Downtrend on the daily chart: below its 50- and 200-day averages · 50-day below the 200-day · SuperTrend up since Oct 6 · below the Ichimoku cloud · RSI 51 · MACD above its signal · 9% above its 52-week low
None of the 29 investors followed here reported a position in UTG in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a UTG trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Jun 25, 2026 | Rhame Joseph Burns IiiDivisional Officer | Purchase at price 41.20 per share. | 500 | $20.60K |
| Jun 23, 2026 | Legg Joellen LDirector | Purchase at price 42.62 per share. | 580 | $24.72K |
| Oct 22, 2025 | Rhame Joseph Burns IiiAffiliate of Investment Advisor | Purchase at price 37.80 per share. | 2.7K | $102.06K |
| Dec 15, 2024 | Legg Joellen LDirector | Purchase at price 32.93 per share. | 298 | $9.81K |
| Nov 14, 2024 | Legg Joellen LDirector | Purchase at price 33.32 per share. | 294 | $9.80K |
| Oct 14, 2024 | Legg Joellen LDirector | Purchase at price 32.63 per share. | 300 | $9.79K |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.3 | 10.7 | -6.0 | 9.3 | -1.1 | -4.1 | -5.6 | -1.9 | -9.0 | 6.0 | −0.5% | ||
| 2025 | 3.9 | -0.2 | -1.0 | 0.7 | 5.6 | 4.6 | 5.8 | -0.9 | 4.4 | -3.5 | 0.8 | -5.1 | +15.4% |
| 2024 | -1.9 | -0.3 | 3.1 | -2.6 | 8.3 | -3.9 | 4.6 | 5.2 | 9.1 | -0.9 | 7.2 | -9.1 | +18.5% |
| 2023 | 5.9 | -6.2 | 1.0 | 1.7 | -7.2 | 2.4 | 2.4 | -6.2 | -6.5 | -0.4 | 7.6 | 1.2 | −5.4% |
| 2022 | -4.8 | -3.5 | 7.2 | -3.8 | 1.8 | -8.5 | 4.2 | -1.5 | -14.4 | 1.4 | 8.0 | -5.3 | −19.5% |
| 2021 | -0.8 | -3.9 | 7.2 | 3.5 | 0.6 | -1.6 | 2.3 | 2.1 | -8.6 | 3.6 | -2.5 | 6.1 | +7.1% |
| 2020 | 2.5 | -14.4 | -11.6 | 5.3 | 10.1 | -9.5 | 5.2 | -0.5 | -1.0 | 0.5 | 5.9 | -1.5 | −11.5% |
| 2019 | 6.4 | 3.1 | 4.3 | 2.8 | -2.1 | 5.6 | 0.9 | 1.4 | 0.2 | 1.1 | -0.9 | 0.8 | +25.9% |
| 2018 | -1.8 | -7.3 | 0.2 | -0.2 | 0.6 | 2.0 | 4.9 | 1.3 | -0.2 | -1.0 | 3.3 | -6.1 | −4.9% |
| 2017 | 6.9 | 1.9 | -3.2 | 7.1 | 4.8 | -5.6 | 3.5 | -0.2 | -10.7 | -2.1 | 0.5 | -0.8 | +0.7% |
| 2016 | 4.6 | 2.5 | 7.7 | -0.2 | 1.1 | 7.3 | -0.7 | -6.5 | 1.5 | -1.8 | -1.0 | 3.4 | +18.3% |
| 2015 | 0.6 | -5.2 | -3.4 | -0.9 | 2.7 | -6.9 | 3.1 | -4.7 | -0.3 | 5.6 | -5.0 | -5.9 | −19.2% |
| 2014 | 3.2 | 6.5 | 0.7 | 4.1 | 1.6 | 2.0 | -5.4 | 3.9 | -1.4 | 6.4 | 5.5 | 0.9 | +30.9% |
| 2013 | 6.5 | -0.2 | 4.6 | 5.2 | -9.2 | 0.3 | 1.7 | -6.9 | 4.4 | 3.4 | -3.9 | 0.8 | +5.3% |
| 2012 | 5.2 | -3.2 | -1.9 | 2.9 | -3.6 | 3.2 | 1.4 | -5.1 | 2.0 | 0.0 | -3.4 | -2.5 | −5.3% |
| 2011 | -2.3 | 1.1 | 4.0 | 3.4 | 8.1 | -2.5 | -4.2 | 3.3 | -1.6 | 2.7 | 2.6 | 1.2 | +16.4% |
| 2010 | -6.7 | 11.4 | 3.9 | -2.7 | -7.0 | 1.7 | 10.6 | 2.8 | 1.5 | 4.3 | -0.5 | 1.3 | +20.4% |
| 2009 | 11.6 | -24.2 | 8.8 | 15.0 | -4.5 | 11.9 | 12.0 | -1.3 | 7.2 | -2.5 | 10.8 | 9.4 | +58.5% |
| 2008 | -5.3 | -8.6 | -1.8 | 5.9 | 3.9 | -4.7 | -7.1 | -2.1 | -17.8 | -16.9 | -14.2 | -2.4 | −53.6% |
| 2007 | -1.6 | 3.8 | 1.3 | 3.7 | 1.7 | -4.5 | -3.5 | 0.4 | 3.8 | 3.8 | -3.5 | -0.5 | +4.5% |
No analyst coverage for this instrument.
Reaves Utility Income Fund is a closed ended balanced mutual fund launched and managed by W. H. Reaves & Company, Inc. The fund invests in public equity and fixed income markets of the United States. It seeks to invest in securities of companies operating in the Utilities sector. The fund primarily invests in dividend paying stocks and debt instruments of companies operating across all market capitalizations. It employs a combination of quantitative and fundamental analysis with bottom-up stock picking approach to create its portfolio. Reaves Utility Income Fund was formed on September 15, 2003 and is domiciled in the United States.