KA
UTG icon

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

Kercheville Advisors’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.87M Sell
47,645
-345
-0.7% -$13.5K 0.6% 38
2025
Q4 		$1.82M Buy
47,990
+5,011
+12% +$191K 0.48% 46
2025
Q3 		$1.7M Buy
42,979
+8,209
+24% +$310K 0.51% 37
2025
Q2 		$1.26M Sell
34,770
-767
-2% -$25.6K 0.43% 47
2025
Q1 		$1.16M Buy
35,537
+6,384
+22% +$210K 0.47% 42
2024
Q4 		$924K Buy
+29,153
New +$959K 0.36% 49

Other funds holding UTG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kercheville Advisors's UTG Position: Q1 2026 in Review

Kercheville Advisors reduced its Reaves Utility Income Fund (UTG) stake by 0.72% in Q1 2026, selling an estimated $13.5K and leaving 47,645 shares worth $1.87M. The position accounts for 0.6% of the portfolio, ranked #38.

Kercheville Advisors first reported a position in UTG in Q4 2024 and has held it in 6 quarters since. 240 funds tracked by Wall St. Rank hold UTG as of Q1 2026.

  • Kercheville Advisors held 47,645 shares of Reaves Utility Income Fund worth $1.87M as of Q1 2026.
  • Kercheville Advisors sold 345 Reaves Utility Income Fund shares in Q1 2026, an estimated $13.5K.
  • Reaves Utility Income Fund made up 0.6% of Kercheville Advisors's portfolio in Q1 2026, its #38 holding.
  • Kercheville Advisors first reported a position in Reaves Utility Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 240 funds tracked by Wall St. Rank held Reaves Utility Income Fund as of Q1 2026.

Based on Kercheville Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.