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
Q2 		$202K Sell
30,695
-603
-2% -$3.76K 0.01% 1209
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Atomi Financial Group's GUT Position: Q2 2026 in Review

Atomi Financial Group reduced its Gabelli Utility Trust (GUT) stake by 1.9% in Q2 2026, selling an estimated $3.76K and leaving 30,695 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #1209.

Atomi Financial Group first reported a position in GUT in Q4 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Atomi Financial Group held 30,695 shares of Gabelli Utility Trust worth $202K as of Q2 2026.
  • Atomi Financial Group sold 603 Gabelli Utility Trust shares in Q2 2026, an estimated $3.76K.
  • Gabelli Utility Trust made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1209 holding.
  • Atomi Financial Group first reported a position in Gabelli Utility Trust in Q4 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.