JoEllen Legg is Director at REAVES UTILITY INCOME FUND (UTG). They have made 6 open-market trades across 1 company since 2024, most recently 2026-06-24.
CIK 0001422288
6 open-market purchases totalling $164K since 2024, never a sale. Across 6 scored buys the stock is down 1.5% at ninety days, and 3.3 points behind the S&P over the same stretch.
6 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| UTG | 4,095 | $144K |
Shares reported on the most recent Form 4, priced at the 2026-06-25 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 50% | 50% | 50% |
| Avg Move | +1.0% | -0.6% | -1.5% |
| Alpha | +0.8% | -0.5% | -3.3% |
| Scored | 6 | 6 | 6 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| UTG | BUY | 2026-06-24 | 2026-06-25 | $42.62 | $25K | -3.7% | -4.4% | -14.7% |
| UTG | BUY | 2024-12-16 | 2024-12-17 | $32.93 | $10K | -0.0% | +4.8% | +3.7% |
| UTG | BUY | 2024-11-15 | 2024-11-18 | $33.32 | $10K | +4.4% | -7.7% | +2.7% |
| UTG | BUY | 2024-10-15 | 2024-10-16 | $32.63 | $10K | +0.2% | +1.5% | -2.4% |
| UTG | BUY | 2024-09-17 | 2024-09-19 | $31.69 | $10K | +5.2% | +4.9% | -1.3% |
| UTG | BUY | 2024-03-25 | 2024-03-27 | $26.46 | $100K | -0.3% | -2.6% | +3.0% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.