Cascade Investment Group’s Gabelli Utility Trust GUT Stock Holding History

Cascade Investment 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	$117K	Hold	17,762	–	–	0.07%	154
2026 Q1	$107K	Sell	17,762 -126	-0.7%	-$762	0.07%	145
2025 Q4	$108K	Hold	17,888	–	–	0.07%	142
2025 Q3	$109K	Hold	17,888	–	–	0.07%	145
2025 Q2	$104K	Hold	17,888	–	–	0.07%	141
2025 Q1	$95.5K	Hold	17,888	–	–	0.07%	130
2024 Q4	$90K	Buy	17,888 +801	+5%	+$4.15K	0.06%	135
2024 Q3	$88.9K	Sell	17,087 -1,090	-6%	-$6.3K	0.07%	129
2024 Q2	$105K	Hold	18,177	–	–	0.08%	128
2024 Q1	$98.3K	Hold	18,177	–	–	0.07%	142
2023 Q4	$96K	Hold	18,177	–	–	0.08%	134
2023 Q3	$93.9K	Hold	18,177	–	–	0.09%	121
2023 Q2	$120K	Hold	18,177	–	–	0.11%	122
2023 Q1	$127K	Hold	18,177	–	–	0.12%	120
2022 Q4	$133K	Buy	+18,177	New	+$125K	0.14%	118

Other funds holding GUT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cascade Investment Group's GUT Position: Q2 2026 in Review

Cascade Investment Group held its Gabelli Utility Trust (GUT) position steady in Q2 2026 at 17,762 shares worth $117K. The position accounts for 0.07% of the portfolio, ranked #154.

Cascade Investment Group first reported a position in GUT in Q4 2022 and has held it in 15 quarters since. The position peaked at $133K in Q4 2022. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

Cascade Investment Group held 17,762 shares of Gabelli Utility Trust worth $117K as of Q2 2026.
Cascade Investment Group left its Gabelli Utility Trust share count unchanged in Q2 2026.
Gabelli Utility Trust made up 0.07% of Cascade Investment Group's portfolio in Q2 2026, its #154 holding.
Cascade Investment Group first reported a position in Gabelli Utility Trust in Q4 2022 and has held it in 15 quarters since.
Cascade Investment Group's Gabelli Utility Trust position peaked at $133K in Q4 2022.
98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.