EWS
GUT

Eagle Wealth Strategies’s Gabelli Utility Trust GUT Stock Holding History

Eagle Wealth Strategies’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 		$120K Hold
18,138
– – 0.05% 115
2026
Q1 		$110K Hold
18,138
– – 0.05% 109
2025
Q4 		$109K Hold
18,138
– – 0.05% 111
2025
Q3 		$110K Hold
18,138
– – 0.05% 104
2025
Q2 		$105K Hold
18,138
– – 0.06% 102
2025
Q1 		$96.9K Hold
18,138
– – 0.06% 95
2024
Q4 		$91.2K Hold
18,138
– – 0.07% 103
2024
Q3 		$94.3K Sell
18,138
-472
-3% -$2.73K 0.07% 107
2024
Q2 		$107K Hold
18,610
– – 0.09% 86
2024
Q1 		$100K Hold
18,610
– – 0.08% 92
2023
Q4 		$98.3K Buy
+18,610
New +$105K 0.06% 96

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

Eagle Wealth Strategies's GUT Position: Q2 2026 in Review

Eagle Wealth Strategies held its Gabelli Utility Trust (GUT) position steady in Q2 2026 at 18,138 shares worth $120K. The position accounts for 0.05% of the portfolio, ranked #115.

Eagle Wealth Strategies first reported a position in GUT in Q4 2023 and has held it in 11 quarters since. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Eagle Wealth Strategies held 18,138 shares of Gabelli Utility Trust worth $120K as of Q2 2026.
  • Eagle Wealth Strategies left its Gabelli Utility Trust share count unchanged in Q2 2026.
  • Gabelli Utility Trust made up 0.05% of Eagle Wealth Strategies's portfolio in Q2 2026, its #115 holding.
  • Eagle Wealth Strategies first reported a position in Gabelli Utility Trust in Q4 2023 and has held it in 11 quarters since.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.