NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings.
REAVES UTILITY INCOME FUND (UTG) stock profile, AI quality score, and SEC EDGAR financial data. UTG is not currently included in 13F Pro's AI-ranked quality universe — this company has no xbrl financial filings on file with sec edgar. common for adrs, recent ipos, otc-listed names, and foreign filers that haven't filed 20-f yet. Top institutional holders of UTG by reported 13-F value include BANK OF AMERICA, MORGAN STANLEY, LPL Financial, based on the most recent SEC filings. UTG trades on the NYSE exchange and files with the SEC under CIK 1263994. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UTG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for REAVES UTILITY INCOME FUND directly from SEC EDGAR.
| Institution | Shares | Value | Reported |
|---|---|---|---|
| BANK OF AMERICA | 1,307,405 | $53.2M | 2026-06-30 |
| MORGAN STANLEY | 1,205,092 | $49.1M | 2026-06-30 |
| LPL Financial | 877,625 | $35.7M | 2026-06-30 |
| WELLS FARGO & COMPANY | 694,103 | $28.3M | 2026-06-30 |
| RAYMOND JAMES FINANCIAL | 548,908 | $22.4M | 2026-06-30 |
| ROYAL BANK OF CANADA | 532,580 | $21.7M | 2026-06-30 |
| COMMONWEALTH EQUITY SERVICES | 437,513 | $17.8M | 2026-06-30 |
| CAPTRUST FINANCIAL ADVISORS | 380,508 | $15.5M | 2026-06-30 |
| AMERIPRISE FINANCIAL | 325,955 | $13.3M | 2026-06-30 |
| J.W. COLE ADVISORS | 323,107 | $13.2M | 2026-06-30 |
13F Pro Quality Score
No SEC XBRL data
This company has no XBRL financial filings on file with SEC EDGAR. Common for ADRs, recent IPOs, OTC-listed names, and foreign filers that haven't filed 20-F yet.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
Financial metrics will appear once SEC EDGAR data is ingested for this company.