Welcome to our dedicated page for Reaves Utility Income SEC filings (Ticker: UTG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Reaves Utility Income Fund (UTG) is a closed-end management investment company that publicly describes its objective as providing a high level of income and total return consisting primarily of tax-advantaged distributions and capital appreciation. While specific SEC filings are not listed here, the fund’s regulatory reports on EDGAR typically include documents that explain its investment policies, distribution practices, and financial condition in greater detail.
For a fund such as UTG, key SEC filings generally include annual reports on Form N-CSR and other registered investment company filings that describe portfolio holdings, risk factors, and the operation of its closed-end structure. These filings also elaborate on how the fund applies its policy of investing not less than eighty percent of assets in securities of domestic and foreign companies involved in electricity, gas, and water generation or distribution, telecommunications activities, and infrastructure operations such as airports, toll roads, and municipal services.
The fund’s public communications reference its implementation of a Rule 19b-1 exemption from the Securities and Exchange Commission, under which distributions may include net investment income, short-term capital gain, long-term capital gain, and return of capital. Regulatory filings provide the formal framework and disclosures that support this distribution policy, including the final tax character of distributions after year end.
On Stock Titan’s UTG filings page, investors can access real-time updates as new SEC documents are posted to EDGAR and use AI-powered summaries to interpret lengthy reports. These tools can help clarify how Reaves Utility Income Fund reports its investment objective, portfolio composition in the utility and infrastructure sectors, distribution practices, and other regulatory disclosures relevant to understanding the fund.
Reaves Utility Income Fund is holding its Annual Meeting on April 2, 2026 via conference call to elect two trustees, Mary K. Anstine and Michael F. Holland, to three-year terms ending at the 2029 meeting. Shareholders of record at the close of business on January 30, 2026, when 91,428,149.5770 common shares were outstanding, are entitled to vote. The Board, composed entirely of independent trustees, operates through Audit and Nominating and Corporate Governance Committees, both fully independent. The proxy statement also details trustee share ownership, compensation, and fees paid to independent auditors Cohen & Company, Ltd. and Deloitte & Touche LLP.
Reaves Utility Income Fund reported strong results for the year ended October 31, 2025. Net assets rose to $3.523 billion, with net asset value increasing from $32.60 to $38.85 per common share while paying $2.32 per share in distributions. The Fund’s NAV return was 27.30% and market return 25.54%, notably ahead of the 14.72% return of the S&P 500 Utilities Index and 10.86% for the Dow Jones Utility Average.
Monthly distributions were $0.19 per share through June 2025 and increased to $0.20 starting July, the 13th raise since inception, with over $1.7 billion distributed since 2004, primarily from dividend income and realized gains and no return of capital. Leverage increased to $875 million, or 24.8% of net assets, supported by a larger credit facility, and the Fund issued 2,809,544 new common shares via an at-the-market program. The portfolio benefited from utilities and energy infrastructure tied to growing electricity demand from artificial intelligence and data centers, and the financial statements received an unqualified audit opinion.
Reaves Utility Income Fund (UTG) reported an insider transaction on Form 4. On 10/30/2025, a person identified as an officer of the investment advisor acquired fund shares via cash reinvestment (Transaction Code J). The filing lists two acquisitions: 34.786 shares at $38.22 and 22.142 shares at $38.22, recorded as direct ownership. Following these transactions, beneficial ownership was reported as 13,684.108 shares.
Reaves Utility Income Fund (UTG) reported a Form 4/A for an officer of the investment advisor, detailing routine dividend reinvestments and one open‑market purchase. Multiple small acquisitions were recorded under code J, explained as “cash reinvestment,” across monthly dates. On 10/23/2025, the insider purchased 2,700 shares at $37.80 (code P). Following these transactions, the insider directly beneficially owns 13,627.18 shares.
Reaves Utility Income Fund (UTG) reported insider activity by an officer of its investment advisor. On 10/23/2025, the reporting person purchased 2,700 shares at $37.80 (Transaction Code P), bringing beneficial ownership to 13,559.264 shares, held directly.
The filing also lists recurring small acquisitions labeled Code J from 12/02/2024 through 09/30/2025, noted as “Reaves Utility Income Fund cash reinvestment,” reflecting ongoing dividend reinvestment transactions at prices shown on each date.