Kercheville Advisors’s Reaves Utility Income Fund UTG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Sell
34,770
-767
-2% -$27.8K 0.43% 47
2025
Q1
$1.16M Buy
35,537
+6,384
+22% +$208K 0.47% 42
2024
Q4
$924K Buy
+29,153
New +$924K 0.36% 49