UTG · Reaves Utility Income Fund
Market Cap
$3.21B
Shares
92.11M
Volume · Oct 5
388.71K
Avg daily vol (3M)
308.08K
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$35.29
Open$35.32
Day$34.90–35.47
52W close$33.90–43.66
Avg vol 30d364K
Short int161K · 0.2% float · 1.0d
Short vol39%
DataJan 2020–Oct 2026
Metrics snapshot
Useful current figures from the complete screener profile.
Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
-11.7%
Trailing year
Short interest
0.2%
Latest settlement · 1.0 days to cover
Equibles Rating
blended score · not investment adviceOverall
Neutral
SellHoldBuy
Technical
Sell
Momentum
Very Weak
Sentiment
Neutral
Fundamentals
Limited
Quant / Vol
Very Low
Market backdrop
VIX 15.5 · calm
Equity put/call 0.59
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
−11%
below
Price vs 50-day avg
−6%
below
RSI (14)
40
neutral
MACD trend
Positive
52-week position
14%
near low
Momentum
relative strength
1-month return
−8%
trailing
6-month return
−16%
trailing
YTD return
−4%
this year
Relative strength
−27%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $38 › 200d $40 — 200d above 50d
Institutional flow
Accumulating
2 of 267 funds reported for Sep 30 · net +133 sh shares · +1 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
0.17% of float · ▲ +107.0% MoM · 1.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
267 holders — near 3-yr high, broad support
Squeeze score
44
elevated · 0–100
Fundamentals
Not enough data for a confident read.
Quant / Vol
risk profile
Volatility
20%
annualized · 1-yr
Max drawdown
−22%
past year
ATR
1.9%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Sell
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
−11%
Bearish
Price vs 50-day avg
−6%
Bearish
RSI (14)
40
Neutral
MACD trend
Positive
Bullish
52-week position
14%
Bearish
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $38 › 200d $40 — 200d above 50d
Institutional flow
Accumulating
2 of 267 funds reported for Sep 30 · net +133 sh shares · +1 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
0.17% of float · ▲ +107.0% MoM · 1.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
267 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $34
Now $35 · 14%
Range high $44
vs 200-day avg -11%
vs 50-day avg -6%
Illustrative technical + ownership context — a signal mix, not investment advice.
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
UTG
this stock
Reaves Utility Income Fund
|
$3.21B | -3.5% | — | — | 0.2% |
|
BLK
BlackRock, Inc.
|
$347.03B | -0.4% | +16.2% | 25.6 | 0.6% |
|
KKR
KKR & Co. Inc.
|
$86.77B | -29.4% | -11.0% | — | 1.5% |
|
BX
Blackstone Inc.
|
$85.57B | -27.6% | +9.2% | 25.6 | 2.6% |
|
BN
BROOKFIELD Corp /ON/
|
$81.46B | -19.7% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| UTG | +4.1% | -7.9% | -15.7% | +2.7% | -3.5% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | +2.9% | -8.5% | -27.2% | +1.1% | -17.2% |