# Reaves Utility Income Fund: overview

UTG · NYSE · CIK 1263994 · [Other](/sectors/other.md) · fiscal year ends Oct 31

Pages: [Overview](/companies/utg.md) · [Financials](/companies/utg/financials.md) · [Filings](/companies/utg/filings.md) · [Insiders](/companies/utg/insiders.md)

Financial statements for this company are not loaded yet.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/utg/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BANK OF AMERICA CORP /DE/](/funds/70858.md) | 2026-06-30 | $53.2m | 1,307,405 |  | Reduced −53,825 |
| [MORGAN STANLEY](/funds/895421.md) | 2026-06-30 | $49.1m | 1,205,092 |  | Added +66,435 |
| [LPL Financial LLC](/funds/1403438.md) | 2026-06-30 | $35.7m | 877,625 |  | Added +58,210 |
| [WELLS FARGO & COMPANY/MN](/funds/72971.md) | 2026-06-30 | $28.3m | 694,103 |  | Reduced −13,478 |
| [RAYMOND JAMES FINANCIAL INC](/funds/720005.md) | 2026-06-30 | $22.4m | 548,908 |  | Added +189,630 |
| [ROYAL BANK OF CANADA](/funds/1000275.md) | 2026-06-30 | $21.7m | 532,580 |  | Reduced −43,793 |
| [COMMONWEALTH EQUITY SERVICES, LLC](/funds/312272.md) | 2026-06-30 | $17.8m | 437,513 |  | Added +13,111 |
| [CAPTRUST FINANCIAL ADVISORS](/funds/1512024.md) | 2026-06-30 | $15.5m | 380,508 |  | Added +14,647 |
| [AMERIPRISE FINANCIAL INC](/funds/820027.md) | 2026-06-30 | $13.3m | 325,955 |  | Reduced −6,306 |
| [J.W. COLE ADVISORS, INC.](/funds/1404763.md) | 2026-06-30 | $13.2m | 323,107 |  | New +323,107 |

## Recent filings

[All 376 filings](/companies/utg/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-02-13 | 16:47 ET | [DEF 14A](/filings/0001999371-26-003335.md) | Proxy statement, period 2026-04-02 | 0001999371-26-003335 |
| 2025-02-14 | 16:50 ET | [DEF 14A](/filings/0001839882-25-009264.md) | Proxy statement, period 2025-04-02 | 0001839882-25-009264 |
| 2024-03-12 | 17:29 ET | [8-K](/filings/0001999371-24-003422.md) | 4.01 Change of auditor; 9.01 Financial statements and exhibits | 0001999371-24-003422 |
| 2024-02-16 | 16:05 ET | [DEF 14A](/filings/0001999371-24-002473.md) | Proxy statement, period 2024-04-02 | 0001999371-24-002473 |
| 2024-02-06 | 17:28 ET | [8-K](/filings/0001999371-24-001602.md) | 1.01 Entry into a material agreement; 9.01 Financial statements and exhibits | 0001999371-24-001602 |
| 2023-02-15 | 17:22 ET | [DEF 14A](/filings/0001398344-23-003535.md) | Proxy statement, period 2023-04-04 | 0001398344-23-003535 |
| 2022-09-19 | 08:15 ET | [8-K](/filings/0001398344-22-018706.md) | 1.01 Entry into a material agreement; 1.02 Termination of a material agreement; 5.02 Departure or appointment of officers or directors; 9.01 Financial statements and exhibits | 0001398344-22-018706 |
| 2022-02-14 | 13:49 ET | [DEF 14A](/filings/0001398344-22-003165.md) | Proxy statement, period 2022-04-05 | 0001398344-22-003165 |
| 2021-02-22 | 13:45 ET | [DEF 14A](/filings/0001398344-21-003874.md) | Proxy statement, period 2021-04-05 | 0001398344-21-003874 |
| 2020-02-24 | 14:19 ET | [DEF 14A](/filings/0001398344-20-003996.md) | Proxy statement, period 2020-04-06 | 0001398344-20-003996 |

## Latest annual report

No annual report is in coverage.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1263994
- Tickers: UTG
- Exchange: NYSE
- SIC code: not reported
- State of incorporation: DE
- Filer category: not reported

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:10 ET. No prices; not investment advice.