KAS
GUT

Kestra Advisory Services’s Gabelli Utility Trust GUT Stock Holding History

Kestra Advisory Services’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 		$424K Sell
70,007
-6,637
-9% -$40.2K ﹤0.01% 2353
2025
Q4 		$462K Buy
76,644
+6,472
+9% +$38.9K ﹤0.01% 2214
2025
Q3 		$426K Buy
70,172
+19,806
+39% +$119K ﹤0.01% 2170
2025
Q2 		$292K Buy
50,366
+13,123
+35% +$71K ﹤0.01% 2370
2025
Q1 		$199K Sell
37,243
-633
-2% -$3.4K ﹤0.01% 2478
2024
Q4 		$191K Sell
37,876
-1,078
-3% -$5.59K ﹤0.01% 2498
2024
Q3 		$203K Buy
38,954
+14,110
+57% +$81.5K ﹤0.01% 2368
2024
Q2 		$143K Sell
24,844
-892
-3% -$5.06K ﹤0.01% 2476
2024
Q1 		$139K Buy
25,736
+1,075
+4% +$5.68K ﹤0.01% 2338
2023
Q4 		$130K Buy
24,661
+13,787
+127% +$77.5K ﹤0.01% 2173
2023
Q3 		$56.2K Sell
10,874
-1,393
-11% -$9.21K ﹤0.01% 2049
2023
Q2 		$81.1K Buy
12,267
+1,253
+11% +$8.46K ﹤0.01% 2019
2023
Q1 		$76.8K Sell
11,014
-453
-4% -$3.21K ﹤0.01% 1975
2022
Q4 		$83.9K Sell
11,467
-2,160
-16% -$14.8K ﹤0.01% 2155
2022
Q3 		$92K Sell
13,627
-27
-0.2% -$199 ﹤0.01% 1989
2022
Q2 		$90K Sell
13,654
-33,187
-71% -$228K ﹤0.01% 1999
2022
Q1 		$326K Buy
46,841
+25,499
+119% +$197K ﹤0.01% 1542
2021
Q4 		$171K Buy
21,342
+3,815
+22% +$30K ﹤0.01% 1898
2021
Q3 		$134K Buy
17,527
+49
+0.3% +$384 ﹤0.01% 2029
2021
Q2 		$136K Buy
17,478
+4,571
+35% +$32.9K ﹤0.01% 1926
2021
Q1 		$87K Sell
12,907
-3,328
-20% -$25.2K ﹤0.01% 1810
2020
Q4 		$128K Buy
16,235
+562
+4% +$4.24K ﹤0.01% 1766
2020
Q3 		$115K Buy
+15,673
New +$117K ﹤0.01% 1358

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

Kestra Advisory Services's GUT Position: Q1 2026 in Review

Kestra Advisory Services reduced its Gabelli Utility Trust (GUT) stake by 8.7% in Q1 2026, selling an estimated $40.2K and leaving 70,007 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

Kestra Advisory Services first reported a position in GUT in Q3 2020 and has held it in 23 quarters since. The position peaked at $462K in Q4 2025. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • Kestra Advisory Services held 70,007 shares of Gabelli Utility Trust worth $424K as of Q1 2026.
  • Kestra Advisory Services sold 6,637 Gabelli Utility Trust shares in Q1 2026, an estimated $40.2K.
  • Gabelli Utility Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2353 holding.
  • Kestra Advisory Services first reported a position in Gabelli Utility Trust in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Gabelli Utility Trust position peaked at $462K in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.