UTG icon

Reaves Utility Income Fund

35.01 USD
-0.09
0.26%
At close Jun 13, 4:00 PM EDT
After hours
34.93
-0.08
0.23%
1 day
-0.26%
5 days
2.70%
1 month
3.52%
3 months
9.85%
6 months
5.99%
Year to date
9.68%
1 year
25.71%
5 years
5.01%
10 years
19.57%
 

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 7,296 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 8 articles about UTG published over the past 30 days

Positive
Seeking Alpha
23 hours 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.
Two Alternatives For A Potential $5000 Monthly Income
Neutral
Seeking Alpha
1 day ago
1 Very Overrated And 1 Very Underrated High Yield Fund
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1 Very Overrated And 1 Very Underrated High Yield Fund
Positive
Seeking Alpha
4 days ago
Rapidly Growing 7%+ Yield: My Favorite High-Yield Fund Today
It is rare to find a fund that combines high yield, high growth, no leverage, and strong underlying quality. I share my favorite fund that checks all of these boxes. I also share how to position it in a portfolio.
Rapidly Growing 7%+ Yield: My Favorite High-Yield Fund Today
Negative
Seeking Alpha
1 week ago
UTG: Balanced Risk-Reward At Current Prices
UTG has adapted well to AI-driven power demand, shifting its portfolio and delivering strong returns, but now faces higher volatility and correlation with tech stocks. Utility stocks, once defensive, are now quasi-AI growth plays, benefiting from surging energy needs but also trading at elevated, sometimes bubble-like, valuations. Balancing these risks are relative valuations, which remains attractive. I maintain a hold rating on UTG.
UTG: Balanced Risk-Reward At Current Prices
Positive
Seeking Alpha
1 week ago
UTG: The Operating Environment Should Remain Favorable For This CEF
Utilities are benefiting from a favorable operating environment with lower rates, easing costs, and supportive regulatory and tax policies. Reaves Utility Income Trust has outperformed the S&P 500 over the past year, driven by sector strength and leveraged positioning. I am upgrading UTG from hold to buy, citing improved industry outlook, bipartisan infrastructure support, and continued low-rate expectations.
UTG: The Operating Environment Should Remain Favorable For This CEF
Positive
Seeking Alpha
3 weeks ago
Retire On Dividends With This 7%-Yielding Low-Stress Portfolio
Retiring on dividend cash flow offers predictable income and long-term growth, making it ideal for offsetting inflation and market volatility risks. I share the key principles for building a low-stress, high-yield portfolio for retirement. I share a model portfolio with numerous picks that combine for a ~7% yield and the potential to deliver inflation-beating dividend growth.
Retire On Dividends With This 7%-Yielding Low-Stress Portfolio
Positive
Seeking Alpha
3 weeks ago
If I Could Only Retire With 4 Dividend Funds, It Would Be These
Dividend funds offer stable, diversified, and growing passive income, ideal for retirees seeking simplicity and reduced portfolio risk versus individual stocks. I share the four I would pick to retire with today. I discuss why and compare them with alternatives.
If I Could Only Retire With 4 Dividend Funds, It Would Be These
Positive
Seeking Alpha
4 weeks ago
Tech Is Crushing Dividends - And I Love It
Tech stocks have been crushing non-tech dividend stocks in recent years. Even though I am a dividend investor, I couldn't be happier about this. I share why I love that tech stocks are crushing dividend stocks along with some of my top picks of the moment.
Tech Is Crushing Dividends - And I Love It
Neutral
Seeking Alpha
1 month ago
7 Closed-End Fund Buys (And 4 Sells) In The Month Of April 2025
April's market volatility, driven by tariffs and led by tech sector declines, created opportunities to deploy cash. However, it was an opportunity to reposition my portfolio as well, with 2 swap trades to de-risk my portfolio. There were 2 corporate actions in the last month that also saw two more positions removed from my CEF portfolio, but overall, I was a net buyer for the month.
7 Closed-End Fund Buys (And 4 Sells) In The Month Of April 2025
Positive
Seeking Alpha
1 month ago
Underrated 7-8% Yielding Picks: Monthly Dividends To Supercharge Your Early Retirement
This trio of monthly income machines yields over 7%. They have each proven to be dependable income machines and have also outperformed peers over time. They trade at attractive valuations today.
Underrated 7-8% Yielding Picks: Monthly Dividends To Supercharge Your Early Retirement
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