REAVES UTILITY INCOME FUND(UTG)— Stock Profile, AI Score & Financials

NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings.

REAVES UTILITY INCOME FUND (UTG) stock profile, AI quality score, and SEC EDGAR financial data. UTG is not currently included in 13F Pro's AI-ranked quality universe — this company has no xbrl financial filings on file with sec edgar. common for adrs, recent ipos, otc-listed names, and foreign filers that haven't filed 20-f yet. Top institutional holders of UTG by reported 13-F value include BANK OF AMERICA, MORGAN STANLEY, LPL Financial, based on the most recent SEC filings. UTG trades on the NYSE exchange and files with the SEC under CIK 1263994. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UTG daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for REAVES UTILITY INCOME FUND directly from SEC EDGAR.

Institutions holding UTG

Institutional investors reporting a position in REAVES UTILITY INCOME FUND on SEC Form 13F.
InstitutionSharesValueReported
BANK OF AMERICA1,307,405$53.2M2026-06-30
MORGAN STANLEY1,205,092$49.1M2026-06-30
LPL Financial877,625$35.7M2026-06-30
WELLS FARGO & COMPANY694,103$28.3M2026-06-30
RAYMOND JAMES FINANCIAL548,908$22.4M2026-06-30
ROYAL BANK OF CANADA532,580$21.7M2026-06-30
COMMONWEALTH EQUITY SERVICES437,513$17.8M2026-06-30
CAPTRUST FINANCIAL ADVISORS380,508$15.5M2026-06-30
AMERIPRISE FINANCIAL325,955$13.3M2026-06-30
J.W. COLE ADVISORS323,107$13.2M2026-06-30
UTG

REAVES UTILITY INCOME FUND

UTG
NYSEMid CapOther

13F Pro Quality Score

Not in ranked universe

No SEC XBRL data

This company has no XBRL financial filings on file with SEC EDGAR. Common for ADRs, recent IPOs, OTC-listed names, and foreign filers that haven't filed 20-F yet.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

Price Chart

Email me the moment this company reports earnings
AI Research Report
Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.
Upgrade to Pro
Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.
Reading the latest SEC filing… (first load can take ~20s)

Financial metrics will appear once SEC EDGAR data is ingested for this company.

Top Institutional Holders

as of Q2 2026
$558.26M total
Loading ratio trend…