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 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]
88% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 43
65% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 17
2% more funds holding
Funds holding: 196 [Q3] → 199 (+3) [Q4]
3% more capital invested
Capital invested by funds: $311M [Q3] → $321M (+$9.99M) [Q4]
0.82% more ownership
Funds ownership: 11.98% [Q3] → 12.79% (+0.82%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for UTG.
Financial journalist opinion
Based on 9 articles about UTG published over the past 30 days
Positive
Seeking Alpha
1 day ago
Retire With A Stress-Free 9%-Yielding Monthly Paying Dividend Portfolio
One simple portfolio pays a 0.75% yield every single month—on autopilot. Why most high-yield strategies fail and this one can thrive. Inflation protection, broad diversification, and real assets.
Negative
Seeking Alpha
3 days ago
Leading Investor Criticizes 60/40 Portfolio: Why Our Approach Is Better
The traditional 60-40 strategy has failed to deliver meaningful returns during recent market cycles. We discuss why the 60-40 strategy may be structurally broken going forward. We share an approach that we believe is far better for today's world.
Positive
Seeking Alpha
1 week ago
UTG: Big Steady Income, Healthy AI Price Pullback
The big monthly income payments (7.6% yield) offered by the Reaves Utility Income Fund are special. They offer lower “beta” volatility, steady big income (tax advantaged), exposure to the datacenter/AI megatrend, and trade at an attractive discount to NAV after the recent indiscriminate macro selloff (tariffs). We review the opportunity (strategy, holdings, distribution safety, valuation, megatrend exposure and risks), and then conclude with an important takeaway for investors.
Positive
Seeking Alpha
1 week ago
If I Could Only Buy 3 CEFs During This Crash
The market is crashing—but these 3 CEFs offer high yields, deep discounts, and recession resistance. Falling interest rates and rising uncertainty? These funds are built to thrive. Own the chaos: CEFs now on sale with up to 22% discounts.
Neutral
Accesswire
1 week ago
Reaves Utility Income Fund Announces Regular Monthly Distributions of $0.19 Per Share
DENVER, CO / ACCESS Newswire / April 7, 2025 / Reaves Utility Income Fund (NYSE American:UTG) announced today the next three, monthly, distributions at a rate of $0.19 per common share per month, unchanged from the per share rate paid for the previous quarter. As of April 2, 2025, the Fund's market price was $33.05 per share and its net asset value was $33.01 per share.
Neutral
Seeking Alpha
2 weeks ago
UTG Vs. UTF: Play Defense With UTF As Yield Curve Has Inverted
Since my last article on Cohen & Steers Infrastructure Fund, the U.S. yield curve has become inverted, signaling a potential market downturn. Together with other economic and political uncertainties ongoing domestically, it is time to play defensive with utility stocks especially those from overseas. UTF's international exposure and historical resilience make it a better hedge than Reaves Utility Income Trust.
Neutral
Accesswire
2 weeks ago
Reaves Utility Income Fund Section 19(a) Notice
Statement Pursuant to Section 19(a) of the Investment Company Act of 1940 DENVER, CO / ACCESS Newswire / March 31, 2025 / On March 31, 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 March 18, 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
3 weeks ago
UTG: Timely Value Play At An Attractive Yield Of 7%
Reaves Utility Income Trust is a high-quality and yield-oriented instrument that extracts cash flows mostly from the utility sector. Currently, it offers an attractive investment case for durable income investors to lock in a defensive 7% yield in combination with decent upside potential. Within the article, I discuss the key reasons in why I am bullish on UTG.
Neutral
Seeking Alpha
4 weeks ago
Should You Invest $100,000 In Today's Market?
The market is experiencing a correction, with a potential bear market looming, making gradual investment over 3-6 months advisable for long-term investors. Understanding personal risk tolerance is crucial before investing, as it dictates how one handles market downturns and portfolio drawdowns. The article presents three different investment strategies. We are going to discuss how strategically you can deploy your capital on a gradual basis.
Positive
Seeking Alpha
1 month ago
2 Must-Own Dividend Opportunities
Every income portfolio must have anchor investments that provide capital gains and steady income. We dig deeper into two wonderful choices for income over the long run. I find income all over the market and share ideas with you nearly daily.
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