Reaves Utility Income Fund
About: Reaves Utility Income Fund is a closed-end management investment company. The company's investment objective is to provide a high level of after-tax income and total return consisting of tax-advantaged dividend income and capital appreciation. It invests a portion of its total assets in securities of utility companies, which may include companies in the electric, gas, water, telecommunications sectors, as well as other companies engaged in other infrastructure operations.
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
116% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 38
11% more capital invested
Capital invested by funds: $321M [Q4 2024] → $356M (+$35.1M) [Q1 2025]
9% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 22
0% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 2 (+0) [Q1 2025]
0.38% less ownership
Funds ownership: 12.8% [Q4 2024] → 12.43% (-0.38%) [Q1 2025]
2% less funds holding
Funds holding: 199 [Q4 2024] → 195 (-4) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for UTG.
Financial journalist opinion
Based on 11 articles about UTG published over the past 30 days
Positive
Seeking Alpha
4 days ago
UTG: Defensive Theme, Higher Upside, And Stable Income
UTG offers a stable and reliable monthly income (annual yield 6.67%), with NAV preservation but limited capital appreciation—ideal for income-focused investors. The fund's active management, sector diversification, and exposure to renewables and international utilities set it apart from traditional utility ETFs. Performance outpaces peers like XLU and VPU in recent years, but higher leverage increases volatility and requires patient, long-term holding.
Positive
Seeking Alpha
4 days ago
UTG: Tax-Efficient Dividends And Steady NAV Growth Reinforce Strength
Reaves Utility Income Trust offers a compelling mix of stable income, capital appreciation, and a 6.6% yield, with monthly dividends ideal for income-focused investors. The fund's diversified utility and infrastructure holdings, strong performance, and dividend growth support my continued buy rating. While leverage and interest rates pose risks, UTG's NAV growth and history of weathering market volatility reinforce its long-term appeal.
Positive
Seeking Alpha
5 days ago
CEF Weekly Review: Little Point To Stable Managed Distribution Plans
We review the CEF market valuation and performance through the fourth week of June and highlight recent market action. CEFs had a strong week, with all sectors in the green and equity-linked sectors leading; valuations remain above historical averages. Distribution increases at HTD and UTG highlight the arbitrary nature of managed distribution plans.
Neutral
Seeking Alpha
5 days ago
UTG: Beware Of Riding Until The Bubble Pops (Rating Downgrade)
UTG's stellar 42% one-year return was mainly driven by surging optimism in AI-fueled infrastructure demand, far outpacing its historical average and sector peers. The fund's leverage and diversified exposure to utilities, communications, and energy amplified gains, but increased potential volatility and risk. The current distribution yield of 6.7% is closer to decade lows, raising questions about future income appeal and the risk of mean reversion after rapid gains.
Neutral
Seeking Alpha
5 days ago
UTG And UTF: A Switch May Be Warranted
Current market euphoria demands risk management; focus on minimizing the downside rather than chasing high returns. UTF and UTG are top closed-end funds with similar infrastructure and utility holdings, both yielding around 6.75%. We tell you why you should consider selling UTF and moving to UTG.
Neutral
Accesswire
1 week ago
Reaves Utility Income Fund Section 19(a) Notice
DENVER, CO / ACCESS Newswire / June 30, 2025 / On June 30, 2025, the Reaves Utility Income Fund (NYSE American:UTG) (the "Fund"), a closed-end sector fund, paid a monthly distribution on its common stock of $0.19 per share to shareholders of record at the close of business on June 17, 2025. The following table sets forth the estimated amount of the sources of distribution for purposes of Section 19 of the Investment Company Act of 1940, as amended, and the related rules adopted thereunder.
Positive
Seeking Alpha
1 week ago
Invest $100,000 For A 7%-Yielding Inflation-Resilient Dividend Growth Portfolio
I discuss the keys to building a successful high-yield dividend growth portfolio. I share the key sectors to include. I also share some of the best funds and individual stocks for building a portfolio that yields over 7% and generates inflation-beating dividend growth.
Neutral
Accesswire
2 weeks ago
Reaves Utility Income Fund Increases its Monthly Distribution 5.26% to $0.20 Per Share
DENVER, CO / ACCESS Newswire / June 23, 2025 / Reaves Utility Income Fund (NYSE American:UTG) is pleased to announce today a 5.26% increase in its annual distribution to $2.40, to be paid monthly at the rate of $0.20 per common share. This is the thirteenth increase of the distribution since the Fund's inception in February 2004.
Positive
Seeking Alpha
2 weeks ago
Light Up Your Retirement With Utility Income
Stop living in the dark about dividend income; light up your retirement with bright, strong cash flow. You pay your power bill; let it pay you now. The less others think about paying you, the higher the quality of income it is.
Positive
Seeking Alpha
3 weeks ago
Two Alternatives For A Potential $5000 Monthly Income
Traditionally, a large portion of equity returns has come from two factors - reinvested dividends and compounding. We present two income-focused approaches: a fund-based portfolio for hands-off investors and a stock-plus-ETF portfolio for active investors. Both strategies target a 6% income yield, capital preservation, and inflation-beating growth, but differ in maintenance ask and risk profiles.
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