AFG
GUT

Atomi Financial Group’s Gabelli Utility Trust GUT Stock Holding History

Atomi Financial Group’s Portfolio GUT Stock Details GUT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$189K Buy
31,298
+3,318
+12% +$20.1K 0.01% 1162
2025
Q4 		$169K Buy
+27,980
New +$168K ﹤0.01% 1159

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Atomi Financial Group's GUT Position: Q1 2026 in Review

Atomi Financial Group increased its Gabelli Utility Trust (GUT) stake by 12% in Q1 2026, buying an estimated $20.1K and bringing the position to 31,298 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #1162.

Atomi Financial Group first reported a position in GUT in Q4 2025 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • Atomi Financial Group held 31,298 shares of Gabelli Utility Trust worth $189K as of Q1 2026.
  • Atomi Financial Group bought 3,318 Gabelli Utility Trust shares in Q1 2026, an estimated $20.1K.
  • Gabelli Utility Trust made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1162 holding.
  • Atomi Financial Group first reported a position in Gabelli Utility Trust in Q4 2025 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.