UTG — REAVES UTILITY INCOME FUND
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Measured signals that fired on UTG
| date | signal | measured base rate |
|---|---|---|
| 2026-08-19 | Fair value gap, bearish structure | -0.45% over 21 days · t = -3.29 · n = 108,591 statistically distinguishable from its control group |
| 2026-08-13 | Fair value gap, bullish structure | -0.67% over 21 days · t = -6.43 · n = 111,973 statistically distinguishable from its control group |
| 2026-08-03 | Bollinger bandwidth breaks out of its own compression structure | -0.63% over 21 days · t = -2.80 · n = 7,196 statistically distinguishable from its control group |
| 2026-07-29 | Bollinger bandwidth breaks out of its own compression structure | -0.63% over 21 days · t = -2.80 · n = 7,196 statistically distinguishable from its control group |
| 2026-07-28 | Fair value gap, bearish structure | -0.45% over 21 days · t = -3.29 · n = 108,591 statistically distinguishable from its control group |
| 2026-05-05 | Equal highs taken out structure | -0.70% over 21 days · t = -8.28 · n = 68,636 statistically distinguishable from its control group |
Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →
Insider transactions (Form 4)
| date | insider | what | shares | price | value |
|---|---|---|---|---|---|
| 2026-06-26 | Rhame Joseph Burns III | Open-market purchase | 500 | 41.20 | 20.6K |
| 2026-06-24 | Legg JoEllen Director | Open-market purchase | 580 | 42.62 | 24.7K |
| 2026-05-31 | Rhame Joseph Burns III | Other Acquisition/Disposition | 45 | 42.45 | 1.9K |
| 2026-05-31 | Rhame Joseph Burns III | Other Acquisition/Disposition | 21 | 42.45 | 875 |
| 2026-04-30 | Rhame Joseph Burns III | Other Acquisition/Disposition | 46 | 42.94 | 2.0K |
| 2026-04-30 | Rhame Joseph Burns III | Other Acquisition/Disposition | 21 | 42.94 | 895 |
| 2026-03-31 | Rhame Joseph Burns III | Other Acquisition/Disposition | 49 | 39.28 | 1.9K |
| 2026-03-31 | Rhame Joseph Burns III | Other Acquisition/Disposition | 22 | 39.28 | 869 |
| 2026-02-28 | Rhame Joseph Burns III | Other Acquisition/Disposition | 46 | 41.80 | 1.9K |
| 2026-02-28 | Rhame Joseph Burns III | Other Acquisition/Disposition | 21 | 41.80 | 870 |
Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →
Largest institutional holders
| manager | value | shares |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | 53.5M | 1.4M |
| MORGAN STANLEY | 44.7M | 1.1M |
| LPL Financial LLC | 32.2M | 819.4K |
| WELLS FARGO & COMPANY/MN | 27.8M | 707.6K |
| ROYAL BANK OF CANADA | 22.6M | 576.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | 16.7M | 424.4K |
| CAPTRUST FINANCIAL ADVISORS | 14.4M | 365.9K |
| RAYMOND JAMES FINANCIAL INC | 14.1M | 359.3K |
| AMERIPRISE FINANCIAL INC | 13.0M | 332.3K |
| STIFEL FINANCIAL CORP | 11.7M | 298.4K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Latest SEC filings
| form | filed | period | |
|---|---|---|---|
| N-PX | 2026-08-07 | 2026-06-30 | on EDGAR ↗ |
| 3 | 2026-07-07 | 2026-06-25 | on EDGAR ↗ |
| N-CSRS | 2026-07-02 | 2026-04-30 | on EDGAR ↗ |
| NPORT-P | 2026-06-26 | 2026-04-30 | on EDGAR ↗ |
| 4 | 2026-06-26 | 2025-11-30 | on EDGAR ↗ |
| 4 | 2026-06-25 | 2026-06-24 | on EDGAR ↗ |
| 40-17G | 2026-06-12 | — | on EDGAR ↗ |
| NPORT-P | 2026-03-31 | 2026-01-31 | on EDGAR ↗ |
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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