Envestnet Asset Management
GUT

Envestnet Asset Management’s Gabelli Utility Trust GUT Stock Holding History

Envestnet Asset Management’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 		$468K Buy
77,394
+19,506
+34% +$118K ﹤0.01% 3979
2025
Q4 		$349K Sell
57,888
-5,900
-9% -$35.5K ﹤0.01% 3930
2025
Q3 		$387K Buy
63,788
+22,523
+55% +$136K ﹤0.01% 3920
2025
Q2 		$239K Sell
41,265
-2,631
-6% -$14.2K ﹤0.01% 4148
2025
Q1 		$234K Buy
43,896
+2,573
+6% +$13.8K ﹤0.01% 4059
2024
Q4 		$208K Buy
41,323
+11,826
+40% +$61.3K ﹤0.01% 4080
2024
Q3 		$153K Buy
+29,497
New +$170K ﹤0.01% 4062
2024
Q2 		– Sell
-12,824
Closed -$69.4K – 4221
2024
Q1 		$69.4K Buy
+12,824
New +$67.7K ﹤0.01% 4088
2023
Q3 		– Sell
-11,622
Closed -$76.8K – 4077
2023
Q2 		$76.8K Sell
11,622
-25,462
-69% -$172K ﹤0.01% 3851
2023
Q1 		$258K Buy
37,084
+14,803
+66% +$105K ﹤0.01% 3523
2022
Q4 		$163K Buy
+22,281
New +$153K ﹤0.01% 3718
2020
Q1 		– Sell
-20,016
Closed -$152K – 3036
2019
Q4 		$152K Buy
20,016
+35
+0.2% +$260 ﹤0.01% 2958
2019
Q3 		$145K Buy
19,981
+37
+0.2% +$259 ﹤0.01% 2917
2019
Q2 		$136K Buy
+19,944
New +$135K ﹤0.01% 2930

Other funds holding GUT

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

Envestnet Asset Management's GUT Position: Q1 2026 in Review

Envestnet Asset Management increased its Gabelli Utility Trust (GUT) stake by 34% in Q1 2026, buying an estimated $118K and bringing the position to 77,394 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #3979.

Envestnet Asset Management first reported a position in GUT in Q2 2019 and has held it in 14 quarters since. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • Envestnet Asset Management held 77,394 shares of Gabelli Utility Trust worth $468K as of Q1 2026.
  • Envestnet Asset Management bought 19,506 Gabelli Utility Trust shares in Q1 2026, an estimated $118K.
  • Gabelli Utility Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3979 holding.
  • Envestnet Asset Management first reported a position in Gabelli Utility Trust in Q2 2019 and has held it in 14 quarters since.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.