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

Nations 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	$360K	Buy	54,701 +1,960	+4%	+$12.2K	0.02%	611
2026 Q1	$319K	Hold	52,741	–	–	0.02%	641
2025 Q4	$318K	Buy	52,741 +46	+0.1%	+$277	0.02%	617
2025 Q3	$320K	Buy	52,695 +68	+0.1%	+$409	0.02%	586
2025 Q2	$305K	Buy	52,627 +73	+0.1%	+$395	0.02%	560
2025 Q1	$281K	Sell	52,554 -1,428	-3%	-$7.67K	0.02%	549
2024 Q4	$272K	Buy	53,982 +50	+0.1%	+$259	0.02%	572
2024 Q3	$280K	Buy	53,932 +777	+1%	+$4.49K	0.02%	575
2024 Q2	$307K	Buy	53,155 +2,565	+5%	+$14.6K	0.03%	529
2024 Q1	$274K	Buy	50,590 +3,591	+8%	+$19K	0.02%	544
2023 Q4	$248K	Buy	46,999 +2,126	+5%	+$11.9K	0.02%	554
2023 Q3	$232K	Buy	44,873 +1,795	+4%	+$11.9K	0.02%	550
2023 Q2	$285K	Buy	43,078 +1,539	+4%	+$10.4K	0.03%	512
2023 Q1	$289K	Buy	41,539 +2,778	+7%	+$19.7K	0.03%	497
2022 Q4	$284K	Buy	38,761 +6,156	+19%	+$42.2K	0.03%	479
2022 Q3	$219K	Buy	32,605 +11,542	+55%	+$85.1K	0.03%	475
2022 Q2	$140K	Buy	+21,063	New	+$144K	0.02%	511

Other funds holding GUT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PGWA

Plus Group Wealth Advisors Belgium, Wisconsin $106M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

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

Nations Financial Group increased its Gabelli Utility Trust (GUT) stake by 3.7% in Q2 2026, buying an estimated $12.2K and bringing the position to 54,701 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #611.

Nations Financial Group first reported a position in GUT in Q2 2022 and has held it in 17 quarters since. 98 funds tracked by Wall St. Rank hold GUT as of Q2 2026.

Nations Financial Group held 54,701 shares of Gabelli Utility Trust worth $360K as of Q2 2026.
Nations Financial Group bought 1,960 Gabelli Utility Trust shares in Q2 2026, an estimated $12.2K.
Gabelli Utility Trust made up 0.02% of Nations Financial Group's portfolio in Q2 2026, its #611 holding.
Nations Financial Group first reported a position in Gabelli Utility Trust in Q2 2022 and has held it in 17 quarters since.
98 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.