A detailed history of Sunpointe, LLC transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Sunpointe, LLC holds 17,774 shares of UTG stock, worth $648,395. This represents 0.26% of its overall portfolio holdings.

Number of Shares
17,774
Previous 23,729 25.1%
Holding current value
$648,395
Previous $772 Million 16.72%
% of portfolio
0.26%
Previous 0.41%

Shares

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

Jul 09, 2025

SELL
$29.08 - $36.18 $173,171 - $215,451
-5,955 Reduced 25.1%
17,774 $643 Million
Q1 2025

May 07, 2025

BUY
$31.08 - $34.42 $99,611 - $110,316
3,205 Added 15.62%
23,729 $772 Million
Q4 2024

Feb 03, 2025

BUY
$30.81 - $34.99 $60,387 - $68,580
1,960 Added 10.56%
20,524 $654 Million
Q3 2024

Oct 16, 2024

SELL
$27.16 - $32.8 $144,138 - $174,069
-5,307 Reduced 22.23%
18,564 $609 Million
Q2 2024

Jul 19, 2024

BUY
$25.5 - $28.43 $608,710 - $678,652
23,871 New
23,871 $652 Million

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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