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
Q2 		$662K Buy
100,389
+22,995
+30% +$143K ﹤0.01% 3890
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

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

Envestnet Asset Management's GUT Position: Q2 2026 in Review

Envestnet Asset Management increased its Gabelli Utility Trust (GUT) stake by 30% in Q2 2026, buying an estimated $143K and bringing the position to 100,389 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #3890.

Envestnet Asset Management first reported a position in GUT in Q2 2019 and has held it in 15 quarters since. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Envestnet Asset Management held 100,389 shares of Gabelli Utility Trust worth $662K as of Q2 2026.
  • Envestnet Asset Management bought 22,995 Gabelli Utility Trust shares in Q2 2026, an estimated $143K.
  • Gabelli Utility Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3890 holding.
  • Envestnet Asset Management first reported a position in Gabelli Utility Trust in Q2 2019 and has held it in 15 quarters since.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.