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

PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFG
Leverty Financial Group Hudson, Wisconsin $514M AUM 17.61% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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. 14 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.
  • 14 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.