Kercheville Advisors, LLC UTG — REAVES UTIL INCOME FD

Ownership history in Kercheville Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Kercheville Advisors, LLC reported REAVES UTIL INCOME FD (UTG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.6% in 2026 Q1. The latest visible filing shows UTG at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UTG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kercheville Advisors, LLC's position in REAVES UTIL INCOME FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

UTG was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UTG stock page Kercheville Advisors, LLC fund profile Kercheville Advisors, LLC full holdings
How Kercheville Advisors, LLC held UTG — position size vs. price
% of Fund (quarterly)    UTG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 47,645 -345 -0.7% 0.60% $1.9M 2026-04-20 $42.03
2025 Q4 ADDED — — — 47,990 +5,011 +11.7% 0.48% $1.8M 2026-01-29 $37.56
2025 Q3 ADDED — — — 42,979 +8,209 +23.6% 0.51% $1.7M 2025-10-22 $36.18
2025 Q2 REDUCED — — — 34,770 -767 -2.2% 0.43% $1.3M 2025-07-22 $35.41
2025 Q1 ADDED — — — 35,537 +6,384 +21.9% 0.47% $1.2M 2025-04-17 $29.66
2024 Q4 INITIATED — — — 29,153 — — 0.36% $924K 2025-01-27 $30.89

🏢 Other funds also holding UTG

As of 2026 Q1 — sorted by position size

OAK FAMILY ADVISORS, LLC 3Y 2.55% JBR Co Financial Management Inc 2.18% Aegis Wealth Management, Inc. 1.3% WEALTH EFFECTS LLC 3Y 1.15% PMG Family Office LLC 1.13% Magnus Financial Group LLC 3Y 7Y 0.73% LongView Wealth Management 0.71% Future Financial Wealth Managment LLC 3Y 0.65% Merrion Investment Management Co, LLC 3Y 0.58% Samalin Investment Counsel, LLC 3Y 0.5%

FAQ About Kercheville Advisors, LLC and UTG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kercheville Advisors, LLC reported owning UTG?

Kercheville Advisors, LLC reported UTG across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported UTG position in Kercheville Advisors, LLC's portfolio?

The largest reported portfolio weight for UTG was 0.60% in 2026 Q1.

What is the latest reported UTG position on this page?

The most recent filing on this page is 2026 Q1, when Kercheville Advisors, LLC reported 47,645 shares, equal to 0.60% of portfolio, with an estimated market value of $1.9M.

What does the chart on this UTG ownership page compare?

The chart compares Kercheville Advisors, LLC's quarterly UTG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kercheville Advisors, LLC time their UTG position?

Based on 13F filing dates vs. subsequent UTG price moves, Kercheville Advisors, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on UTG relative to SPY over the holding period was +10.8%.

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