EAM
GUT

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

Everstar 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
2025
Q4 		– Sell
-10,050
Closed -$61K – 193
2025
Q3 		$61K Hold
10,050
– – 0.03% 189
2025
Q2 		$58.3K Hold
10,050
– – 0.04% 192
2025
Q1 		$53.7K Sell
10,050
-5,000
-33% -$26.9K 0.04% 183
2024
Q4 		$75.7K Sell
15,050
-3,100
-17% -$16.1K 0.05% 180
2024
Q3 		$94.4K Buy
+18,150
New +$105K 0.06% 191

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
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

Everstar Asset Management's GUT Position: Q4 2025 in Review

Everstar Asset Management sold out of Gabelli Utility Trust (GUT) in Q4 2025, closing a stake of 10,050 shares — an estimated $61K sold.

Everstar Asset Management first reported a position in GUT in Q3 2024 and held it in 5 quarters. The position peaked at $94.4K in Q3 2024. 101 funds tracked by Wall St. Rank hold GUT as of Q4 2025.

  • Everstar Asset Management reported no remaining Gabelli Utility Trust position as of Q4 2025 after selling out during the quarter.
  • Everstar Asset Management sold 10,050 Gabelli Utility Trust shares in Q4 2025, an estimated $61K.
  • Everstar Asset Management first reported a position in Gabelli Utility Trust in Q3 2024 and held it in 5 quarters.
  • Everstar Asset Management's Gabelli Utility Trust position peaked at $94.4K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q4 2025.

Based on Everstar Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.