9 institutions reported holding $2.3M of REAVES UTIL INCOME FD (UTG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Castle Rock Wealth Management, LLC ($686,796), City Center Advisors, LLC ($394,650), RDA Financial Network ($286,832), Ballew Advisors, Inc ($239,863), CoreCap Advisors, LLC ($228,195). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Castle Rock Wealth Management, LLC | $686,796 | 17,200 | Trimmed |
| 2 | City Center Advisors, LLC | $394,650 | 9,692 | Added |
| 3 | RDA Financial Network | $286,832 | 7,044 | Trimmed |
| 4 | Ballew Advisors, Inc | $239,863 | 6,019 | Added |
| 5 | CoreCap Advisors, LLC | $228,195 | 5,604 | Hold |
| 6 | Post Resch Tallon Group Inc. | $204,618 | 5,025 | New |
| 7 | Foster Group, Inc. | $203,600 | 5,000 | New |
| 8 | Hilltop National Bank | $24,025 | 590 | Hold |
| 9 | NEVILLE RODIE & SHAW INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30