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OAK FAMILY ADVISORS, LLC → UTG
OAK FAMILY ADVISORS, LLC UTG Position History
Reaves Utility Income Fund • Utilities
Quarters held
5
Latest value
$8.3M
Q3 2026
Peak value
$10.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.8M |
| Q4 2025 | $8.2M |
| Q1 2026 | $9M |
| Q2 2026 | $10.1M |
| Q3 2026 | $8.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.3M | 242.9K | — | — |
| Q2 2026 | $10.1M | 248.0K | — | — |
| Q1 2026 | $9M | 230.4K | — | — |
| Q4 2025 | $8.2M | 224.2K | — | — |
| Q3 2025 | $8.8M | 221.2K | — | — |
Other funds holding UTG
Other OAK FAMILY ADVISORS, LLC positions
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TSMWF
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