LCM
GUT

Liberty Capital Management’s Gabelli Utility Trust GUT Stock Holding History

Liberty Capital 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 		$65.9K Buy
+10,000
New +$62.3K 0.01% 184
2025
Q4 		$60.3K Hold
10,000
– – 0.01% 180
2025
Q3 		$60.7K Hold
10,000
– – 0.01% 177
2025
Q2 		$58K Hold
10,000
– – 0.01% 174
2025
Q1 		$53.4K Hold
10,000
– – 0.01% 161
2024
Q4 		$50.3K Hold
10,000
– – 0.01% 159
2024
Q3 		$52K Sell
10,000
-260
-3% -$1.5K 0.01% 159
2024
Q2 		$59.2K Hold
10,260
– – 0.01% 157
2024
Q1 		$55.5K Hold
10,260
– – 0.01% 154
2023
Q4 		$54.2K Hold
10,260
– – 0.01% 155
2023
Q3 		$53K Hold
10,260
– – 0.02% 145
2023
Q2 		$67.8K Hold
10,260
– – 0.02% 144
2023
Q1 		$71.5K Hold
10,260
– – 0.02% 132
2022
Q4 		$75.1K Hold
10,260
– – 0.03% 141
2022
Q3 		$69K Hold
10,260
– – 0.03% 130
2022
Q2 		$68K Hold
10,260
– – 0.02% 133
2022
Q1 		$71K Hold
10,260
– – 0.02% 142
2021
Q4 		$82K Hold
10,260
– – 0.02% 135
2021
Q3 		$79K Hold
10,260
– – 0.02% 126
2021
Q2 		$80K Hold
10,260
– – 0.02% 126
2021
Q1 		$69K Hold
10,260
– – 0.02% 123
2020
Q4 		$81K Buy
+10,260
New +$77.5K 0.03% 122
2020
Q2 		$72K Hold
10,260
– – 0.03% 116
2020
Q1 		$59K Hold
10,260
– – 0.03% 107
2019
Q4 		$78K Hold
10,260
– – 0.03% 124
2019
Q3 		$74K Hold
10,260
– – 0.03% 119
2019
Q2 		$70K Hold
10,260
– – 0.03% 121
2019
Q1 		$70K Buy
+10,260
New +$65.5K 0.04% 111

Other funds holding GUT

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
PGWA
Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Liberty Capital Management's GUT Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Gabelli Utility Trust (GUT) in Q2 2026: 10,000 shares worth $65.9K. The stake represents 0.01% of the portfolio and ranks #184 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in GUT as recently as Q4 2025.

Liberty Capital Management first reported a position in GUT in Q1 2019 and has held it in 28 quarters since. The position peaked at $82K in Q4 2021. 53 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

  • Liberty Capital Management held 10,000 shares of Gabelli Utility Trust worth $65.9K as of Q2 2026.
  • Gabelli Utility Trust was a new Liberty Capital Management position in Q2 2026.
  • Gabelli Utility Trust made up 0.01% of Liberty Capital Management's portfolio in Q2 2026, its #184 holding.
  • Liberty Capital Management first reported a position in Gabelli Utility Trust in Q1 2019 and has held it in 28 quarters since.
  • Liberty Capital Management's Gabelli Utility Trust position peaked at $82K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.