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 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cascade Investment Group's GUT Position: Q1 2026 in Review

Cascade Investment Group reduced its Gabelli Utility Trust (GUT) stake by 0.7% in Q1 2026, selling an estimated $762 and leaving 17,762 shares worth $107K. The position accounts for 0.07% of the portfolio, ranked #145.

Cascade Investment Group first reported a position in GUT in Q4 2022 and has held it in 14 quarters since. The position peaked at $133K in Q4 2022. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

Cascade Investment Group held 17,762 shares of Gabelli Utility Trust worth $107K as of Q1 2026.
Cascade Investment Group sold 126 Gabelli Utility Trust shares in Q1 2026, an estimated $762.
Gabelli Utility Trust made up 0.07% of Cascade Investment Group's portfolio in Q1 2026, its #145 holding.
Cascade Investment Group first reported a position in Gabelli Utility Trust in Q4 2022 and has held it in 14 quarters since.
Cascade Investment Group's Gabelli Utility Trust position peaked at $133K in Q4 2022.
93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.