PI
GUT

PFG Investments’s Gabelli Utility Trust GUT Stock Holding History

PFG Investments’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 		$104K Buy
17,169
+14
+0.1% +$85 ﹤0.01% 1122
2025
Q4 		$103K Buy
17,155
+4,743
+38% +$28.5K ﹤0.01% 1086
2025
Q3 		$75.3K Buy
12,412
+2,027
+20% +$12.2K ﹤0.01% 1066
2025
Q2 		$60.2K Buy
10,385
+62
+0.6% +$336 ﹤0.01% 1001
2025
Q1 		$55.1K Buy
10,323
+60
+0.6% +$322 ﹤0.01% 966
2024
Q4 		$51.6K Buy
10,263
+247
+2% +$1.28K ﹤0.01% 976
2024
Q3 		$52.1K Buy
+10,016
New +$57.9K ﹤0.01% 970
2024
Q2 		– Sell
-17,826
Closed -$96.4K – 999
2024
Q1 		$96.4K Buy
+17,826
New +$94.1K 0.01% 969
2023
Q4 		– Sell
-10,290
Closed -$53.2K – 506
2023
Q3 		$53.2K Buy
+10,290
New +$68K 0.01% 497

Other funds holding GUT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GI
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

PFG Investments's GUT Position: Q1 2026 in Review

PFG Investments increased its Gabelli Utility Trust (GUT) stake by 0.08% in Q1 2026, buying an estimated $85 and bringing the position to 17,169 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

PFG Investments first reported a position in GUT in Q3 2023 and has held it in 9 quarters since. 93 funds tracked by Wall St. Rank hold GUT as of Q1 2026.

  • PFG Investments held 17,169 shares of Gabelli Utility Trust worth $104K as of Q1 2026.
  • PFG Investments bought 14 Gabelli Utility Trust shares in Q1 2026, an estimated $85.
  • Gabelli Utility Trust made up ﹤0.01% of PFG Investments's portfolio in Q1 2026, its #1122 holding.
  • PFG Investments first reported a position in Gabelli Utility Trust in Q3 2023 and has held it in 9 quarters since.
  • 93 funds tracked by Wall St. Rank held Gabelli Utility Trust as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.