CAPTRUST Financial Advisors
GUT

CAPTRUST Financial Advisors’s Gabelli Utility Trust GUT Stock Holding History

CAPTRUST Financial Advisors’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 		– Sell
-45,760
Closed -$276K – 3077
2025
Q4 		$276K Buy
45,760
+34,166
+295% +$206K ﹤0.01% 2311
2025
Q3 		$70.4K Sell
11,594
-66
-0.6% -$397 ﹤0.01% 2540
2025
Q2 		$67.6K Buy
11,660
+11
+0.1% +$60 ﹤0.01% 2403
2025
Q1 		$62.2K Buy
11,649
+11
+0.1% +$59 ﹤0.01% 2271
2024
Q4 		$58.5K Buy
11,638
+11
+0.1% +$57 ﹤0.01% 2224
2024
Q3 		$60.5K Sell
11,627
-372
-3% -$2.15K ﹤0.01% 2229
2024
Q2 		$69.2K Buy
11,999
+89
+0.7% +$505 ﹤0.01% 2132
2024
Q1 		$64.4K Sell
11,910
-17,585
-60% -$92.9K ﹤0.01% 2075
2023
Q4 		$156K Buy
29,495
+4,109
+16% +$23.1K ﹤0.01% 2453
2023
Q3 		$131K Sell
25,386
-4,513
-15% -$29.8K ﹤0.01% 2394
2023
Q2 		$198K Buy
29,899
+393
+1% +$2.65K ﹤0.01% 2266
2023
Q1 		$206K Sell
29,506
-11,945
-29% -$84.7K ﹤0.01% 2038
2022
Q4 		$303K Buy
41,451
+24,118
+139% +$166K ﹤0.01% 1646
2022
Q3 		$117K Buy
+17,333
New +$128K ﹤0.01% 1922

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

CAPTRUST Financial Advisors's GUT Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of Gabelli Utility Trust (GUT) in Q1 2026, closing a stake of 45,760 shares — an estimated $276K sold.

CAPTRUST Financial Advisors first reported a position in GUT in Q3 2022 and held it in 14 quarters. The position peaked at $303K in Q4 2022. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining Gabelli Utility Trust position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 45,760 Gabelli Utility Trust shares in Q1 2026, an estimated $276K.
  • CAPTRUST Financial Advisors first reported a position in Gabelli Utility Trust in Q3 2022 and held it in 14 quarters.
  • CAPTRUST Financial Advisors's Gabelli Utility Trust position peaked at $303K in Q4 2022.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.