Reaves Utility Income Fund
UTG- Exchange
- NYSE
- SEC CIK
- 0001263994
No open-market purchases or sales by Reaves Utility Income Fund insiders were filed in the last 90 days; 267 institutions reported holding it in 13F filings for Q2 2026, worth $562.5M in total; no superinvestor holds it.
Key figures
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +29 vs. previous quarter
- 267
- 13F valueReported value at the end of Q2 2026
- $562.5M
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Superinvestors holding UTG, Q2 2026
No superinvestor reported holding UTG at the end of Q2 2026.
Latest insider trades
Open-market purchases and sales by Reaves Utility Income Fund insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Jun 26, 2026 (view filing) | Jun 26 | Same day | Rhame Joseph Burns IIIOther: Officer of Investment Advisor | PPurchaseReaves Utility Income Fund | +500 | $41.20 | +$20.6K | +3.5%14.7K after | |
| Jun 25, 2026 (view filing) | Jun 24 | 1 day | Legg JoEllenDirector | PPurchaseCommon Shares of Beneficial Interest | +580 | $42.62 | +$24.7K | +16.5%4.10K after | |
| Oct 27, 2025 (view filing) | Oct 23 | 4 days | Rhame Joseph Burns IIIOther: Officer of Investment Advisor | PPurchaseReaves Utility Income Fund | +2.70K | $37.80 | +$102.1K | +24.7%13.6K after | Amended |
| Dec 17, 2024 (view filing) | Dec 16 | 1 day | Legg JoEllenDirector | PPurchaseCommon Shares of Beneficial Interest | +298 | $32.93 | +$9.81K | +10.3%3.20K after | |
| Nov 18, 2024 (view filing) | Nov 15 | 3 days | Legg JoEllenDirector | PPurchaseReaves Utility Income Fund | +294 | $33.32 | +$9.80K | +11.3%2.89K after | |
| Oct 16, 2024 (view filing) | Oct 15 | 1 day | Legg JoEllenDirector | PPurchaseReaves Utility Income Fund | +300 | $32.63 | +$9.79K | +13.2%2.56K after | |
| Sep 19, 2024 (view filing) | Sep 17 | 2 days | Legg JoEllenDirector | PPurchaseReaves Utility Income Fund | +310 | $31.69 | +$9.82K | +15.9%2.27K after | |
| Mar 27, 2024 (view filing) | Mar 25 | 2 days | Legg JoEllenDirector | PPurchaseReaves Utility Income Fund | +1.89K | $26.46 | +$50.0K | New position1.89K after | |
| Oct 24, 2023 (view filing) | Oct 23 | 1 day | Grimes Thomas MichaelOther: Officer of Investment Advisor | SSaleReaves Utility Income Fund | −15.2K | $23.62 | −$359.6K | −100.0%0 after | |
| Mar 17, 2023 (view filing) | Mar 15 | 2 days | Rhame Joseph Burns IIIOther: Officer of Investment Advisor | PPurchaseReaves Utility Income Fund | +2.00K | $27.30 | +$54.6K | +28.8%8.95K after | 5 lots |
Top 10 13F holders, Q2 2026
The largest institutional positions in Reaves Utility Income Fund at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 1,307,405 | $53.2M | 0.00% | −53,825−4.0% | Reduced |
| Morgan Stanley | 1,205,092 | $49.1M | 0.00% | +66,435+5.8% | Added |
| LPL Financial LLC | 877,625 | $35.7M | 0.01% | +58,210+7.1% | Added |
| Wells Fargo & Company | 694,103 | $28.3M | 0.00% | −13,478−1.9% | Reduced |
| Raymond James Financial Inc | 548,908 | $22.4M | 0.01% | +189,630+52.8% | Added |
| Royal Bank of Canada | 532,580 | $21.7M | 0.00% | −43,793−7.6% | Reduced |
| Commonwealth Equity Services, LLC | 437,513 | $17.8M | 0.02% | +13,111+3.1% | Added |
| Captrust Financial Advisors | 380,508 | $15.5M | 0.02% | +14,647+4.0% | Added |
| Ameriprise Financial Inc | 325,955 | $13.3M | 0.00% | −6,306−1.9% | Reduced |
| J.W. Cole Advisors, Inc. | 323,107 | $13.2M | 0.23% | +323,107 | New |