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
Q2 		$483K Buy
73,314
+3,307
+5% +$20.6K ﹤0.01% 2378
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

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

Kestra Advisory Services's GUT Position: Q2 2026 in Review

Kestra Advisory Services increased its Gabelli Utility Trust (GUT) stake by 4.7% in Q2 2026, buying an estimated $20.6K and bringing the position to 73,314 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

Kestra Advisory Services first reported a position in GUT in Q3 2020 and has held it in 24 quarters since. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Kestra Advisory Services held 73,314 shares of Gabelli Utility Trust worth $483K as of Q2 2026.
  • Kestra Advisory Services bought 3,307 Gabelli Utility Trust shares in Q2 2026, an estimated $20.6K.
  • Gabelli Utility Trust made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2378 holding.
  • Kestra Advisory Services first reported a position in Gabelli Utility Trust in Q3 2020 and has held it in 24 quarters since.
  • 98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.