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JBR Co Financial Management Inc → UTG
JBR Co Financial Management Inc UTG Position History
Reaves Utility Income Fund
Quarters held
5
Latest value
$5.6M
Q3 2026
Peak value
$5.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.7M |
| Q4 2025 | $5.2M |
| Q1 2026 | $5.2M |
| Q2 2026 | $5.8M |
| Q3 2026 | $5.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.6M | 141.1K | — | — |
| Q2 2026 | $5.8M | 142.8K | — | — |
| Q1 2026 | $5.2M | 142.1K | — | — |
| Q4 2025 | $5.2M | 142.1K | — | — |
| Q3 2025 | $5.7M | 144.2K | — | — |