REAVES UTILITY INCOME FUND (UTG)
Reaves Utility Income Fund is a closed ended balanced mutual fund launched and managed by W. H. Reaves & Company, Inc. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in securities of companies operating in the Utilities sector. The fund primarily invests in dividend paying stocks and debt instruments of companies operating across all market capitalizations. It employs a combination of quantitative and fundamental analysis with bottom-up stock picking approach to create its portfolio. Reaves Utility Income Fund was formed on September 15, 2003 and is domiciled in the United States.
Industry: Asset Management
Reaves Utility IF
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
based on 92.11M shares outstanding
USReaves Utility Income Fund is a closed ended balanced mutual fund launched and managed by W. H. Reaves & Company, Inc. The fund invests in public equity and fixed income markets of the United States.
It seeks to invest in securities of companies operating in the Utilities sector. The fund primarily invests in dividend paying stocks and debt instruments of companies operating across all market capitalizations.
It employs a combination of quantitative and fundamental analysis with bottom-up stock picking approach to create its portfolio. Reaves Utility Income Fund was formed on September 15, 2003 and is domiciled in the United States.
Leadership
Bradley J. Swenson
Chief Compliance Officer
Christopher Moore
Secretary
E. Wayne Nordberg
Trustee
Jeremy W. Deems
Chairman and Trustee
Employees
--
Country
US
Sector
Financial Services
Website
utilityincomefund.com
| Insider | Title | Type | Shares | Value | Date |
|---|---|---|---|---|---|
 Rhame Joseph Burns III | -- | Purchase | 500 | $20.6K | Jun 26, 2026 |
 Legg JoEllen | Director | Purchase | 580 | $24.7K | Jun 24, 2026 |
| Rhame Joseph Burns III | -- | Other | 45.394 | $1.9K | May 31, 2026 |
| Rhame Joseph Burns III | -- | Other | 20.605 | $874.682 | May 31, 2026 |
| Rhame Joseph Burns III | -- | Other | 20.834 | $894.612 | Apr 30, 2026 |
| Rhame Joseph Burns III | -- | Other | 45.899 | $2.0K | Apr 30, 2026 |
| Name | Shares | % | Source |
|---|---|---|---|
BANK OF AMERICA CORP /DE/ | 1.3M | 1.4% | 13F |
MORGAN STANLEY | 1.2M | 1.3% | 13F |
LPL Financial LLC | 877.6K | 1.0% | 13F |
WELLS FARGO & COMPANY/MN | 694.1K | 0.8% | 13F |
RAYMOND JAMES FINANCIAL INC | 548.9K | 0.6% | 13F |
ROYAL BANK OF CANADA | 532.6K | 0.6% | 13F |
COMMONWEALTH EQUITY SERVICES, LLC | 437.5K | 0.5% | 13F |
CAPTRUST FINANCIAL ADVISORS | 380.5K | 0.4% | 13F |
AMERIPRISE FINANCIAL INC | 326.0K | 0.4% | 13F |
J.W. COLE ADVISORS, INC. | 323.1K | 0.4% | 13F |
Insiders
- Rhame Joseph Burns III
- Legg JoEllenDirector
- Sessions John JosephInsider
based on 92.11M shares outstanding
US30d Avg
310.58K
60d Avg
347.97K
90d Avg
314.97K