A detailed history of Beacon Capital Management, Inc. transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Beacon Capital Management, Inc. holds 34,500 shares of UTG stock, worth $1.32 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
34,500
Previous 34,500 -0.0%
Holding current value
$1.32 Million
Previous $1.25 Million 9.46%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Sep 04, 2025

BUY
$29.08 - $36.18 $305,340 - $379,890
10,500 Added 43.75%
34,500 $1.25 Million
Q1 2025

May 21, 2025

BUY
$31.08 - $34.42 $745,920 - $826,080
24,000 New
24,000 $780,000

Others Institutions Holding UTG

About REAVES UTILITY INCOME FUND


  • Ticker UTG
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • 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 ...
More about UTG
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