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 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Nations Financial Group's GUT Position: Q1 2026 in Review

Nations Financial Group held its Gabelli Utility Trust (GUT) position steady in Q1 2026 at 52,741 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #641.

Nations Financial Group first reported a position in GUT in Q2 2022 and has held it in 16 quarters since. The position peaked at $320K in Q3 2025. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

Nations Financial Group held 52,741 shares of Gabelli Utility Trust worth $319K as of Q1 2026.
Nations Financial Group left its Gabelli Utility Trust share count unchanged in Q1 2026.
Gabelli Utility Trust made up 0.02% of Nations Financial Group's portfolio in Q1 2026, its #641 holding.
Nations Financial Group first reported a position in Gabelli Utility Trust in Q2 2022 and has held it in 16 quarters since.
Nations Financial Group's Gabelli Utility Trust position peaked at $320K in Q3 2025.
93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.