A detailed history of Roble, Belko & Company, Inc transactions in Reaves Utility Income Fund stock. As of the latest transaction made, Roble, Belko & Company, Inc holds 122 shares of UTG stock, worth $4,504. This represents 0.0% of its overall portfolio holdings.

Number of Shares
122
Previous 93 31.18%
Holding current value
$4,504
Previous $4,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

BUY
$36.92 - $41.42 $1,070 - $1,201
29 Added 31.18%
122 $4,000
Q3 2025

Oct 24, 2025

BUY
$35.81 - $39.62 $752 - $832
21 Added 29.17%
93 $4,000
Q2 2025

Aug 04, 2025

BUY
$29.08 - $36.18 $29 - $36
1 Added 1.41%
72 $3,000
Q1 2025

May 08, 2025

BUY
$31.08 - $34.42 $31 - $34
1 Added 1.43%
71 $2,000
Q4 2024

Jan 14, 2025

BUY
$30.81 - $34.99 $1,632 - $1,854
53 Added 311.76%
70 $2,000
Q3 2024

Oct 15, 2024

BUY
$27.16 - $32.8 $461 - $557
17 New
17 $1,000

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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