Commonwealth Equity Services
GUT

Commonwealth Equity Services’s Gabelli Utility Trust GUT Stock Holding History

Commonwealth Equity Services’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 		$7.74M Sell
1,278,764
-21,608
-2% -$131K 0.01% 1055
2025
Q4 		$7.84M Sell
1,300,372
-221,004
-15% -$1.33M 0.01% 1032
2025
Q3 		$9.23M Sell
1,521,376
-58,265
-4% -$351K 0.01% 958
2025
Q2 		$9.16M Buy
1,579,641
+22,862
+1% +$124K 0.01% 973
2025
Q1 		$8.31M Sell
1,556,779
-1,379
-0.1% -$7.41K 0.01% 966
2024
Q4 		$7.84M Buy
1,558,158
+230,767
+17% +$1.2M 0.01% 956
2024
Q3 		$6.9M Buy
1,327,391
+12,289
+0.9% +$71K 0.01% 1028
2024
Q2 		$7.59M Buy
1,315,102
+12,273
+0.9% +$69.7K 0.01% 946
2024
Q1 		$7.05M Buy
1,302,829
+42,344
+3% +$224K 0.01% 960
2023
Q4 		$6.66M Buy
1,260,485
+12,251
+1% +$68.8K 0.01% 939
2023
Q3 		$6.45M Sell
1,248,234
-11,159
-0.9% -$73.8K 0.01% 888
2023
Q2 		$8.32M Buy
1,259,393
+36,090
+3% +$244K 0.02% 769
2023
Q1 		$8.52K Buy
1,223,303
+28,904
+2% +$205K 0.02% 744
2022
Q4 		$8.74M Buy
1,194,399
+22,116
+2% +$152K 0.02% 684
2022
Q3 		$7.88M Buy
1,172,283
+35,773
+3% +$264K 0.02% 673
2022
Q2 		$7.53M Buy
1,136,510
+196,393
+21% +$1.35M 0.02% 705
2022
Q1 		$6.54M Buy
940,117
+45,734
+5% +$353K 0.02% 810
2021
Q4 		$7.18M Buy
894,383
+16,094
+2% +$127K 0.02% 745
2021
Q3 		$6.73M Buy
878,289
+80,151
+10% +$629K 0.02% 713
2021
Q2 		$6.19M Buy
798,138
+127,346
+19% +$918K 0.02% 747
2021
Q1 		$4.52M Buy
670,792
+30,830
+5% +$234K 0.01% 834
2020
Q4 		$5.06M Buy
639,962
+20,897
+3% +$158K 0.02% 719
2020
Q3 		$4.56M Buy
619,065
+28,437
+5% +$212K 0.02% 684
2020
Q2 		$4.14M Sell
590,628
-2,179
-0.4% -$14.6K 0.02% 671
2020
Q1 		$3.38M Buy
592,807
+106,022
+22% +$763K 0.02% 673
2019
Q4 		$3.69M Buy
486,785
+162,988
+50% +$1.21M 0.01% 730
2019
Q3 		$2.34M Buy
323,797
+171,241
+112% +$1.2M 0.01% 900
2019
Q2 		$1.04M Buy
152,556
+70,716
+86% +$478K ﹤0.01% 1320
2019
Q1 		$554K Buy
81,840
+7,729
+10% +$49.4K ﹤0.01% 1682
2018
Q4 		$429K Buy
74,111
+2,171
+3% +$12.8K ﹤0.01% 1749
2018
Q3 		$408K Buy
71,940
+854
+1% +$4.88K ﹤0.01% 1929
2018
Q2 		$408K Sell
71,086
-1,760
-2% -$10.1K ﹤0.01% 1893
2018
Q1 		$442K Sell
72,846
-858
-1% -$5.79K ﹤0.01% 1793
2017
Q4 		$510K Buy
73,704
+7,750
+12% +$53.4K ﹤0.01% 1682
2017
Q3 		$453K Buy
65,954
+4,326
+7% +$29.6K ﹤0.01% 1676
2017
Q2 		$419K Sell
61,628
-1,543
-2% -$10.3K ﹤0.01% 1687
2017
Q1 		$415K Buy
63,171
+1,800
+3% +$11.5K ﹤0.01% 1629
2016
Q4 		$377K Buy
61,371
+3,927
+7% +$24.4K ﹤0.01% 1603
2016
Q3 		$381K Sell
57,444
-195
-0.3% -$1.28K ﹤0.01% 1547
2016
Q2 		$385K Sell
57,639
-143
-0.2% -$891 ﹤0.01% 1514
2016
Q1 		$348K Sell
57,782
-7,757
-12% -$44.9K ﹤0.01% 1530
2015
Q4 		$364K Buy
65,539
+13,064
+25% +$74.6K ﹤0.01% 1474
2015
Q3 		$285K Sell
52,475
-15,960
-23% -$93.8K ﹤0.01% 1585
2015
Q2 		$402K Buy
68,435
+11,663
+21% +$79.7K ﹤0.01% 1467
2015
Q1 		$394K Buy
56,772
+3,551
+7% +$25K ﹤0.01% 1462
2014
Q4 		$380K Buy
53,221
+11,304
+27% +$79.4K ﹤0.01% 1429
2014
Q3 		$292K Sell
41,917
-506
-1% -$3.54K ﹤0.01% 1566
2014
Q2 		$303K Sell
42,423
-506
-1% -$3.46K ﹤0.01% 1540
2014
Q1 		$284K Sell
42,929
-831
-2% -$5.33K ﹤0.01% 1516
2013
Q4 		$273K Sell
43,760
-5,183
-11% -$32.4K ﹤0.01% 1494
2013
Q3 		$303K Sell
48,943
-2,699
-5% -$17.1K ﹤0.01% 1365
2013
Q2 		$326K Buy
+51,642
New +$341K 0.01% 1252

Other funds holding GUT

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services's GUT Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Gabelli Utility Trust (GUT) stake by 1.7% in Q1 2026, selling an estimated $131K and leaving 1,278,764 shares worth $7.74M. The position accounts for 0.01% of the portfolio, ranked #1055.

Commonwealth Equity Services first reported a position in GUT in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.23M in Q3 2025. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • Commonwealth Equity Services held 1,278,764 shares of Gabelli Utility Trust worth $7.74M as of Q1 2026.
  • Commonwealth Equity Services sold 21,608 Gabelli Utility Trust shares in Q1 2026, an estimated $131K.
  • Gabelli Utility Trust made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1055 holding.
  • Commonwealth Equity Services first reported a position in Gabelli Utility Trust in Q2 2013 and has held it in 52 quarters since.
  • Commonwealth Equity Services's Gabelli Utility Trust position peaked at $9.23M in Q3 2025.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.