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 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
110% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 39
10% more capital invested
Capital invested by funds: $323M [Q4 2024] → $356M (+$32.5M) [Q1 2025]
5% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 22
0% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 2 (+0) [Q1 2025]
0.48% less ownership
Funds ownership: 12.91% [Q4 2024] → 12.43% (-0.48%) [Q1 2025]
3% less funds holding
Funds holding: 200 [Q4 2024] → 195 (-5) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for UTG.
Financial journalist opinion
Based on 13 articles about UTG published over the past 30 days
Positive
Seeking Alpha
4 days ago
3-Bucket System For $5,000 Monthly Income, For Early Retirees
The S&P 500 provides a meager 1.2% yield, besides a roller-coaster ride on a regular basis. It may be a reasonably good investment for younger investors when they are in their prime accumulation phase. If you are a retiree or someone who depends on a regular income stream from your investment portfolio, the last thing you want is to worry about when to sell shares to raise income. We will present a balanced and highly diversified 3-bucket portfolio that is likely to provide 5% to 6% income and market-beating growth with lower volatility and less drawdowns. It will also provide $5,000 on a monthly basis on a $1 million capital.
Positive
Seeking Alpha
6 days ago
My Favorite 7-10% Yielding Passive Income Machines
I share my favorite place to invest for passive income right now. I share some of my top picks of the moment. These picks pay out 7-10% sustainable yields that are growing at inflation-beating clips.
Positive
Seeking Alpha
1 week ago
Turbocharge Your Retirement With Income Machines Paying Fat Dividends
I detail why buying income machines is such a powerful way to fund a retirement. I share my four favorite income machines. I detail why they are my favorites.
Positive
Seeking Alpha
1 week ago
How To Build A $150,000 Portfolio For High Income Before Fed Rate Cuts
Cash yields may vanish within 12 months if Trump pressures Fed to cut rates by 300 basis points. High-income CEFs like UTG, BUI, and ADX offer equity-based, rate-sensitive yield without excessive leverage or junk padding. MLPs ET and EPD provide tax-advantaged ROC income with long-term power demand tailwinds from AI and data centers.
Positive
Seeking Alpha
2 weeks ago
Billionaire Says Infrastructure Investing Is Entering A 'Golden Age' - Our Top Picks
Leading billionaires are pouring capital into the infrastructure space. One leading billionaire investor just predicted that infrastructure investing is entering a "golden age." We explain how we are investing to take advantage of this emerging macro trend.
Negative
Seeking Alpha
2 weeks ago
Sell Alert: 4 Overrated 10%+ Yields
Sustainable 10% yields are attractive for compounding and retirement income. However, some of the most popular 10%+ yields today are also overrated and poised to disappoint investors. I share four very overrated 10%+ yields.
Positive
Seeking Alpha
2 weeks ago
CEF Weekly Review: Defining Overdistribution
We review the CEF market valuation and performance through the first week of July and highlight recent market action. CEF sectors rallied this week, with tightening discounts pushing valuations into an expensive zone. Debate continues on CEF distribution sustainability, especially for equity funds like UTG.
Neutral
Seeking Alpha
2 weeks ago
UTF Vs. UTG: Battle Of Top Monthly Dividend Funds
UTG is more U.S.-focused and utility-heavy, ideal for data center-driven electricity demand growth. UTF has higher leverage, more international exposure, and stronger historical total returns over 10 years. Both funds offer stable monthly income, but UTG has a lower NAV premium than UTF.
Positive
Seeking Alpha
3 weeks 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
3 weeks 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.
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