UTG on NYSE

REAVES UTILITY INCOME FUND

Fund registered in the United States, based in Dover, active since 2003. Summary from the record

Price unavailable

Last updated Oct 19, 2026.

Overview

Compare with another stock.

  • TickerUTG on NYSE2
  • HeadquartersDover, United States2
  • Incorporated inDE3
  • Business address1700 Broadway, Suite 2100, Denver, Co3
  • Legal formStatutory Trust2
  • Kind of organizationFund2
  • LEI549300GS807NR3X3LH362
  • StatusActive2
  • LEI statusIssued and current2
  • Registered addressCORPORATION TRUST CENTER 1209 ORANGE ST, 19801 Wilmington, United States2
  • Registered withDivision of Corporations, Department of State, 37041012

See how the biggest companies compare on our leaderboards

Leadership

Who has led REAVES UTILITY INCOME FUND, and when. Pick a name to see everywhere that person has worked.

President

  1. Edmund J. Burke2010
  2. Bradley J. Swenson2021
2010201520202025
Board members and other officers (22)

Former names

  • UTILITY INCOME TRUSTSep 24, 2003 to Feb 20, 20043

Timeline

  1. Sep 15, 2003Founded REAVES UTILITY INCOME FUND is founded2

Filings

98 filings to the SEC since October 2021: 3 major events, 32 insider forms, 63 other. The latest 20:

  1. Sep 28, 2026NPORT-P EDGAR
  2. Aug 7, 2026N-PX EDGAR
  3. Jul 7, 20263 PRIMARY DOCUMENT EDGAR
  4. Jul 2, 2026N-CSRS CERTIFIED SEMI-ANNUAL SHAREHOLDER REPORT EDGAR
  5. Jun 26, 20264 PRIMARY DOCUMENT EDGAR
  6. Jun 26, 2026NPORT-P EDGAR
  7. Jun 25, 20264 PRIMARY DOCUMENT EDGAR
  8. Jun 12, 202640-17G FIDELITY BOND EDGAR
  9. Mar 31, 2026NPORT-P EDGAR
  10. Feb 13, 2026DEF 14A DEFINITIVE PROXY STATEMENT EDGAR
  11. Jan 14, 2026N-CEN EDGAR
  12. Jan 6, 2026N-CSR CERTIFIED ANNUAL SHAREHOLDER REPORT EDGAR
  13. Dec 29, 2025NPORT-P EDGAR
  14. Nov 12, 20254 PRIMARY DOCUMENT EDGAR
  15. Oct 27, 20254/A PRIMARY DOCUMENT EDGAR
  16. Oct 27, 20254 PRIMARY DOCUMENT EDGAR
  17. Sep 25, 2025NPORT-P EDGAR
  18. Aug 18, 2025N-PX EDGAR
  19. Jul 3, 2025N-CSRS CERTIFIED SEMI-ANNUAL SHAREHOLDER REPORT EDGAR
  20. Jun 30, 202540-17G FIDELITY BOND EDGAR

The 98 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

17 open-market trades by officers, directors and large owners since October 2021: 15 buys and 2 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Jun 26, 2026Rhame Joseph Burns IIIBuy500$41.20$20.6KForm 4
Jun 24, 2026Legg JoEllenDirectorBuy580$42.62$24.7KForm 4
Oct 23, 2025Rhame Joseph Burns IIIBuy2,700$37.80$102.1KForm 4
Oct 23, 2025Rhame Joseph Burns IIIBuy2,700$37.80$102.1KForm 4
Dec 16, 2024Legg JoEllenDirectorBuy298$32.93$9.8KForm 4
Nov 15, 2024Legg JoEllenDirectorBuy294$33.32$9.8KForm 4
Oct 15, 2024Legg JoEllenDirectorBuy300$32.63$9.8KForm 4
Sep 17, 2024Legg JoEllenDirectorBuy310$31.69$9.8KForm 4
Mar 25, 2024Legg JoEllenDirectorBuy1,890$26.46$50.0KForm 4
Oct 23, 2023GRIMES THOMAS MICHAELSale15,223$23.62$359.6KForm 4
Mar 15, 2023Rhame Joseph Burns IIIBuy2,000$27.30$54.6KForm 4
Feb 14, 2023Rhame Joseph Burns IIIBuy1,628$29.59$48.2KForm 4
Oct 4, 2022Rhame Joseph Burns IIIBuy400$28.24$11.3KForm 4
Sep 30, 2022Rhame Joseph Burns IIIBuy400$27.61$11.0KForm 4
Sep 22, 2022Rhame Joseph Burns IIIBuy190$30.25$5.7KForm 4
Sep 21, 2022Rhame Joseph Burns IIIBuy200$31.04$6.2KForm 4
Nov 3, 2021HARMKE THOMAS WSale263$34.01$8.9KForm 4

From Forms 4 filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
Bank Of America Corp /de/1,307,405$53.2M0.0%−53,825
Morgan Stanley1,205,092$49.1M0.0%+66,435
LPL Financial LLC877,625$35.7M0.0%+58,210
Wells Fargo & Company/mn694,103$28.3M0.0%−13,478
Raymond James Financial Inc548,908$22.4M0.0%+189,630
Royal Bank Of Canada532,580$21.7M0.0%−43,793
Commonwealth Equity Services, LLC437,513$17.8M0.0%+13,111
Captrust Financial Advisors380,508$15.5M0.0%+14,647
Ameriprise Financial Inc325,955$13.3M0.0%−6,306
J.w. Cole Advisors, Inc.323,107$13.2M0.2%New
Stifel Financial Corp296,826$12.1M0.0%−1,594
Osaic Holdings, Inc.292,537$11.9M0.0%+38,926
UBS Group AG287,252$11.7M0.0%+24,851
Gerald Baker Financial Group LLC250,323$10.2M2.9%+13,368
Oak Family Advisors, LLC247,979$10.1M2.9%+17,583
Magnus Financial Group LLC238,730$9.7M0.7%+8,491
Sterling Investment Advisors, Ltd.189,654$7.7M1.3%−2,770
NewEdge Advisors, LLC172,636$7.0M0.0%+90,986
Cetera Investment Advisers161,288$6.6M0.0%−3,960
Wealthspire Advisors, LLC159,511$6.5M0.0%+7,642
JBR Co Financial Management Inc142,777$5.8M2.1%+665
Private Advisor Group, LLC140,096$5.7M0.0%+1,721
Hbw Advisory Services LLC111,666$4.5M0.4%+757
Mariner, LLC108,647$4.4M0.0%−2,575
Lido Advisors, LLC98,304$4.0M0.0%−52,285

13F reports cover disclosed long positions in U.S. stocks only.

Sources

The numbers on this page point here. Each one links to the record it came from.

  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
  9. 9
  10. 10
  11. 11
  12. 12
  13. 13
  14. 14
  15. 15
  16. 16
  17. 17
  18. 18
  19. 19
  20. 20
  21. 21
  22. 22
  23. 23
  24. 24
  25. 25
  26. 26
  27. 27