2: Δ-8 · h=110 2019Q3: Δ+13 · h=123 2019Q4: Δ+8 · h=131 2020Q1: Δ-10 · h=121 2020Q2: Δ-6 · h=115 2020Q3: Δ+8 · h=123 2020Q4: Δ+10 · h=133 2021Q1: Δ-4 · h=129 2021Q2: Δ+9 · h=138 2021Q3: Δ+16 · h=154 2021Q4: Δ+9 · h=163 2022Q1: Δ-1 · h=162 2022Q2: Δ-6 · h=156 2022Q3: Δ-3 · h=153 2022Q4: Δ+7 · h=160 2023Q1: Δ+7 · h=167 2023Q2: Δ-14 · h=153 2023Q3: Δ-5 · h=148 2023Q4: Δ+15 · h=163 2024Q1: Δ+7 · h=170 2024Q2: Δ+3 · h=173 2024Q3: Δ+30 · h=203 2024Q4: Δ+3 · h=206 2025Q1: Δ-1 · h=205 2025Q2: Δ+17 · h=222 2025Q3: Δ+19 · h=241 2025Q4: Δ+0 · h=241 2026Q1: Δ+1 · h=242 2018Q1: holders=100 2018Q2: holders=98 2018Q3: holders=99 2018Q4: holders=117 2019Q1: holders=118 2019Q2: holders=110 2019Q3: holders=123 2019Q4: holders=131 2020Q1: holders=121 2020Q2: holders=115 2020Q3: holders=123 2020Q4: holders=133 2021Q1: holders=129 2021Q2: holders=138 2021Q3: holders=154 2021Q4: holders=163 2022Q1: holders=162 2022Q2: holders=156 2022Q3: holders=153 2022Q4: holders=160 2023Q1: holders=167 2023Q2: holders=153 2023Q3: holders=148 2023Q4: holders=163 2024Q1: holders=170 2024Q2: holders=173 2024Q3: holders=203 2024Q4: holders=206 2025Q1: holders=205 2025Q2: holders=222 2025Q3: holders=241 2025Q4: holders=241 2026Q1: holders=242 -30 -15 +0 +15 +30 88172255 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 6 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q3 Top 17%
2025Q2 Top 18%
2024Q3 Top 9%
2021Q3 Top 11%
2019Q3 Top 14%
2018Q4 Top 13%
Put holders / Call holders: 0 / 0