LFG
GUT

Leverty Financial Group’s Gabelli Utility Trust GUT Stock Holding History

Leverty Financial Group’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 		$206K Hold
31,267
– – 0.04% 45
2026
Q1 		$189K Hold
31,267
– – 0.04% 42
2025
Q4 		$189K Hold
31,267
– – 0.05% 45
2025
Q3 		$190K Hold
31,267
– – 0.05% 42
2025
Q2 		$181K Hold
31,267
– – 0.05% 42
2025
Q1 		$167K Hold
31,267
– – 0.07% 40
2024
Q4 		$157K Hold
31,267
– – 0.08% 35
2024
Q3 		$163K Sell
31,267
-813
-3% -$4.7K 0.09% 33
2024
Q2 		$185K Hold
32,080
– – 0.11% 31
2024
Q1 		$174K Hold
32,080
– – 0.1% 31
2023
Q4 		$169K Hold
32,080
– – 0.11% 32
2023
Q3 		$166K Hold
32,080
– – 0.12% 29
2023
Q2 		$212K Hold
32,080
– – 0.15% 27
2023
Q1 		$224K Hold
32,080
– – 0.18% 27
2022
Q4 		$235K Hold
32,080
– – 0.2% 23
2022
Q3 		$215K Hold
32,080
– – 0.21% 23
2022
Q2 		$212K Buy
32,080
+5,663
+21% +$38.8K 0.2% 22
2022
Q1 		$183K Hold
26,417
– – 0.14% 23
2021
Q4 		$212K Buy
+26,417
New +$208K 0.16% 16

Other funds holding GUT

PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EWS
Eagle Wealth Strategies West Deptford, New Jersey $262M AUM 31.52% 1-Year Est. Return

Leverty Financial Group's GUT Position: Q2 2026 in Review

Leverty Financial Group held its Gabelli Utility Trust (GUT) position steady in Q2 2026 at 31,267 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #45.

Leverty Financial Group first reported a position in GUT in Q4 2021 and has held it in 19 quarters since. The position peaked at $235K in Q4 2022. 14 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Leverty Financial Group held 31,267 shares of Gabelli Utility Trust worth $206K as of Q2 2026.
  • Leverty Financial Group left its Gabelli Utility Trust share count unchanged in Q2 2026.
  • Gabelli Utility Trust made up 0.04% of Leverty Financial Group's portfolio in Q2 2026, its #45 holding.
  • Leverty Financial Group first reported a position in Gabelli Utility Trust in Q4 2021 and has held it in 19 quarters since.
  • Leverty Financial Group's Gabelli Utility Trust position peaked at $235K in Q4 2022.
  • 14 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Leverty Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.